Episode #34 - September EV Sales, NIO Officially Launches in Norway, Geely Makes Some Bold Moves

Lei declares that this is the 'Week of Big Bets!'

Tu and Lei unpack various automakers' September sales numbers and the overall outlook of the China EV market. They take a close look at Tesla reconciling sales vs. capacity and where they go next.

They then move onto NIO's move into Norway and how asset-heavy it seems to be. Tu and Lei close out the pod with a chat about Geely including Polestar's ambitious growth plans.