China EVs & More

Episode #89 - Jidu Auto ROBO-01 Unveil, Lotus Eletre or Polestar 3, Tesla slashes pricing on the MIC Model 3/Y

Nov 1, 2022

52:42

Highlights

AI Chapters

Episode notes

Is the Lotus Elektra a Good Choice for China?

02:09

Are AVs Ready for Commercialization?

01:53

Gdoo Luna Edition Limited Edition, 2,000 Units a Month, 10,000 Deliveries a Month.

01:43

Introduction

2min

Gdoo Argo - What Do You Think?

3min

Roble X Concept Edition - What's on It?

2min

Is Jidu the Next Big Thing?

3min

Gdoo Luna Edition Limited Edition, 2,000 Units a Month, 10,000 Deliveries a Month.

2min

Is Glee Getting Traction in the United States?

3min

The Expectations Have Changed, Lei.

2min

Eletra vs Polestar III - Which One Would You Pick and Buy?

2min

Is the Lotus Elektra a Good Choice for China?

2min

10.

Argo? What Are Your Thoughts?

3min

11.

EV, AV and Mobility - Focus and Speed

2min

12.

Is L2 Plus L3 Going to Drive More Value?

3min

13.

Are AVs Ready for Commercialization?

2min

14.

The Challenges for Ford and Volkswagen in China

3min

15.

Ff9

4min

16.

The Flying Car

2min

17.

X-Pung's City NGP and the X NGP in Shenzhen?

2min

18.

Is the Model Y the Best Selling SUV in Europe?

3min

19.

Tesla's Going to Drive a Domino Effect, Right?

2min

20.

Is There Anything You Wanted to Talk About?

2min

21.

Twitter

3min

22.

Sino Auto Insight - What's Next?

2min

Tu and Lei begin the podcast with their thoughts on the Jidu Auto ROBO-01 production model unveil. They both seemed pretty impressed and detailed that Jidu Auto is going directly after Tesla customers once the ROBO-01 hits the streets in 2023.

They then get into how fast Jidu Auto has been moving in order to get their product into production and think it's even faster than what is commonly known as 'China speed.'

Lei then asks Tu - Lotus Eletre or Polestar 3? A discussion follows on about Geely and the two competing brands within Geely's own stable.

The discussion moves to Argo closing up shop - some Monday AM quarterbacking is done as to why it happened and why now.

The show closes on unpacking how Tesla slashing prices on its MIC Model 3/Y will affect the rest of the market and which companies are likely to follow suit.

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