Tu and Lei spend the first few minutes of the podcast updating about the policy changes coming out of a major Chinese govt meeting that are meant to stimulate the Chinese economy and some of the reactions from the external non-Chinese financial institutions reactions to those new stimulus policies.

Tu asks Lei to go over some of the vehicle launches that happened that week continuing the barrage of introductions from Chinese EV makers which, in large part, is why the legacies are struggling to keep up. Tu compares and contrasts that with the still very few clearn energy vehicles that are entering the US market.

Tu changes gears to congratulate BYD on producing their 9 milionth vehicle. He then talks about how meaningful that is and how it was accomplished in such a short period of time relative to earlier milestones.

Tu and Lei move to unpacking the new Biden administration proposed restrictions on Chinese connected vehicle software and hardware. Tu talks about how this closes the Mexico backdoor and effectively keeps China EV Inc out of the US market for the foreseeable future.

They close out the podcast with a brief review of the situation in Europe for China EV Inc and a preview of what they look forward to at the Paris Motor Show.

Tu and Lei begin this episode with an update on the sales of the newly launched vehicles from Mona and ONVO. They both promise to make a bad situation for Legacy Auto in China even worse.

Tu shifts gears and discusses how carmakers can still differentiate themselves even if they're using the same technology or more specifically, the same silicon to power the infotainment and intelligent driving systems.

Tu then also discusses what could happen to the foreign suppliers if they're not able to speed up their level of innovation to keep pace with their Chinese counterparts.

Lei then details his trip to Germany and his visits to Chinese EV brand dealerships.

Tu speculates that with everything going on in the European market, the Chinese brands in order to maintain their competitiveness should begin to start reducing prices on their products there.

The episode ends with Tu describing his trip to Vancouver to be a part of the Electrify Everything Conference sponsored by the Fully Charged team.

Tu and Lei kick off this podcast with the news that Volkswagen would like to close factories in Germany for the first time in decades. They spent a long moment to discuss this because this news sent shockwaves across the industry and is the realization to the world, if not clear yet, China EV Inc is putting the world on notice - that's its here and here to stay.

The discussion moves over to Mercedes, who while not in the same dire situation as VW, are also looking at what they can do to stop the bleeding in China.

Volvo is the next OEM discussed and Tu updates everyone on what EVs he's looking at for purchase since there are so many great deals out there.

Lei then updates everyone on August sales, which annually is the calm before the final turn into year end where all bets are off. They also discuss some of the levers being used by Tesla and others to try and keep demand for their products consistent.

To end the podcast, Tu and Lei discuss the ways that BYD continue to have their feet on the gas and have not slowed their aggressive entry and shipment of products into international markets.

They also analyze some of the tariffs and how they affect some more than others and who have the advantage in Europe for now.