In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploying. The hosts debate whether Rivian’s approach represents real leadership or simply entry int...
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In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploying. The hosts debate whether Rivian’s approach represents real leadership or simply entry int...
Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most
China EVs & More
40 minutes
1 week ago
Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most
In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry. With subsidies set to expire in 2026, November marked the real start of China’s year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and Li Auto lose momentum and Tesla slips into negative growth territory in China. The hosts explain why Xiaomi’s YU7 and SU7 have proven unusu...
China EVs & More
In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploying. The hosts debate whether Rivian’s approach represents real leadership or simply entry int...
