Best Lei Xing Podcasts (2024)

1
Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition 46:45

7d ago46:45

46:45

The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands. They both transition the discussion over to the BYD partnership with Uber that was announced this week. They piggyback off this BYD discussion to also…

1
Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs 47:18

18d ago47:18

47:18

Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China. Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that p…

1
Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next 37:56

27d ago37:56

37:56

Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's production license despite the overcapacity in China. Tu briefly explains how this could happen. Tu and Lei take a few …

1
Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ 57:34

1M ago57:34

57:34

Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to what they expect to see later this year as we get past summer and move towards the always exciting year-end sa…

1
Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception 44:20

1M ago44:20

44:20

Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retaliation for the EU tariffs on Chinese EVs. Tu and Lei then take a few moments to digest and unpack what it all me…

1
Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated 51:25

2M ago51:25

51:25

Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt o…

1
Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation 39:23

2M ago39:23

39:23

Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands fu…

1
Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks 35:52

3M ago35:52

35:52

This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to…

1
Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China 38:13

3M ago38:13

38:13

Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns …

1
Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show) 1:12:37

3M ago1:12:37

1:12:37

First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen. For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent dr…

1
Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area) 1:01:03

3M ago1:01:03

1:01:03

Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different from Auto Shanghai 2023. They both reflect on what the legacy automakers revealed at the show and how the legacies presence in Beijing this year was much different than what it was for 2023 in Shangha…

1
Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6 39:22

4M ago39:22

39:22

Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV. Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xi…

1
Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations 32:14

4M ago32:14

32:14

Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV brands in order to keep sales momentum going. The detail some of the challenges that contibute to the ongoing price war and how Tesla has fated during a price war they initiated. They then contrast t…

1
Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024 35:25

4M ago35:25

35:25

This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle. The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take…

1
Episode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the Year 44:14

5M ago44:14

44:14

Tu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all helped to build excitement for this product launch. After an extended discussion about ALL THINGS Xiaomi SU7, they move the conversation over to Lei's trip to the NYC Auto show. Lei talks a bit about the Wor…

1
Episode #158 - Li Auto Surprises (not in a good way), The Role of Social Media on EVs in China and the EV100 & Nvidia GTC Conferences 39:30

5M ago39:30

39:30

Li Auto adjusting their Q1 sales guidance downward was the first topic of discussion in this week's podcast. Of the three WeiXiaoLi triplets, Li Auto has been the darling of Wall Street but their sales have very suddenly hit a wall Tu then gives a short lesson on master production schedules, ordering parts and lead times and how any sudden change i…

1
Episode #157 - Porsche Update, NIO's ONVO and BYD Abroad 46:54

5M ago46:54

46:54

Lei headed over to Germany for Porsche's Annual Press Conference so much of the podcast was dedicated to what Lei learned about during his visit and led to a broader discussion about Volkswagen Group and what Tu thought about VW Group's annual press conference and how important Porsche is to Volkswagen Group's global goals. After a detailed discuss…

1
Episode #156 - EU leans PROTECT, Outcomes from the Two Sessions, Global Auto Heads to Brazil 49:27

5M ago49:27

49:27

Tu and Lei start this podcast out with going over the latest news on the tariff situation on Chinese EVs in the US and EU with the EU now also seeming to lean towards increasing protectionism. Lei then moves the discussion over to the R2 launch from Rivian, the follow up to their R1 and emphasizes the affordability factor with the R2. This turns in…

1
Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale 39:24

6M ago39:24

39:24

Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally. Tu points out BYD's social media campaign about how 'electric is cheaper than gas' after they'd cut prices of their already low priced vehicles, so much so that they are cheaper than ICE vehicles from Volkswagen and some o…

1
Episode #154 - BYD Leading the Price cuts, When tech is too tech, Thoughts on the next couple MAX episodes 42:47

6M ago42:47

42:47

Tu begins the podcast talking about how the price war still has legs and will likely last through the end of this year into 2025. BYD has been leading the way with price cuts on their more popular vehicles daring their competitors to do the same. Tu then talks about the Buick Electra E5 EV that has just gone on sale for ~$23K and wonders out loud w…

1
Episode #153 - China Opinion on NEV Trade Cooperation, Tu and Autoline Ater Hours, Ford's Skunkworks team 48:44

6M ago48:44

48:44

Tu and Lei start out the podcast by wishing each other 'Happy New Year' and discuss a bit about the holiday and their traditions and how it's celebrated by their families. Lei then moves over to discuss the Chinese Opinions on NEV trade cooperation and both of them add their opinions about how the language and roll out of the opinion piece should b…

1
Episode #152 - January Sales (CNY effects), Evergrande, Didi + CATL, the Real Export Champ 42:35

7M ago42:35

42:35

Tu and Lei start the podcast out with some of their family traditions for Lunar New Year. They then move onto unpacking January sales numbers and emphasizing the MoM comparisons not that important due to Lunar New Year being in January last year. Tu anticipates what we should see in March and beyond depending on how panicked the OEMs will be coming…

