The pod begins with Tu recalling the ordering process for OEMs to suppliers and Lei and Tu discussing the impact of the emissions standard update in July on the pricing and sales of ICE vehicles, specifically those that do not meet the new emissions requirements. 

Tu and Lei then move the conversation over to BYD and their export ambitions, recent earnings and overall outlook as they expand further into international markets. 

Lei then moves the conversation over to Huawei and they both discuss Huawei’s ambitions, their partners and what they think will Huawei’s ultimate path to success.

The podcast closes out with a discussion on Faraday’s strange Job #1 announcement and their continued struggles.