Episode #221: Special IAA Mobility Edition!

Tu Le and Lei Xing bring you inside Europe’s biggest auto show where Chinese EV makers and global legacies collide.

We break down:
 • Volkswagen Group’s push into €25K EVs (Cupra, ID Polo, Skoda Epiq)
 • BMW’s Neue Klasse iX3 vs. Mercedes’ all-new GLC EV
 • Polestar 5 sedan launch — is it too late?
 • BYD’s massive European push (Seal 6 DMI Touring, Dolphin Surf, Denza flash-charging)
 • XPeng, Changan, Leapmotor and the “second wave” of Chinese OEMs storming Europe
 • Partnerships everywhere: Valeo–Momenta, Bosch–WeRide, Qualcomm–QCraft
 • The rise of Chinese lidar (Hesai, RoboSense) and chipmakers (Horizon, Black Sesame)

00:00 Introduction to Mobility Munich Special Edition

01:44 Volkswagen Group's New Electric Vehicles

05:22 BMW vs. Mercedes: Competing Electric Models

10:26 Chinese OEMs Making Their Mark in Europe

15:35 Reflections on Day One of the Event

20:40 The Future of EVs and Industry Partnerships

25:37 Closing Thoughts and Future Events

👉 Subscribe for unfiltered insights on how China’s EV juggernauts and Europe’s auto giants are battling for the future of mobility.

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