Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector

1

Introduction

00:00 • 2min

2

China, Is It Easing Up?

01:49 • 3min

3

The Chinese Government Is Changing the Narrative, Right?

05:00 • 1min

4

The World Cup

06:27 • 2min

5

China Soccer, Inc.

08:13 • 2min

6

Jiang Jiang, the General Secretary of FAW Volkswagen Joint Venture

09:55 • 2min

7

Automotive Industry in China: Jiang Jiang's Legacy, Right?

11:34 • 2min

8

Is There a Record Breaking in December?

13:31 • 3min

9

Is It a One Month Flip To?

16:37 • 2min

10

L8

18:29 • 2min

11

EV Subs - Will They Be Extended?

20:37 • 2min

12

The Home-Cast Isn't Super Expensive, Right?

23:04 • 4min

13

Evergrande EVs

27:12 • 3min

14

Is G9 Going to Get a Price Slash?

29:46 • 3min

15

Baidu Robotic Taxi

32:46 • 4min

16

Robotaxis in the United States, Not in Europe?

36:44 • 2min

17

ADAS and Robotaxi in Europe, Right? Yeah. Yeah.

38:39 • 2min

18

Baidu L4 Robotaxi Solution in China

40:24 • 3min

19

The Chinese EVAD Space - Baidu or Waymo?

43:01 • 2min

20

What's Next for China?

44:48 • 3min

21

We'll Talk to You Next Week

47:25 • 3min