The podcast starts with Tu and Lei having a long discussion about their takeaways from Tesla's Investor Day. For Tu it was all about the ambitious numbers that stood out. Lei thought it was notable that Tom Zhu came out to present. 

Lei then moves the conversation over to his attending Luminar Day and they both reflect on how important the China market is for Luminar if they're to hit on any of their lofty sales and install goals. 

The pod ends with Tu and Lei briefly touching on February sales as the sales numbers were beginning to trickle out and what's surprised them so far.