China EVs & More turns 1 year old! Tu starts the podcast out by summarizing the first week of the MOBILIT/E Conference and Tu & Lei discuss some of the highlights of the week.
Lei details his interview with outgoing Porsche China CEO Jens Puttfarcken and Porsche's amazing streak of 20 years of growing sales in China.
Tu and Lei move on to how large and complex a company BYD is and how they're well-positioned to take advantage of the global pivot towards EVs and then discuss the news about Volkswagen Group rumored to be acquiring Huawei's autonomous vehicle group.
They both discuss Baidu Apollo launching its robotaxi service in Shenzhen, becoming the only AV company with pilot programs in each of the tier 1 cities.
Tu and Lei close out the pod by talking about how Diess has been a polarizing figure to a normally low-key Volkswagen management style and how NIO management has targeted BMW as THE competitor that their vehicles are going after.