Lei starts this pod out by talking about the MOVE America Conference in Austin, TX that he and Tu attended the previous week and move that onto their chat with Hesai at the conference. 

Tu then highlighted a discussion they had with a representative for Culver City who attended the conference in order to learn more about technology and startups that would be able to make his city safer. 

Lei moves the conversation over to BYD and NIO's moves into Europe. The unpack why they think William Li, NIO's CEO/ Founder is out in front for NIO's European launch. 

Tu and Lei close out the pod with a discussion on some of the lesser known Chinese EV companies that are taking share as a few of their more well-known counterparts continue with sales growth challenges.