China EVs & More

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

Dec 9, 2022

50:49

Highlights

AI Chapters

Episode notes

Robotaxis in the United States, Not in Europe?

01:55

Baidu Robotic Taxi

03:58

Jiang Jiang, the General Secretary of FAW Volkswagen Joint Venture

01:40

Introduction

2min

China, Is It Easing Up?

3min

The Chinese Government Is Changing the Narrative, Right?

1min

The World Cup

2min

China Soccer, Inc.

2min

Jiang Jiang, the General Secretary of FAW Volkswagen Joint Venture

2min

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

2min

Is There a Record Breaking in December?

3min

Is It a One Month Flip To?

2min

10.

2min

11.

EV Subs - Will They Be Extended?

2min

12.

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

4min

13.

Evergrande EVs

3min

14.

Is G9 Going to Get a Price Slash?

3min

15.

Baidu Robotic Taxi

4min

16.

Robotaxis in the United States, Not in Europe?

2min

17.

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

2min

18.

Baidu L4 Robotaxi Solution in China

3min

19.

The Chinese EVAD Space - Baidu or Waymo?

2min

20.

What's Next for China?

3min

21.

We'll Talk to You Next Week

3min

Tu and Lei begin the podcast with a discussion on the complete turnaround by the Chinese govt. on COVID policy, how it's completely changed everything on the ground, how long it might take for COVID to spread throughout the country and if it'll have any damaging effects on business.

Lei reflects briefly on Jiang Zemin's death and the impact he had on China's modern automotive sector.

Tu and Lei quickly move over to a broad discussion on November sales and what caught their attention including a deeper analysis on China's Big 4: Li Auto, XPeng, NIO, and BYD.

The podcast ends with Tu and Lei talking about the latest developments in the global autonomous vehicle space starting with Cruise Automation's 100 robotaxis recently being deployed in San Francisco and contrasting that with the strategies for Baidu and other China AV Inc.