Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi
China EVs & More
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Is It Over for Jeep?
There's still a cult falling of Jeep brand is actually pretty good. But I mean, if you're talking about volumes and hundreds of thousands of units, then yes, it's over. Some of the Wranglers, the 4Xes, they could do well. And the import niche models. You know what's crazy, Lee, is that for the traditional strengths of the US automakers, trucks, SUVs and Jeeps in China, radar just launched. Great wall motors has been around. So these companies are going to try to out American, the American automakers.
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