Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for dominance is heating up. They also dive into Li Auto’s latest earnings, NIO’s intelligent driving rollout, and XPeng’s momentum in tech and exports.

Plus: reflections from Tu’s panel at the Mackinac Policy Conference, GM’s retreat in China, and why Michigan must lead the U.S. into the next era of mobility.

🔋 Topics include:

BYD’s price war escalation and “Evergrande of autos” accusation
China’s zero-mileage car controversy and export gamesmanship
Xiaomi’s rebound with the YU7
NIO’s shift from Nvidia to Shenji chips
Li Auto’s strategy with the i-Series and massive charging ambitions
Tesla’s tech leadership slide in China
Geopolitical headwinds, trade policy, and Michigan’s EV future

📌 Companies mentioned:

BYD, Geely, Chery, Cadillac, XPeng, Xiaomi, Great Wall Motor, Li Auto, NIO, Tesla, GM, Stellantis, Buick, Chevrolet, Aito, Denza, Yangwang, Fang Cheng Bao, HiPhi, EV Electra, Faraday Future, LG Energy Solution, Car Design Research, Peugeot, Citroën

Digital Disruption with Geoff Nielson
Discover how technology is reshaping our lives and livelihoods.

Listen on: Apple Podcasts Spotify

#63: Jonathan Crary - Scorched Earth