The speaker emphasizes that beating Chinese companies requires a "completely different approach" that goes beyond just the number of vehicles produced or the price offered to customers. They argue that while everyone will eventually offer affordable EVs, the critical factor is business sustainability. An example given is selling an EV for $30,000 that costs $50,000 to manufacture; such a model, despite offering an "affordable" product, is unsustainable. The speaker strongly agrees with this point, stating that selling a vehicle at a multi-ten-thousand-dollar loss per unit is definitely not sustainable and indicates a fundamentally flawed business model.