Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China. 

Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that plans to build semis in the US. Tu posits that this could be push that opens the door for more Chinese players to mannufacture in the US. 

Tu then speculates that should Kamala Harris win the election she may want to develop her own set of policies toward Chinese EVs, specifically on the manufacturing in the US side. 

Tu brings up a post in his newsletter about battery pricing below $100 in China where OEMs can build EVs profitably. 

Tu closes out the show with his brief experience riding in a Lucid Air Sapphire and it's absolutely ridiculous acceleration.