Tu starts this podcast off with his thoughts on the latest reorg of Volkwagen Group's Cariad software group wondering why they installed another 'car' guy to run Cariad when Blume had a real opportunity to catalyze real change at the division.

He then compares and contrasts that with the recent hire of Mike Abbot by GM to run their software team. After Tu's take, Lei spends a few minutes giving his counterpoint on Tu's thoughts.

Lei transitions the conversation over to two product launches, one by BYD and the other by Wuling that caught his attention due to the price reductions both launched with. 

Lei briefly talks about Li Auto's product portfolio over the next few years and how its different then their competitors. 

The podcast closes out the podcast with Lei giving a brief history lesson on the Geely & Changan relationship and a bit of speculation on how they've moved past their differences and may work more closely together to help each other.