Tu & Lei begin the podcast with an explanation of what Single's Day is in China and how some EV brands are participating, namely by launching promotions to help sell their vehicles. 

They both then begin to talk about Q4 and the mad dash by all the automotive players in the China market to finish out the sales year on a high note. Q4 alone can sometimes make or break a brand's annual sales. 

The podcast moves to a discussion on Li Auto's MEGA and XPeng's X9 MPVs and how they compare with one another and the both company's different approaches to market them. 

Polestar begins the next topic of conversation and it evolves into a broader discussion about Zeekr and Geely who owns both brands, specifically what Li Shufu is trying to get out of the spate of IPOs for his companies with the Zeekr still on the way.

The podcast ends with a brief discussion about the mobile phone connection with EVs and then whether its the right time for a Chinese EV company to be IPO'ing in the US.