In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors. Key topics include:

• US-China Trade & Tariffs – The impact of Biden’s 100% tariff on Chinese EVs and how Trump’s possible return could reshape trade policies.

• Tesla Updates – The launch of the new Model Y (Juniper) and its effect on competition. Discussion on Tesla’s FSD approval in China and how it stacks up against local brands.

• China’s EV Market – Government incentives, rising EV adoption, and CATL’s prediction that LFP batteries will dominate 70% of the market in three years.

• US Automakers – Ford and GM’s EV sales growth, Cadillac’s Lyriq V launch, and Stellantis’ $5B investment in US manufacturing.

• BYD Scrutiny – Reports of hidden debt and its growing competition with Tesla.

• Upcoming Price Wars – How Chinese EV makers may cut prices to compete with Tesla’s new Model Y.

Companies Discussed

1. Tesla – Model Y Juniper, FSD in China

2. BYD – Market leadership, financial concerns

3. Ford – EV growth

4. GM – Cadillac Lyriq V, Momenta partnership

5. Stellantis – Investment in US factories

6. CATL – Battery market trends

7. Xpeng, NIO, Geely – Competition in China

The hosts also discuss the upcoming Shanghai Auto Show and how government policies will shape the future of EVs.