Tu & Lei talk about the media outlet that crashed a BYD Han which caught fire after 48 hours and BYD's reaction to the news hitting Chinese social media. They also debate whether the Huawei exec that made a controversial statement about Tesla should be fired or not. 

Finally, they unpack the sodium-ion battery that CATL made an announcement about this week. Will this ultimately help them with sales in the near term? Is it a game-changer?

Digital Disruption with Geoff Nielson
Discover how technology is reshaping our lives and livelihoods.

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In this episode, Tu & Lei talk about how the Tesla recall may actually have benefited them in China. They also unpack the monster ambitions that Great Wall Motors has laid out via their 2025 sales forecasts. Finally, Tu and Lei break down what to expect from the Didi US IPO and all the excitement that's been built up because of it.

Digital Disruption with Geoff Nielson
Discover how technology is reshaping our lives and livelihoods.

Listen on: Apple Podcasts   Spotify

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

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In this episode, Tu and Lei break down what's really happening with the Didi situation and what this could mean to other ride-hailing firms as well as smart EV companies. 

Lei goes over June sales numbers and the expected sales growth for the rest of this year and finally, Tu talks about attending AutoX's Gen 5 launch in Shanghai.

Digital Disruption with Geoff Nielson
Discover how technology is reshaping our lives and livelihoods.

Listen on: Apple Podcasts   Spotify

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

Listen on: Apple Podcasts   Spotify

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

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

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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.

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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

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

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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

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

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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

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

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

Tailwind Talks

Tailwind Talks is a podcast for high-performing professionals who want to build...

Listen on: Apple Podcasts   Spotify