The Importance of Holon in the Mobility Market

The podcast begins with a brief discussion on Ford's accounting of EVs for China and China operations in general. 

They move their discussion to XPeng's earnings report and take some time to unpack what their troubles were in 2022 and what they're doing to address them now. 

Lei then summarizes Geely Holdings and their numerous brands and how they all fit together some of the history of a few of the brands that westerners might not have heard of and they both take a few minutes to update on Zeekr. 

Tu and Lei then give updates on the continuing price war and how it's affected some of the weaker players and foreign brands in particular. 

Lei pushes the discussion over to Nvidia and how they are likely the largest beneficiary in the push towards more AI use in apps, software and business. 

The pod closes out with a talk about the struggles of Kia/Hyundai in China and how they still are trying to make headway into the market with the recent announcement of new products. 

Listen on: Apple Podcasts   Spotify