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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
Is CATL Going to CATL or GM Going With CATL?
CATL is sweetening the pot because if GM or Ford signs some sort of agreement with them in the US that totally greases the skids for them to enter the market, right? Yeah. They're probably offering some favor, something favorable,. Whether it's pricing, whether it's supply, whether it’s long term contracts, you know, they have to be offering something a bit more in the United States to try to close those deals. So yeah, let's move it to the blazer. I just thought blazer has some design features that were a little perplexing. But definitely it's a model wire, Machi competitor based on the pricing and the size
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