Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US
Update: 2025-06-17
Description
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving, and XPeng's AI innovations. Additionally, they address quality control challenges and the regulatory environment affecting the industry.
Keywords / Companies:
China EVs, automotive industry, payment terms, suppliers, BYD, Tesla, XPeng, quality control, market strategy, electric vehicles
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