Episode #111 - Tu & Lei Going Back to China, Reflections on the NY Auto Show, GM Kicks Apple Out

Lei kicks off the pod with his feelings on heading back to China after more than 3 years away. Tu then talks a bit about how much China has changed in that short amount of time. 

Lei moves the discussion over to his trip to the New York auto show and highlights the RAM EV truck that was unveiled. Tu comments on the massive size of the battery pack for the RAM. 

This gets them into a discussion about what the OEMs and the US need to do in order to create a real EV revolution in the US starting with producing affordable EVs, particularly below the $50K price point. 

They then begin to talk about why range is such an important consideration for Americans because of the desire to haul or tow things behind their vehicles and the challenges it poses to automakers who are challenged with providing sufficient range for vehicles when towing. 

Tu and Lei then briefly chat about the challenges being faced by the foreign legacies in China and Tu points to the hey days of them being market leaders is over.

Tu and Lei end the pod with a discussion about Tu’s newsletter post unpacking GM’s announcement that it’s not going to support Apple Car Play anymore.