China EVs & More Episode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI Collab
Tu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in China.
Tu and Lei then transition over into a detailed discussion about Tesla’s earnings and the role that the China market plays in their earnings and operations and how most analysts miss how important the China market is to everything that Tesla does.
Lei then changes gears into a discussion about the recently unveiled Porsche Macan EV that still doesn’t have pricing for the China market announced. Tu gets into the recent challenges that Porsche had in the China market and how this could really be a catalyst for the resumption of growth in the China market for Porsche, but it’s going to have stiff competition now.
Tu and Lei close the show on the announcement that DJI will have, none other than BYD, as an investor and partner for their ADAS systems which should help make ADAS a common feature in mass market vehicles in China sooner rather later.
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