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Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi

China EVs & More

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DD - Lesson Learned, Dude

The Chinese government has eased up, but this is not the same. This is completely different. What we're seeing is loosening of gaming policies for 10 cent because a disproportionate share of their revenue comes from gaming licenses. The DD situation has nothing to do with the rest of what's going on in the tech sector at writ large. And Clinton, I know you raised your hand, but give us another five or 10 minutes to kind of go through everything and then we'll bring you up.

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