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A Lunar New Year Special: BYD, EVs and Chinese Capital Allocation
After Hours
The Future of Electric Cars
Tesla's aggressive price reductions and the rise of new distribution models are changing the electric car market. Chinese companies like Xiao Pang and BYD are adopting different strategies, while Tesla cuts prices by 10-20%. Previously able to extract the rents of scarcity, Tesla now needs volume to compete.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode