AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi
China EVs & More
Tesla's Challenge Is Product
Tesla's challenge is product. It's going to lose momentum in its most important market if it doesn't come out with a really refreshed product, Model 3, Model Y, or a brand new product for the entire market. You wonder how much longer can the 3 and the Y continue to be this majority of their production and delivery with only those two models? This year, I guess they're fine. But come 2023, if you want to grow 50% on 1.4 million, that's another 700,000 units. So over 2 million. Let me add to that last statement, Lay. How long the3 and the Y can hold the fort? While in the US,
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode