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