China EVs & More Episode #116 - VW & Huawei, What's Next for Tesla, China - Global Export King
Tu and Lei recap all of the big, 'watershed' moments of the last few weeks with the latest being VW rumored to be in talks with Huawei about a potential partnership in China.
The convo then moves onto the latest news about Tesla and a larger conversation about what's next for them besides the Cybertruck, where will it happen and how much will it cost? If Model 2, how will it do now that BYD will be a significant competitor in most of the markets they'd likely launch the MIC M2 in?
Tu and Lei then briefly discuss how China became the #1 passenger vehicle exporter in the world in CQ1'23 overtaking Japan.
Will battery swapping work in the US - Tu and Lei compare NIO battery swapping to Ample, a startup that's champion of battery swapping for the US, who just intro'd their latest generation battery swap station.
Tu closes the podcast with his concerns about EV adoption stalling out in the US due to the lack of viable, competitively priced EV products for the foreseeable future.
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