The podcast starts with Lei asking Tu about his thoughts on the NIO event in Berlin launching its products into 4 European countries. Lei and Tu discuss their thoughts on the subscription pricing that NIO announced during the event.

The discussion shifts to BYD and their pricing announcements for the three products being introduced to the European market as well as the partnership announcement between Sixt and BYD. 

Tu and Lei end the podcast unpacking the news of Gotion and Our Next Energy (ONE) investing to build factories in Michigan to manufacture battery components/cells for electric vehicles.