The Tesla Bears Are Up Over $15 Billion This Year

Tu and Lei start the chat with a discussion on Tesla's major fall in 2022 and give their opinions on whether or not Tesla should've ever been a $1.2T company.

Tu then talks briefly about a happy hour he attended and gives his reflections on what's happening in Detroit and the US after having spent the last 4 months there.

Lei moves the conversation over and outlines what to expect from the upcoming NIO Day. 

Tu and Lei they then unpack the ECarX IPO and what it really means for the IPO market for Chinese EV/AV/mobility related companies.

They close out the pod with a discussion on some of the SAI newsletter posts including CATL's German factory producing its first battery cells.