China EVs & More Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience
The podcast starts with Lei seeing Tesla - all over Shanghai. Tu goes a step further saying that the Tesla brand is stronger in China than the Porsche brand.
The conversation broadens out to a brief discussion about the Tesla earnings call and what analysts expect Tesla sales numbers to be in Q4 and whether or not they can match their sales from 2023.
Tu moves on to congratulate WeRide for IPO'ing on the NASDAQ something they'd plan on doing much sooner. They discuss who is still up to IPO in the US later this year or early next.
The conversation switches to Jim Farley's comments about driving the Xiaomi SU7 for the last 6 months and not wanting to give it up. Tu speculates that its his way of rallying the troops - Herbert Diess style.
Lei then takes a few moments to discuss why he's over in China and some of the companies he's visited on this trip.
The podcast closes out with Tu talking about his participation in the Reuters Automotive event held in Detroit and a brief discussion about how the price war has continued and still doesn't seem to be ending anytime soon.
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