Is L2 Plus L3 Going to Drive More Value?

Tu and Lei begin the podcast with their thoughts on the Jidu Auto ROBO-01 production model unveil. They both seemed pretty impressed and detailed that Jidu Auto is going directly after Tesla customers once the ROBO-01 hits the streets in 2023. 

They then get into how fast Jidu Auto has been moving in order to get their product into production and think it's even faster than what is commonly known as 'China speed.'

Lei then asks Tu - Lotus Eletre or Polestar 3? A discussion follows on about Geely and the two competing brands within Geely's own stable.

The discussion moves to Argo closing up shop - some Monday AM quarterbacking is done as to why it happened and why now.

The show closes on unpacking how Tesla slashing prices on its MIC Model 3/Y will affect the rest of the market and which companies are likely to follow suit.