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Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector

China EVs & More

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The Chinese EVAD Space - Baidu or Waymo?

Baidu is definitely different than Waymo in that respect. The closest thing similar or a company that's similar to what Baidu is doing is probably cruise because cruise is in some way helping GM with the ultra cruise that are coming out next year, I guess. That's the China EVAD space. And if you guys are wondering, you can Google QCraft, but they are a team that came from Waymo.

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