China EVs & More

Episode 97 - Tesla's long year, NIO Day surprises, ECarX IPO

Dec 28, 2022

41:44

Highlights

AI Chapters

Episode notes

Is Twitter Breaking the Tesla Reality Distortion?

01:38

The New ZEAKR 01 With a Thousand Kilometer QL Battery

01:34

The Tesla Bears Are Up Over $15 Billion This Year

02:07

Introduction

2min

Is Twitter Breaking the Tesla Reality Distortion?

2min

The Tesla Bears Are Up Over $15 Billion This Year

2min

GM Ford and the Equinox EV and the Blazer EV Are Going to Be a Big Hit, Right?

3min

Is the Cybertruck a Threat to GM?

5min

The EC ES Six Is a Bit Awkward, but I'm a Little Disappointed.

3min

The Chinese Government Is Getting Scared Out About It

2min

Neo Day Is Planned by the Owners, Right?

2min

Neo Day

2min

10.

E-Car X - What's the Biggest Event of the Week?

3min

11.

The E-Car X Is the Baby for Li Shufu, Right?

2min

12.

Is China Inc Going to IPO in Early 23?

2min

13.

Investing in China

5min

14.

Is It a Done Deal?

2min

15.

EV Makers Compete With Huawei to Launch L2, L3 ADAS Systems

2min

16.

The New ZEAKR 01 With a Thousand Kilometer QL Battery

2min

17.

China Auto Inside - It's Just a Process a Week

2min

Tu and Lei start the chat with a discussion on Tesla's major fall in 2022 and give their opinions on whether or not Tesla should've ever been a $1.2T company.

Tu then talks briefly about a happy hour he attended and gives his reflections on what's happening in Detroit and the US after having spent the last 4 months there.

Lei moves the conversation over and outlines what to expect from the upcoming NIO Day.

Tu and Lei they then unpack the ECarX IPO and what it really means for the IPO market for Chinese EV/AV/mobility related companies.

They close out the pod with a discussion on some of the SAI newsletter posts including CATL's German factory producing its first battery cells.