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Episode 97 - Tesla's long year, NIO Day surprises, ECarX IPO
China EVs & More
Investing in China
This whole year has just been, I mean, what happened in the beginning of the year, Tesla valuation-wise, the AV industry with Hargo. How promising Too Simple was at the start of the year to how much they crashed down. There's certain alignment between North America about limiting China's appetite for investment in Mexican lithium mines and US cell, battery cell manufacturers. But Yemen is almost like the Empire Strikes Back kind of thing, right? So Yeah. Let me look at the newsletter and anything controversial that I wrote? No, you're not a controversial. Never. What did you think about my take on Tesla and Mexico?"
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode