Episode

In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors. Key topics include:
• US-China Trade & Tariffs - The impact of Biden’s 100% tariff on Chinese EVs and how Trump’s possible return could reshape trade policies.
• Tesla Updates - The launch of the new Model Y (Juniper) and its effect on competition. Discussion on Tesla’s FSD approval in China and how it stacks up against local brands.
• China’s EV Market - Government incentives, rising EV adoption, and CATL’s prediction that LFP batteries will dominate 70% of the market in three years.
• US Automakers - Ford and GM’s EV sales growth, Cadillac’s Lyriq V launch, and Stellantis’ $5B investment in US manufacturing.
• BYD Scrutiny - Reports of hidden debt and its growing competition with Tesla.
• Upcoming Price Wars - How Chinese EV makers may cut prices to compete with Tesla’s new Model Y.
Companies Discussed
1. Tesla - Model Y Juniper, FSD in China
2. BYD - Market leadership, financial concerns
3. Ford - EV growth
4. GM - Cadillac Lyriq V, Momenta partnership
5. Stellantis - Investment in US factories
6. CATL - Battery market trends
7. Xpeng, NIO, Geely - Competition in China
The hosts also discuss the upcoming Shanghai Auto Show and how government policies will shape the future of EVs.