Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception
Description
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 retaliation for the EU tariffs on Chinese EVs.
Tu and Lei then take a few moments to digest and unpack what it all means.
They move onto the latest partnership announcement between JLR and Chery and how this falls in line with Stellantis and Volkswagen both partnering with local Chinese manufacturers.
Tu talks about how these partnerships may create a reliance on the companies doing well in both regions in order for the partnerships to be successful.
Tu and Lei close out the podcast with a discussion about FSD coming to China, what their domestic competitors think and updates on a few other Chinese AV startups.
United States
