China EVs & More

• Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its implications for competitors like Tesla. They share insights from their experiences with Waymo in Phoenix, analyze production capacities, and explore the dynamics of the EV market, including the rise of robotaxis and the challenges faced by traditional automakers. The conversation highlights the importance of marketing strategies and consumer engagement in the rapidly evolving automotive landscape.KeywordsXiaomi YU7, Tesla, EV market, Waymo, robotaxi, automotive industry, China, electric vehicles, market analysis, mobilityDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers. They explore the challenges of transitioning to Level 4 autonomy, Tesla's valuation in comparison to competitors, and the milestones achieved by various EV companies. The conversation also touches on Xiaomi's ambitions in the EV market and Renault's leadership changes, providing insights into the future of the automotive industry.KeywordsEV, Tesla, Robotaxi, Level 4 Autonomy, China, Price War, FSD, Market Dynamics, Xiaomi, RenaultDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving, and XPeng's AI innovations. Additionally, they address quality control challenges and the regulatory environment affecting the industry.Keywords / Companies:China EVs, automotive industry, payment terms, suppliers, BYD, Tesla, XPeng, quality control, market strategy, electric vehiclesDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #211 - Surprise! Trump and Elon ≠ BFF, Changan + Dongfeng Merger? JK!, May Sales

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brands like Chrysler, current market challenges in the US, and the implications of recent sales trends. They delve into the fallout from the social media spat between Trump and Elon Musk, the significance of China's rare earth restrictions, and emerging trends in EV technology. The conversation also highlights insights from recent automotive conferences and engages with audience questions about the future of the industry.KeywordsEV, automotive industry, Chrysler, Tesla, Trump, China, rare earths, sales trends, technology, conferencesDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• CEM MAX AutoShanghai2025 Roundtable - Part #1

  Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regulatory changes impacting safety standards, shifts in marketing focus from technology to safety, and the competitive dynamics between legacy automakers and emerging brands. Key players like Tesla and BYD are analyzed in terms of their market strategies and future challenges, with insights into the global expansion of Chinese EV brands and the implications of geopolitical factors on their growth.KeywordsChina, EVs, Shanghai Auto Show, regulatory changes, safety, Tesla, BYD, automotive industry, electric vehicles, market trendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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