Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. 

They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns into a broader discussion about their products, how they're suited (or not) to foreign markets and how said products could possibly perform outside of China.

Tu flips the script and pushes the conversation from tariffs to subsidies on the US side and points to Tesla being a major recipient of them. 

They both agree that battery swapping isn't a flash in the pan and is something, at least in China, is a viable option for electric vehicles. 

The podcast ends with a discussion on some of the latest announcements and unveils by Baidu Apollo with the RT6 L4 robotaxi and Pony's pilot pushing into Beijing's CBD area.