Nobody outsources the engine. It's the heartbeat of the vehicle, and outside of a few niche players, no large OEM has ever seriously considered handing it to someone else. Tom Lewis is betting that rule's about to break. Tom is President of Horse Powertrain USA, the company formed by Renault, Geely, and Aramco with 19,000 people and 18 plants across 4 continents. OEMs bet big on battery-electric vehicles and pulled investment away from combustion and hybrid systems, but now consumer demand isn't matching the plan. Many of the hybrids sold in the U.S. today still run on engines developed at the start of the millennium. Horse's answer is fully assembled engines and transmissions from an unbiased partner, some call a tier 0.5, so OEMs don't have to pour capital into technology they can't justify building alone. The business model breaks one rule. Tom's leadership breaks a few more. He calls himself a catalyst, and he's got the stories to back it up. A purchasing leader once told him he had no chance at an inverter program and to come back next time. Tom asked what the current suppliers weren't solving, pulled together a skunkworks team, found a way to meet the power requirement with a single power module, and slid a quote across the desk without ever receiving an RFQ. His company won the business. Then there's the inflation negotiation, where everyone in the room was hunting for ways to pressure the customer, and Tom stopped the discussion to ask what a positive lever might look like. That offer went straight to the CEO, who said yes on the spot, because Tom wasn't willing to wait for every business unit controller to protect their own turf. Jan and Tom also get into what it takes to blend French, Spanish, Swedish, and Chinese teams into one culture, why a vision has to be built by the team in the room (and never pulled from an AI tool), and what Tom's leaving behind as he builds Horse's U.S. organization as employee number one. This one's for every leader who's been told to wait for the RFQ, follow the process, and stay in their lane, and knows the automotive industry can't afford to keep playing it safe. Themes Discussed in this Episode Why the rule against outsourcing the engine is breakingThe BEV bet and the return of the hybridTier 0.5: an unbiased powertrain partner for OEMsMerging Chinese and legacy automotive culturesThe leader as catalyst: ambition, vision, creativity, driveBreaking the rules to win the customerPositive levers in tough commercial negotiationsLeaving complex hierarchy and decision-making behind This episode is sponsored by Lockton, click here to learn more 🎥 Watch the full episode on YouTube: https://www.youtube.com/@jangriffithsautomotiveleaders Featured Guest: Thomas Lewis, President, Horse Powertrain USA Tom is President of Horse Powertrain USA, where he's leading the company's North American expansion and building its U.S. organization from the ground up. He brings more than 20 years of automotive leadership experience from Bosch, Vitesco Technologies, and Webasto, spanning commercial strategy, business development, organizational transformation, and global customer partnerships. A Michigan native and University of Michigan mechanical engineering graduate, Thomas is passionate about building high-performing teams and leading effectively through industry disruption. About Your Host – Jan Griffiths Jan Griffiths is the champion for culture change and the host of the Automotive Leaders Podcast. A former automotive executive with a rebellious spirit, Jan is known for challenging outdated norms and inspiring leaders to ditch command and control. She brings honesty, energy, and courage to every conversation, proving that authentic, human-centered leadership is the future of the automotive industry. Mentioned in this Episode: 21 Traits of Authentic LeadershipUHY Cost Engineering Study | May 2026Episode with Terry Woychowski, CaresoftEpisode with Kate Vitasek, win-win negotiation expertChina Speed Isn't New: What a 1993 Binder Says About Automotive Culture Episode Highlights[01:08] Breaking the engine rule: Jan sets up the rule nobody questions, that large OEMs don't outsource the engine, and why her guest is betting it's about to break. [02:50] Following the consumer: OEMs bet big on battery electric vehicles, demand fell short, and Horse Powertrain USA is bringing the combustion and hybrid technology consumers want at a price customers can afford. [05:07] The case for a tier 0.5: OEM-to-OEM collaboration stalls on conflicting priorities, which opens the door for an unbiased supplier with 25 customers and serious scale. [07:03] Old engines, new demand: Many U.S. hybrids still run on engines released at the start of the millennium, and Horse expects half of the vehicles produced in 2040 to still carry some form of combustion engine. [12:13] Four cultures, one company: French leaders in Spain, Swedes in Gothenburg, and Chinese teams in Hangzhou Bay work together with a level of respect Tom says doesn't feel forced. [18:15] Tom Lewis, catalyst: Ambition, vision, creativity, and drive, plus why he'd rather try something and fail quickly than sit on stale hopes. [21:17] Build the vision together: Jan pushes back on vision statements pulled from an AI tool and slapped on the wall, because people only buy in when they do the work in the room. [24:19] Breaking the rules to win: No RFQ, no invitation, and a purchasing leader who said come back next time, yet Tom's team found a single power module inverter solution and won the business. [27:53] Skunkworks and internal pushback: The hardest rules to break were inside his own company, so Tom proved it was possible before asking for resources. [30:57] What to keep and what to leave: Tom leans into creativity and empowerment and leaves complex decision-making and hierarchy behind. [32:55] The positive lever: In a heated inflation negotiation, Tom asked what the team could do to delight the customer, and the deal went straight to both CEOs. [37:58] Employee number one: Tom had to incorporate Horse Powertrain USA Inc. before he could be hired into it, and the new Southfield office will grow to 32 people. Top Quotes [08:21] Thomas Lewis: " We're doing the right thing for our customers to bring them solutions that they need at a lower cost of entry, and we're doing the right thing for the consumers because we're giving them the type of powertrain that is evolving with their needs, becoming better and better." [24:38] Thomas Lewis: "If you can come up with a way creatively to solve an issue or to win, to bring progress, sometimes you have to think outside of the box, and people can call that breaking the rules, or they can just call that getting creative and doing something unprecedented." [35:40] Thomas Lewis: "The rules were there for a reason, but when the answer is so obvious for something that is different, where you could move quickly for something that could greatly benefit your company, and afterward everyone would know that did benefit the company in a great way, you have to move for a quicker way to authorize that. You don't move without authorization." If this episode resonated, share it with a fellow automotive leader and subscribe to The Automotive Leaders Podcast, where we’re shaping the future of authentic leadership in the automotive industry. This podcast episode is also available on YouTube. Check out our YouTube channel at Jangriffithsautomotiveleaders Send us your feedback or questions — email Jan at Jan@Gravitasdetroit.com.