Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effect...
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)
In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these reports on the global market, particularly China's pivotal role in the EV landscape. The conversation delves into the competitive dynamics between Chinese and German automakers, the advancements in autonomous vehicle technology, and the strategic moves of companies like Baidu in international markets. Audience questions further enrich the discussion, highlighting trends and future predictions in the automotive industry.
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57:59
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra
In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China. They discuss the rise of intelligent driving technologies, the impact of Tesla's Full Self-Driving (FSD) system, and the recent launch of Xiaomi's SU7 Ultra. The conversation also touches on the challenges faced by Volkswagen in the Chinese market and the competitive landscape among Chinese EV manufacturers. Throughout the episode, the hosts emphasize the importance of staying informed and engaged with the rapidly changing automotive industry.
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1:10:17
CEM MAX #20 - ClearMotion CEO, Christian Steinmann
In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive roles to becoming the CEO of ClearMotion. He discusses the challenges and innovations in active suspension technology, the collaboration with NIO, and insights gained from CES 2025, emphasizing the need for speed and adaptability in the evolving automotive landscape.
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29:03
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding their smart driving technology, the competitive landscape of the automotive industry, and the implications of state-owned enterprises in China. They explore the challenges and opportunities for both domestic and international players in the EV market, emphasizing the significance of technological advancements and market dynamics. The conversation also touches on the future of EVs and the evolving regulatory environment.
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51:21
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?
In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenges faced by Tesla, and the impact of tariffs on the automotive industry. They also explore the strategies of foreign automakers in China, the significance of local production, and the role of technology in maintaining competitiveness. The conversation highlights the importance of battery swapping standards and concludes with insights into the future outlook for the industry.
Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense
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