Tu and Lei start out the podcast talking July sales and deep dive into a few EV startups that are having challenges ramping and consistently increasing their MoM sales - Lei ranks China’s Big EV Three.

Tu moves the conversation over to his experience riding Baidu Apollo’s robotaxi and how its progressed since the last time he rode it. 

Lei then moves onto a discussion about BYD and how they’re continuing their tear with no end in sight. How far can BYD go? Tu and Lei discuss what makes BYD different from everyone else.

Tu’s quick takes this week include a shout out to Innoviz and landing the VW whale as a customer for their LiDAR equipment and he highlights an article that details the companies that likely have access to your driving/location data if you’re driving in the US. 

Tu and Lei close out the show with their announcement about sponsoring a happy hour on the evening of September 14th during the week of the Detroit Auto show. For those in town that week, don’t forget to RSVP for it!