Tu and Lei start out the podcast with a quick review of the November sales and a broader discussion about the difficulty of and pressure on the EV makers to grow sales in an ultra competitive environment.

They both then spend a few minutes unpacking the announcement & implications of  VW developing an EV platform called the China Main Platform (CMP) based on the MEB platform for the China market ONLY and how that's likely to do.

Lei gets Tu's thoughts on Elon mentioning that in the future the Top 10 EV makers will be Tesla with the other 9 all being Chinese.  

The podcast shifts over to discussing all the latest moves by Huawei, who both agree have been very aggressively moving into the connected, EV space over the last couple years with a goal to grow revenues from this new division significantly over the next several years.

The podcast ends with both discussing NIO's expanding swap partnerships in China, now including Geely.