Episode 95 - COVID Update - Opening up(?), More Details on November sales, Tesla NOW

The pod starts out with the latest news on the ground in China re: COVID and how it's ripping through the country since the Zero COVID strategy was abandoned. 

Lei then transitions the conversation over to what he anticipates December sales to look like. Tu details how competitive the sub-¥300K segment is in China and warns any EV makers about entering that segment. 

Both Tu & Lei move their attention and conversation to Tesla and their reads on Tesla's current situation in China including the rumor that Elon has found a new CEO to replace him. 

The pod ends with Lei talking about seeing a stimulus from the Chinese govt in 2023 to spur consumption and help get the Chinese economy out of its slump.