Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
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Is the Russian Doll Strategy Taking the Hit Right Away?
The thing is that all their models look exactly the same except the size. And he's trying to go with the Max Pro based on different chipsets. I don't think they're doing... Couldn't launch any other brands. At least not yet. Well, their next major move because of the Russian doll strategy is moving to EV platform. Which by the way, he says has a completely different design styling format and form factor.
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