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Episode #144 - NIO Earnings, Stellantis & Ample swapping collab, Tesla Wants More Capacity at ShanghaiGiga
China EVs & More
Speculating on Cost Reduction, Comparing Platforms, and Uncertainty about a Price War
Discussion on the potential cost reduction of the next Tesla model in China, comparing it to Volkswagen's coming CMP platform. Speculation on release timeline, doubts about Volkswagen's promises, and uncertainty regarding a price war in the Chinese market.
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