China EVs & More

Episode #16 - Li Auto Li One midcycle upgrade / launch, Tesla & Foreign OEM China data strategy, Ford (+) strategy and China

June 11, 2021 Tu Le & Lei Xing
China EVs & More
Episode #16 - Li Auto Li One midcycle upgrade / launch, Tesla & Foreign OEM China data strategy, Ford (+) strategy and China
Show Notes

Lei & Tu get into more detail about the upgraded Li One and Li selecting Horizon Robotics as their future chip partner. They also discuss the announcement by Tesla to open their own data centers in Shanghai and the lack of a data strategy from other foreign OEMs. Finally, Tu & Lei add commentary on the Ford (+) strategy and how their China strategy was left out of the announcement and much more...