China EVs & More cover image

Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi

China EVs & More

CHAPTER

Is the Chilin Going to Come Out Before the 4680?

Chilin is going to come out before the 4680, like mass produced. And then, you know, I do see the competition heating up with the large legacy supplier or legacy OEMs and BYD and CATL because these legacies are probably going to be offering including Tesla. So that should maybe put a cap on pricing increases, at least on the LFP side, maybe.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner