Lei and Tu start the podcast out with a brief celebration of hosting their 100th episode. They then move to reflecting on 2022's final China sales numbers.
Tu articulates how amazing it actually was that China was able to achieve sales of >6.7M units despite all of the challenges including a complete shutdown of Shanghai, the automotive market's single largest market.
The convo moves over to Tesla's price cuts, why they did it and what it means for them and their competitors.
The pod ends with Tu discussing the current status of the US's Inflation Reduction Act is, what it means and who it will benefit.
China EVs & More