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...
Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China’s EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities —...
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...
