Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.

Topics:

The Global EV picture

The final frontier for China EVs

The US "China EV" strategy

GM and Ford

The status of FSD (full self-driving)

The changing perception of Tesla in China

What's next for BYD and Tesla?

When will CATL be producing batteries in the US?

The "best of the rest" China EV companies

Rapid fire

The growing angst in China over lithium supply