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Episode #137 - Li Auto's Ambitious Plans, Porsche's Woes in China, Tu's Bay Area Adventure
Manage episode 435221875 series 3594265
Nội dung được cung cấp bởi Tu Le & Lei Xing, Tu Le, and Lei Xing. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Tu Le & Lei Xing, Tu Le, and Lei Xing hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
The pod starts with a brief update on the UAW & US Three situation but moves quickly over to a brief disussion about Li Auto's openly stated and ambitious goals of selling 3M vehicles in China by 2028.
Tu then pushes the chat to Porsche and the struggles they may beginning to see in the China market, a market they've only seen growth in since entering in 2001.
Tu and Lei move the discussion over to Great Wall Motor's Haomo.ai announcing a very inexpensive ADAS system that starts at less than ¥10K and how LiDAR and overall sensor pricing for ADAS systems will quickly move into commodity territory as Chinese providers continue to try to compete on price.
Tu brings up how GM has offered to unionize its US battery facilities as a carrot in the ongoing UAW negotiations and they both talk about how the LG & BYD partnership could be used to skirt the Inflation Reduction Act restrictions.
The podcast ends with Tu talking about his trip to SF and and both of them talking about WM's bankruptcy filing.
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