Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift the conversation over to XPeng's 10 year anniversary and discuss what they remember about XPeng over the last 10 years. 

Lei and Tu then move to discuss the speed of change and product refreshes. The automotive space hasn't seen this frequency of refreshes ever. 

Tu changes subject over to General Motors (GM) restructuring the China business along with a brief history lesson for GM doing business in China. 

The discussion moves over to a 15 minute CNBC video that was posted that compares the US Model Y to 4 Chinese branded vehicles: BYD, Li Auto, NIO and XPeng that Tu contributed to and was interviewed for. 

The podcast closes out with a discussion on the Merc EQE that caught on fire in an underground parking structure outside of Seoul, South Korea which sparked a HUGE uproar about the safety of EVs and who supplies which batteries to what vehicles.