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Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition
Manage episode 435221841 series 3594265
Treść dostarczona przez Tu Le & Lei Xing, Tu Le, and Lei Xing. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Tu Le & Lei Xing, Tu Le, and Lei Xing lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands.
They both transition the discussion over to the BYD partnership with Uber that was announced this week. They piggyback off this BYD discussion to also talk about the rumor that BYD will be entering the Canadian market which moves into a broader discussion on BYD and why they are the likeliest EV company to succeed long-term.
Lei then moves into a discussion on how companies have begun to lay off staff at the tier 1s.
The podcast ends with a deep dive on how the Rivian VW Group tie-up could lead to VW Group abandoning Cariad and a deeper discussion on how Stellantis and VW may have too many brands to manage.
Tu also discusses the WSJ post about Tesla FSD in the US and how there's a lack of transparency in the US on whether or not it's causing the accidents that Tesla vehicles are involved in. They both compare FSD to some of the Chinese intelligent driving systems currently on offer by China EV Inc.
Rozdziały
1. Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:14:48)
3. (Cont.) Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition (00:15:29)
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