Tu and Lei begin this podcast by discussing the layoffs announced at NIO and how this could help them and why it was potentially overdue. 

Tu and Lei educate on what Single's Day in China is and how even EV brands have gotten in on promotions during the biggest digital commerce day in the world. 

Tu and Lei give a quick update on BYD sales for 2023 and posit that they are really the ONLY company that's continuing to grow it's already substantial sales in China and starting to build sales momentum ex-China. 

They both then take a few moments to talk about their experience at a Zeekr Track Day event they both attended just outside of New York City at the Monticello Motor Club. 

In addition to the Track Day, Lei also hosted a fireside chat with Ganesh Iyer, current US Head for NIO later in the week. He discusses a few notable things Ganesh had to say.

The podcast closes out with a chat about what's expected to be a mad dash by all automakers to finish out 2023 with a sales bang.