The podcast begins with Tu and Lei briefly discussing the XPeng's AI Day where XPeng unveiled a few different strategic initiatives including the development of a robotaxi and the design of its own silicon to help run it. 

The biggest news from XPeng was that they are entering the EREV space. 

The conversation then moves over to Audi's brand launch in China and Tu and Lei's differing views of the 'why' and how successful they ultimately feel it will be. Tu points out that it won't be in production until mid-2025. 

Tu and Lei spend the rest of the podcast discussing the implications of another Trump presidency, one influenced by Elon Musk and the other Silicon Valley VCs that backed his candidacy. 

Tu emphasizes that this runs much deeper than giving Tesla the advantage in the US and points to all the AI and space exploration investments that have been made by the tech bros.