Episode 97 - Tesla's long year, NIO Day surprises, ECarX IPO
China EVs & More
Neo Day
Do you think they're doing too much of the BMW strategy where the products are really, really close to each other? Neo is as much a Russian doll. Right? If you look at their ESA update, it's got the same signature ET7, ET5. The tail lights have been updated to reflect that. And if these new products resonate, their current lineup is going to be really strong for 23 and 24.
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