Tu starts with a brief update and discussion with Lei on Tesla in China and the overall slowdown in the EV space around the world. 

The conversation quickly moves to Bill Ford's comment about Chinese EVs 'coming to our shores' and a brief discussion on Ford's recent moves. 

Tu and Lei move onto discussing European brands Citroën, Peugeot and Mini and how they continue to be built in China and in Mini's case, will be built in China and exported to the rest of the world. 

Tu then asks Lei if he likes the recently unveiled Li Auto Mega MPV. They spend a few moments discussing the vehicle's merits. 

The podcast ends with Tu and Lei giving an update about the Chinese government restricting graphite for export.