This podcast starts with Lei’s headlines but because of the break, there was ALOT to update. 

Tu then moves the convo over to January sales and they both agreed that it’s hard to tell who did well because the month was shortened by CNY but NIO’s numbers were a pleasant surprise.

Tu and Lei then talk a bit about expectations for Tesla and what it’ll take for them to regain their sales growth I China outside of cutting prices on the MIC Model 3 & Y. 

They move to discuss the recent hiring of Wang Fengying as President of XPeng and what that points to. XPeng along with several other EV makers are in dire need of getting better control of their operations and this is XPeng’s way of trying to do that. Similar to Tesla’s promotion of Tom Zhu, someone with the reputation of managing the teams to be more operationally efficient. 

Tu closes the podcast out by talking about the current charging situation in the US and what it will take for the infrastructure to be robust enough to support many more EVs and whether swapping would work there.