Lei gets right to it by starting the pod out talking about the HUGE Ford + CATL deal, first giving some background and then unpacking what it all means for Ford, CATL and others.
Tu prompts Lei to give a download about Geely's new brand - Galaxy (?) and Tu wonders how or more appropriately where it'll fit in their portfolio.
Tesla becomes the next topic of discussion, specifically Tesla shutting a line down at ShanghaiGiga to retool for the rumored refreshed MIC M3. Tu also congratulates Tesla for overtaking Toyota for vehicle sales in California, another huge feather in their cap.
Charlie Munger's CNBC video interview made a big splash so Tu and Lei spend a few minutes debating whether what Charlie said about BYD rings true. Short answer - YES!
Tu and Lei then close out the pod revisiting some of the Ford issues in China.
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