Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi
China EVs & More
Can Stellantis Come Back Without GAC?
I think this Stellantis and GAC group ending terminating this joint venture, I think is a sign of things to come, which is the JV era. There's three camps in the JV group in China. There's the BMW camp, the Volkswagen and Way camp where the foreign partners has kind of the stronger say. And then there's the third camp that is the Stellantis camp that these are on the fringe. You're going to see more of these happening, these joint mentors being terminated because of competition.
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