Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take
Description
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, intelligent driving technology for use on US roads including the ability to collect data on Americans. They project how these restrictions may or may not be mimicked by the UK and EU, two places that also have voiced concerns re: national security, data security and privacy.
They move onto Audi potentially not using their logo for their new Chinese EVs and evolves into a more detailed discussion about Audi's history in China.
Tu ends the podcast clearing up a bad take from an American analyst who is trying to drum up clicks by writing about the Chinese govt wanting to kick all the foreign automakers out of China.
United States
