In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers.
They explore the challenges of transitioning to Level 4 autonomy, Tesla's valuation in comparison to competitors, and the milestones achieved by various EV companies.
The conversation also touches on Xiaomi's ambitions in the EV market and Renault's leadership changes, providing insights into the future of the automotive industry.
Keywords
EV, Tesla, Robotaxi, Level 4 Autonomy, China, Price War, FSD, Market Dynamics, Xiaomi, Renault
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