Paul is joined by Tu Le of Sino Auto Insights for a discussion about the current exuberance surrounding the global electric vehicle markets. We do our best to put Tesla to one side and discuss the Li Auto IPO, the euphoria over Rivian, and we dive into the prospect of more established Chinese EV brands such as XPeng and WM.

With the change of leadership at Ford, we debate whether there is any way for the OEMs to bridge the gap.