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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

CHAPTER

GM, Tesla, and Meribara Trying to Beat Tesla

I do see GM's strategy coming more into focus, especially with their $27,000 or $28,000 bolt. I think they're still crawling when it comes to the hardware software integration. And if and when they find a compelling product or service to sell, they can sell it in millions of cars.

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