The power of Data is undeniable. And unharnessed - it's nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what's possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
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Content provided by Tu Le & Lei Xing, Tu Le, and Lei Xing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tu Le & Lei Xing, Tu Le, and Lei Xing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to China EVs & More
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Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock
Manage episode 521230201 series 3594265
Content provided by Tu Le & Lei Xing, Tu Le, and Lei Xing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tu Le & Lei Xing, Tu Le, and Lei Xing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond.
Xiaomi’s YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China’s most competitive EV segment. Meanwhile, Tesla’s domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.
The hosts also unpack XPeng’s viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip’s rising importance, and XPeng’s “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.
On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty.
_____________________
They also hit:
🚗 China’s EV sales still climbing globally despite misleading “EV slump” narratives
⚠️ Li Auto’s Mega fire, quality issues & employee discipline fallout
🔥 Another Xiaomi fire incident and the scrutiny on China-speed development
🧠 Volkswagen’s growing reliance on XPeng + Rivian for AD and software
🛰️ XPeng eVTOLs, land aircraft carriers, and new robotics demos
🔋 CATL’s stunning 1,122 GWh of battery output YTD
📉 Tesla incentives in the U.S. as Q4 softness appears
🛠️ Battery-swap wars: CATL Choco-Swap vs NIO’s network
📈 NIO surging past XPeng in monthly deliveries inside China
Fast-paced, brutally honest, and packed with first-hand insight — this episode explains the power dynamics shaping EVs, autonomy, supply chains, and the global auto industry’s next decade.
_____________________
Chapters:
00:00 Introduction to the EV Landscape
02:08 October Sales Insights
06:03 Global EV Sales Trends
08:36 GM's Supply Chain Strategy
12:36 Challenges in Reshoring Supply Chains
14:31 Volkswagen's Chip Strategy
20:31 Xpeng's AI Day Highlights
25:19 The Launch of LS9 and Its Features
26:52 The Evolution of Chinese Flagship Vehicles
28:04 Understanding the Tuhao Culture in China
29:14 Recent Events and Quality Issues in the Automotive Industry
31:16 The Rise of Autonomous Vehicles and Global Expansion
34:28 Insights from the Florida Autonomous Vehicle Summit
36:29 The Competitive Landscape of Autonomous Driving
39:33 The Future of Autonomous Vehicles and Market Trends
43:51 NEO vs. XPeng: A Shift in Market Dynamics
_____________________
🔑
SEO Keywords
China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi YU7 sales, Tesla China October 2025, XPeng AI Day, XPeng Iron Lady robot, XPeng Turing chip, RoboTaxi China, GM de-China supply chain, Nexperia chip crisis, CATL battery output, Li Auto Mega fire, NIO monthly deliveries, BYD EV exports, EV sales China, global EV demand, battery swap CATL Choco, NIO swap station Europe, Volkswagen XPeng partnership, Rivian VW software, Tesla pricing China, EV incentives 2025, China NEV market
233 episodes
Share
Manage episode 521230201 series 3594265
Content provided by Tu Le & Lei Xing, Tu Le, and Lei Xing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tu Le & Lei Xing, Tu Le, and Lei Xing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond.
Xiaomi’s YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China’s most competitive EV segment. Meanwhile, Tesla’s domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.
The hosts also unpack XPeng’s viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip’s rising importance, and XPeng’s “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.
On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty.
_____________________
They also hit:
🚗 China’s EV sales still climbing globally despite misleading “EV slump” narratives
⚠️ Li Auto’s Mega fire, quality issues & employee discipline fallout
🔥 Another Xiaomi fire incident and the scrutiny on China-speed development
🧠 Volkswagen’s growing reliance on XPeng + Rivian for AD and software
🛰️ XPeng eVTOLs, land aircraft carriers, and new robotics demos
🔋 CATL’s stunning 1,122 GWh of battery output YTD
📉 Tesla incentives in the U.S. as Q4 softness appears
🛠️ Battery-swap wars: CATL Choco-Swap vs NIO’s network
📈 NIO surging past XPeng in monthly deliveries inside China
Fast-paced, brutally honest, and packed with first-hand insight — this episode explains the power dynamics shaping EVs, autonomy, supply chains, and the global auto industry’s next decade.
_____________________
Chapters:
00:00 Introduction to the EV Landscape
02:08 October Sales Insights
06:03 Global EV Sales Trends
08:36 GM's Supply Chain Strategy
12:36 Challenges in Reshoring Supply Chains
14:31 Volkswagen's Chip Strategy
20:31 Xpeng's AI Day Highlights
25:19 The Launch of LS9 and Its Features
26:52 The Evolution of Chinese Flagship Vehicles
28:04 Understanding the Tuhao Culture in China
29:14 Recent Events and Quality Issues in the Automotive Industry
31:16 The Rise of Autonomous Vehicles and Global Expansion
34:28 Insights from the Florida Autonomous Vehicle Summit
36:29 The Competitive Landscape of Autonomous Driving
39:33 The Future of Autonomous Vehicles and Market Trends
43:51 NEO vs. XPeng: A Shift in Market Dynamics
_____________________
🔑
SEO Keywords
China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi YU7 sales, Tesla China October 2025, XPeng AI Day, XPeng Iron Lady robot, XPeng Turing chip, RoboTaxi China, GM de-China supply chain, Nexperia chip crisis, CATL battery output, Li Auto Mega fire, NIO monthly deliveries, BYD EV exports, EV sales China, global EV demand, battery swap CATL Choco, NIO swap station Europe, Volkswagen XPeng partnership, Rivian VW software, Tesla pricing China, EV incentives 2025, China NEV market
233 episodes
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Similar to China EVs & More
The power of Data is undeniable. And unharnessed - it's nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what's possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
…
continue reading
Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
…
continue reading
TechStuff is getting a system update. Everything you love about Tech Stuff now twice the bandwidth with new hosts, Oz Woloshyn (Sleepwalkers) and Karah Preiss (Sleepwalkers). Oz and Karah bring humour and wit to the table as they break down what's happening in tech...and what it says about us. TechStuff is the podcast where technology meets culture. We speak to the folks building the future to understand what tomorrow will look like and how our technology is changing us: how we live, how we ...
…
continue reading
Centered on Android, unafraid to go far and wide in tech. Each week, hosts Daniel Bader and Will Sattelberg bring you a conversation about the decisions being made from how Google designs its Pixel phones to questions about the efficacy of mass consumption artificial intelligence products. Join us as we reflect on the facts, the feelings, and the connections we're all making today.
…
continue reading
A tech podcast for the gadget lovers and tech heads among us from the mind of Marques Brownlee, better known as MKBHD. MKBHD has made a name for himself on YouTube reviewing everything from the newest smartphones to cameras to electric cars. Pulling from over 10 years of experience covering the tech industry, MKBHD and co-hosts Andrew Manganelli and David Imel will keep you informed and entertained as they take a deep dive into the latest and greatest in tech and what deserves your hard earn ...
…
continue reading
Tom Merritt and the team help you stay up to date with an independent, authoritative and trustworthy tech news briefing. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Material is a weekly discussion about the Google and Android universe. Your intrepid hosts try to answer the question, “What holds up the digital world?” The answer, so far, is that it’s Google all the way down. Hosted by Andy Ihnatko and Florence Ion.
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
Hanselminutes is Fresh Air for Developers. A weekly commute-time podcast that promotes fresh technology and fresh voices. Talk and Tech for Developers, Life-long Learners, and Technologists.
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
