Okay, Computer: AI Will Choose Your Future with Packy McCormick & Joe Marchese
RiskReversal Pod
00:00
The Future of Electric Vehicles in China
I think that China is really the story here. When we talk about competition in North America, I just don't buy it. It's not Tesla versus Rivian versus Lucid here. They barely register. But when you're talking about a new and a BYD, those guys are already giants there. And so Tesla has not refreshed any of their cars since they launched in China. The Model S looks like the same as it did in 2011, 2012. Here, it's a little slicker here and there. So that'll be an interesting one to watch.
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