Lei declares that this is the 'Week of Big Bets!'

Tu and Lei unpack various automakers' September sales numbers and the overall outlook of the China EV market. They take a close look at Tesla reconciling sales vs. capacity and where they go next.

They then move onto NIO's move into Norway and how asset-heavy it seems to be. Tu and Lei close out the pod with a chat about Geely including Polestar's ambitious growth plans.