Tu and Lei start the pod with a brief discussion about April sales the surprises and the disappointments.
Lei then moves the conversation to Jim Farley outlining Ford’s updated strategy for the China market with exports being a primary business priority and exiting certain segments in the market.
After closing out the April sales, Tu talks about the last week and a half of his return to China including going into detail about his visit BYD and riding DeepRoute and Pony AI robotaxis in Shenzhen.
Tu follows up with Tu’s adventure from Shenzhen to HK and challenges he faced getting there. Lei and Tu close the pod with a discussion of some of the main differences between traveling in China vs. the US.