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Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
Xp
Lee Otto wants this to be a trillion MMB company. And remember that target he had 8 million NAVs above 200,000 MMB in 2025 and the auto alone wants to take up 20% of that market. That's an ambitious goal. It looks like they will not get do anything under them.
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