Tu and Lei discuss BYD's continued success and marvel at their ability to break record after record. Tu points out that their operation efficiency is one big reason they're able to continue this blistering growth. 

This leads to a larger conversation about October sales and the sales drops of the European automakers (BMW, Mercedes, Volkswagen Group, Porsche) and how much they should be worried about their future prospects. 

This leads to a discussion about both Stellantis and Volkswagen Group and their recent outwardly vocal pleas to get smaller to shed costs. 

The podcast closes out with a tariff discussion and how the EU and China may be able to avoid a trade war since both sides really don't want that.