This episode starts out with a brief detour with Tu describing his trip to the newly opened Universal Studios. Tu & Lei then move on to unpacking how the XPeng P5 introduction will affect the mass-market (<300K RMB), smart EV segment.
The discussion then transitions to electric vehicle consolidation that although hopeful, isn't likely to happen in any significant way for quite a while. Tu & Lei then talk about Foxconn's bold moves with MIH & Foxconn's own EV brand - Foxtron.
The pod is closed by updating everyone on the current China Evergrande situation.