Tu starts the pod out by talking about the last time he was in the US and his plans to head back to visit next week. 

The conversation then moves on to July sales with both Tu and Lei giving their take on the results. Lei then pushes the discussion to the XPeng G9 unveil and subsequent reservations that suggested that Chinese consumers are excited about it.

They also discuss the AVATR 11 and Tu talks about his visit to the AVATR pop-up to see the 11 in real life, 

The pod ends with Tu and Lei sharing their opinions about the recent US Inflation Reduction Act (IRA).