- wöchentlichErscheinungsrhythmus
- 45 mintypische Länge
- 26. Okt.letzte Folge
Folgenzu den neuesten
Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?
Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially. Tu moves the conversation over to the improvement in XPeng's ea
Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul
Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift the conversation over to XPeng's 10 year anniversary and discuss what they remember about XPeng
Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take
Tu and Lei start the podcast out with a discussion on the China take rate on NEVs exceeding 50% in July for the first time. The discussion then shifts to reports that the Biden administration is looking at restricting Chinese connected, int
Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition
The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands. They both transition the discussion over
Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs
Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China.
Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next
Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's productio
Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ
Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to
Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception
Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retalia
Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated
Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their qu
Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation
Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broad
