The podcast starts with a brief update on the COVID situation in China and how its affected production this time around. 

Tu and Lei then move onto a BYD update - namely the news that BYD will be increasing the price of their products and the rumors of BYD launching production sodium ion battery cells early next year. 

Tu then brings up the announcement by Mary Barra that GM will be launching 10 electric vehicles by 2025 in China that will all be built off the Ultium platform.  Tu emphasizes that this is what's called a 'blitz.'

The conversation moves over to Polestar reaching 100K production units which Tu and Lei both congratulate Polestar for achieving.

They move onto an update on Baidu's Apollo program and that both Pony.ai and Baidu received approvals from the Beijing govt for (Phase 2) robotaxi services where the safety driver can be in the back seat. 

Tu and Lei close the pod out with why they are thankful this Thanksgiving.