China EVs & More

In this episode, Tu & Lei debate VW brand's current sales struggles in China and Audi's Bold 2033 EV announcement that excludes China. They also bring in Will Sundin from China Driven to discuss Tu & Will's visits to Baidu's Apollo robotaxi depot in Yizhuang - What they did, saw, and overall thoughts of the technology.  Finally, Will and Tu take us through their time at Evoke Motorcycles, an electric motorcycle startup based in Beijing, and their chat with Nathan Siy and Sebastian Chrobok, the founders.  Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In this episode, Lei and Tu talk autonomous vehicles. They discuss Pony.ai, Didi, and break down the current partnership landscape between the AV startups, manufacturers, and ride-hailing companies and talk through how these partnerships are going to work. Lei highlights how the local chip startups could compete and ultimately dominate the local China market.Finally, Tu takes a few minutes to discuss the potential challenges ahead for Foxconn as they get into the automotive manufacturing business as they partner with Byton, Fisker, Faraday Future, and others.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In this week's episode, Lei discusses the surprise shuffle and newbies entering the top 5 in sales, Tu & Lei give an update on Jidu Auto (the Baidu & Geely partnership), and the Three Child policy and how that may affect the automotive sector.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In this episode, Tu and Lei talk about what to takeaway from the rumored Apple meeting with Chinese battery suppliers BYD & CATL. Tu also discusses his time participating in a live Mobility panel in Shanghai with over 40 people in attendance. Finally, Tu and Lei also take a few minutes to discuss some China EV CEO's comments during an automotive conference and prospects for the Didi (China's Uber) IPO.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

Lei & Tu get into more detail about the upgraded Li One and Li selecting Horizon Robotics as their future chip partner. They also discuss the announcement by Tesla to open their own data centers in Shanghai and the lack of a data strategy from other foreign OEMs. Finally, Tu & Lei add commentary on the Ford (+) strategy and how their China strategy was left out of the announcement and much more...Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In this week's episode, Tu & Lei go over April's EV sales numbers for the China market, one that has historically been a slow month. They also discuss Tesla's continuing sales struggles, the recent data security standards administration, the Qihoo 360 & JD.com partnership, and finally XPeng March earnings. Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

Tu & Lei have some fun with the latest on the Tesla protest-gate at #AutoShanghai2021 and talk about whether NIO way to Norway could be their way to the rest of the EU. They also discuss Skyworth, the Chinese brand known for TVs in China, entering the EV sector.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In a Labor Day shortened show, Tu & Lei unpack all the news that came out of 'NIO' Day in Norway and Tu talks about his domestic travels in China during China's 5 day Labor Day holiday. Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

Tu & Lei analyze and the numbers from CQ1'21 China auto sales before getting into the vehicles that were launched and the buildup to #AutoShanghai2021. Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In this episode, Tu & Lei discuss how packing technology into EVs becomes the norm in China and play out how the Chinese tech companies change the EV game for the OEMs & EV startups.Tu also discusses his trip to Changzhou to visit Niu, China's most innovative electric moped company. He deep dives a bit about the market, tries out their new products and visits their brand new factory.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify