Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector

Tu and Lei begin the podcast with a discussion on the complete turnaround by the Chinese govt. on COVID policy, how it's completely changed everything on the ground, how long it might take for COVID to spread throughout the country and if it'll have any damaging effects on business. Lei reflects briefly on Jiang Zemin's death and the impact he had on China's modern automotive sector. Tu and Lei quickly move over to a broad discussion on November sales and what caught their attention including a deeper analysis on China's Big 4: Li Auto, XPeng, NIO, and BYD. The podcast ends with Tu and Lei talking about the latest developments in the global autonomous vehicle space starting with Cruise Automation's 100 robotaxis recently being deployed in San Francisco and contrasting that with the strategies for Baidu and other China AV Inc.