The pod starts with Tu and Lei talking about Tavares' comments about doing business in China and how Europe should place import tariffs on Chinese imported EVs into Europe. They discuss whether his comments were controversial or not. 

Lei then takes a few minutes to discuss his time at the Paris Motor show and the Chinese brands that both directly and indirectly attended and how it seems that they've infiltrated the. market already.

Tu talks about his trip to San Francisco and the panel that he sat on regarding China US trade and IP rights. 

The pod ends with a discussion on EV sales and the pricepoints that dominate the volume for China's record sales year that still has almost a full quarter left.