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Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense
173Â Episodes
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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 quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt of those retaliatory measures. Lei then moves the conversation over to Tu's EV car rental for his trip to California and Tu talks in detai...
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 broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands full in the China market and is NOT the clear leader once it finally launches.The topic moves over to all the recent news from automakers about ...
This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to keep the factory running and keep factory utilization high.They then also scrutinize Li Auto's original aggressive 2024 sales forecast and ho...
Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns into a broader discussion about their products, how they're suited (or not) to foreign markets and how said products could possibly perform ou...
Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different from Auto Shanghai 2023. They both reflect on what the legacy automakers revealed at the show and how the legacies presence in Beijing this year was much different than what it was for 2023 in Shanghai. There's a pulse. Tu talks about when he bumped into the GM management team while being interviewed by CNBC's Eunice Yoon at the Chevy ...
First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen.For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent driving system called X-NGP. The purpose of the trip was to test the X-NGP system and get a feel for the charging infrastructure in China. ...
Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV.Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xiaomi and what they need to do to build on the success of the SU7.Tu and Lei then pivot back into a detailed discussion of the 009 Grand and their ex...
Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV brands in order to keep sales momentum going. The detail some of the challenges that contibute to the ongoing price war and how Tesla has fated during a price war they initiated. They then contrast that with Xiaomi's sales momentum since launch and how that stands out and hasn't lost any steam.The last big topic the two tackle in this podc...
This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle.The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take to turn its sales around in the China market. They also spend a few minutes discussing Xiaomi's continued sales and XPeng's struggles. Tu then...
Tu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all helped to build excitement for this product launch.After an extended discussion about ALL THINGS Xiaomi SU7, they move the conversation over to Lei's trip to the NYC Auto show. Lei talks a bit about the World Car of the Year awards and who ultimately won. Lei also happened to visit a Rivian store and was able to see the R2 for the first time in re...
Li Auto adjusting their Q1 sales guidance downward was the first topic of discussion in this week's podcast. Of the three WeiXiaoLi triplets, Li Auto has been the darling of Wall Street but their sales have very suddenly hit a wall Tu then gives a short lesson on master production schedules, ordering parts and lead times and how any sudden change in that schedule can complicate things and lead to issues with the supply chain and inventory levels. Tu and Lei move back to a conversati...
Lei headed over to Germany for Porsche's Annual Press Conference so much of the podcast was dedicated to what Lei learned about during his visit and led to a broader discussion about Volkswagen Group and what Tu thought about VW Group's annual press conference and how important Porsche is to Volkswagen Group's global goals. After a detailed discussion on Germany's largest automaker and one of its most important brands, the discussion moved over to NIO and their reaching 40M swaps. Tu and...
Tu and Lei start this podcast out with going over the latest news on the tariff situation on Chinese EVs in the US and EU with the EU now also seeming to lean towards increasing protectionism. Lei then moves the discussion over to the R2 launch from Rivian, the follow up to their R1 and emphasizes the affordability factor with the R2. This turns into a broader discusision about Rivian and what it will take for them to ultimately be a successful automaker. Their attention turns to th...
Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally. Tu points out BYD's social media campaign about how 'electric is cheaper than gas' after they'd cut prices of their already low priced vehicles, so much so that they are cheaper than ICE vehicles from Volkswagen and some of the other foreign automakers. Lei predicts that Li Auto may be the next EV startup that emerges from the pack in 2024 as others continu...
Tu begins the podcast talking about how the price war still has legs and will likely last through the end of this year into 2025. BYD has been leading the way with price cuts on their more popular vehicles daring their competitors to do the same. Tu then talks about the Buick Electra E5 EV that has just gone on sale for ~$23K and wonders out loud why they can't sell that in the US for a similar price. The discussion shifts to the technology companies that have entered the EV competi...
Tu and Lei start out the podcast by wishing each other 'Happy New Year' and discuss a bit about the holiday and their traditions and how it's celebrated by their families.Lei then moves over to discuss the Chinese Opinions on NEV trade cooperation and both of them add their opinions about how the language and roll out of the opinion piece should be interpreted. Tu then spends a few minutes discussing how the premium used passenger vehicle market has changed and is now more of a buyers ma...
Tu and Lei start the podcast out with some of their family traditions for Lunar New Year. They then move onto unpacking January sales numbers and emphasizing the MoM comparisons not that important due to Lunar New Year being in January last year. Tu anticipates what we should see in March and beyond depending on how panicked the OEMs will be coming out of the New Year break, likely around late February. The goal of course is to keep the metal moving at a brisk pace of course. T...
Tu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in China. Tu and Lei then transition over into a detailed discussion about Tesla’s earnings and the role that the China market plays in their earnings and operations and how most analysts miss how important the China market is to everything that Tesla does. Lei then changes gears into a discussion about the recently unveiled Porsche Macan...
Lei throws a curveball to begin the show and talks about some of China’s societal challenges, namely the aging population and shrinking number of babies born. Tu chimes in with his experience coming to the US at a very early age. They broaden the discussion out a bit to bring in a few more noteworthy challenges to round out the discussion. Tu & Lei get into some of the discounts that were announced last week and get into the forecasted export numbers and some of the surprise aut...
Tu and Lei dedicate this episode to the sights and sounds coming out of Las Vegas CES 2024. Lei spends the first half of this episode unpacking all that he saw and thought about the technology he experienced and the people he spoke to. Tu and Lei then go onto some of the macro sales numbers that came from China for 2023 and unpack what they all mean, including GM's slide since 2017. Tu closes out the podcast by telling Lei he's considering buying a used Tesla from Hertz now that the...
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