The pod starts out with Tu and Lei unpacking what Lei calls the biggest China smart EV reveal this year, the unveil of the Jidu Robo-1.

Tu gives an update on the status of Covid restrictions in Beijing including a bit of what’s opening up then Lei transitions over to an update on May sales numbers and how things are beginning to recover from a very poor April. Lei expects June to move towards normal as the OEMs are now more capable of dealing with COVID as being part of the 'new normal' for operations.

The dynamic duo spend the next several minutes dissecting NIO’s earnings and what you should look for later this year from them with important launches still on the calendar that will almost double the number or products they have on offer.

Tu summarizes a few pieces of news which segues to a broader discussion about BYD, and how they’ve surpassed VW Group this week by market capitalization. Lei and Tu then discuss the announcement this week that BYD will supply Tesla with batteries.