Tu and Lei start the podcast out with a discussion on NIO's Q3 earnings and bullish Q4 outlook, specifically what it'll take for NIO to hit 20K units for the month of December.
The discussion moves onto Geely's big week that started with the Farizon commercial vehicle launch moving onto the Geely & Renault powertrain tieup, then the Volvo EX90 unveil to finally the Radar RD6 camper launch.
Tu pushes into a deeper dive about Renault and their announcements that week including its doubling down on the Google partnership and how they will become digital, connected and electric via their Ampere entity.
The podcast closes out with Lei talking about pricing inflection point where NEV sales volume drops off significantly and what it says about the China market.