Episode 232: Tu Le

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.
Topics:
The Global EV picture
The final frontier for China EVs
The US "China EV" strategy
GM and Ford
The status of FSD (full self-driving)
The changing perception of Tesla in China
What's next for BYD and Tesla?
When will CATL be producing batteries in the US?
The "best of the rest" China EV companies
Rapid fire
The growing angst in China over lithium supply