Former Tesla President @jonmcneill breaks down China's strategy to dominate the global auto industry: Every five years, China selects five industries to enter and dominate. They subsidize ~100 market entrants, and let competition play out. That gets whittled down to the top 3–5 winners. In this case: BYD, Geely, and NIO. Then they consolidate capacity under those winners—effectively handing them the infrastructure built by the entire field—and tell them: your job now is to export and…