China EVs & More
Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense
Podcasting since 2021 • 240 episodes
China EVs & More
Latest Episodes
Episode #235 - Robotaxis Scale, Tesla Pushes FSD, and the Premium Auto Model Starts to Crack
In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers—from Silicon Valley to China and Europe. The conversation opens with a surge of AV a...
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49:09
Episode #234 - Canada Opens the Door, China EVs Advance, and Legacy Automakers Face a Reckoning
Episode 234 may go down as one of the most consequential conversations yet on China EVs & More. Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America—...
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54:16
Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative
Kicking off 2026, Tu and Lei return from CES in Las Vegas with firsthand insights into how the global auto industry’s center of gravity continues to shift toward China, AI, autonomy, and robotics. This episode unpacks...
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48:28
Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs
In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why...
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40:43
Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most
In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry. With subsidies set to expire in 2026, November marked the real start of Chi...
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40:23