Tu and Lei start the pod out with an update on which manufacturers have been affected by the lockdowns and Covid outbreaks throughout China - Which are running and which aren’t, areas to keep an eye on, and what to expect in the next few weeks. 

Tu explains what happens normally if there are supply issues at a factory, all of the parties involved, how accurate data needs to be, and how everyone has a timeframe to do it in order for the factory to continue to build. 

This leads to a discussion about Tesla’s earnings call and how impressive they continue to be. Tu and Lei agree that ShanghaiGiga needs to get back online sooner than later if Tesla is to reach their goal of >1.5M units for 2022. 

The conversation shifts over to BYD’s announced partnership with Horizon which BYD also happened to invest in. 

Lei summarizes the five EV debuts that came out within two days of each other - ALL coincidentally from the legacy automakers. Tu gives his opinion on these concept vehicles, one, in particular, that’s he specifically critical of. 

The podcast ends with a deep dive on the F150 with both Tu & Lei pointing out how inspirational it is for an Asian woman to be the Chief Engineer of such an important product for Ford.