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Episode 97 - Tesla's long year, NIO Day surprises, ECarX IPO

China EVs & More

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Is the Cybertruck a Threat to GM?

CRO: Do you think the Cybertruck can take significant share from Ford and GMs? CRO: It's going to be very difficult, I think, for GM. We've seen that for $150, just recently raised prices again. But that's the global trend, so it's not unique to afford or a GM. Tesla's kind of doing the opposite of everyone else.

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