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,
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