1
Episode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI Collab 39:15

7M ago39:15

39:15

Tu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in China. Tu and Lei then transition over into a detailed discussion about Tesla’s earnings and the role that the China market plays in their earnings and operations and how most analysts miss how important …

1
Episode #150 - China's BIG challenges, the Lotus Emeya and TuSimple Exits Stage Left 42:10

7M ago42:10

42:10

Lei throws a curveball to begin the show and talks about some of China’s societal challenges, namely the aging population and shrinking number of babies born. Tu chimes in with his experience coming to the US at a very early age. They broaden the discussion out a bit to bring in a few more noteworthy challenges to round out the discussion. Tu & Lei…

1
Episode #149 - Lei unpacks CES 2024, GM Sales in China 📉, FInal Numbers from 🇨🇳 40:40

7M ago40:40

40:40

Tu and Lei dedicate this episode to the sights and sounds coming out of Las Vegas CES 2024. Lei spends the first half of this episode unpacking all that he saw and thought about the technology he experienced and the people he spoke to. Tu and Lei then go onto some of the macro sales numbers that came from China for 2023 and unpack what they all mea…

1
Episode #147 - The Year in Review edition 55:36

7M ago55:36

55:36

Tu and Lei begin the podcast out with a look back at how Tesla ignited the price war in the beginning of 2023. They move onto a discussion about Xiaomi and CEO Lei Jun's strategy for entering the market and building up excitement for their first vehicle that's due to launch in the next year and finally making guesses on what their vehicle's price w…

1
Episode #148 - 2024 Predictions from Tu & Lei 51:53

7M ago51:53

51:53

Each year this episode is HIGHLY anticipated and is ALWAYS one of the most downloaded epsiodes of the year. If you want to hear what they think of 2024 in China and around the world for the EV, battery and mobility space, you have to listen to this episode.By Tu Le & Lei Xing

1
Episode #144 - NIO Earnings, Stellantis & Ample swapping collab, Tesla Wants More Capacity at ShanghaiGiga 45:06

8M ago45:06

45:06

Tu and Lei begin the podcast and take quite a bit of time to share their thoughts on NIO Q3 earnings and how to look at the numbers. They back out of the earnings to briefly review the announcements that NIO has made over the last several months. Tu moves out a few thousand feet to talk about the China market and some of the players in it and then …

1
Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner 42:50

9M ago42:50

42:50

Tu and Lei start out the podcast with a quick review of the November sales and a broader discussion about the difficulty of and pressure on the EV makers to grow sales in an ultra competitive environment. They both then spend a few minutes unpacking the announcement & implications of VW developing an EV platform called the China Main Platform (CMP)…

1
Episode #142 - NIO & Changan Swap, Tu and Lei Go to LA for the Show (and more), China Loves EREVs 44:26

9M ago44:26

44:26

This episode starts with Tu and Lei unpacking the significance of NIO partnering with SOE Changan to expand it's swapping services. After a significant deep-dive into the NIO swapping news, Tu then asks Lei about the announcement that Stellantis will use CATL to supply them batteries for the EU market. This in addition to the recent investment that…

1
Episode #141 - Single's Day EV Promotions, Q4 Mad Dash and the Zeekr IPO 42:09

9M ago42:09

42:09

Tu & Lei begin the podcast with an explanation of what Single's Day is in China and how some EV brands are participating, namely by launching promotions to help sell their vehicles. They both then begin to talk about Q4 and the mad dash by all the automotive players in the China market to finish out the sales year on a high note. Q4 alone can somet…

1
Episode #140 - Zeekr Track Day in the US, Lei's Chat with NIO's Ganesh Iyer, A Mad Dash to Close 2023 45:16

10M ago45:16

45:16

Tu and Lei begin this podcast by discussing the layoffs announced at NIO and how this could help them and why it was potentially overdue. Tu and Lei educate on what Single's Day in China is and how even EV brands have gotten in on promotions during the biggest digital commerce day in the world. Tu and Lei give a quick update on BYD sales for 2023 a…

1
Episode #139 - Stellantis + LeapMotor, Geely Related Events in SH / BJ, Cruise Troubles 46:50

10M ago46:50

46:50

Tu and Lei start out with the big news of the week. Stellantis acquiring a stake in Chinese EV / EREV maker - LeapMotor. Tu asks Lei to give a brief history lesson of DaimlerChrysler / FCA / Stellantis. They then both dive into the transaction, giving more background about LeapMotor and the opportunities and challenges ahead for both sides. The con…

1
Episode #138 - Euro Legacies Still Love China, Li Auto MEGA and Graphite Restrictions 34:24

10M ago34:24

34:24

Tu starts with a brief update and discussion with Lei on Tesla in China and the overall slowdown in the EV space around the world. The conversation quickly moves to Bill Ford's comment about Chinese EVs 'coming to our shores' and a brief discussion on Ford's recent moves. Tu and Lei move onto discussing European brands Citroën, Peugeot and Mini and…

1
Episode #137 - Li Auto's Ambitious Plans, Porsche's Woes in China, Tu's Bay Area Adventure 50:56

10M ago50:56

50:56

The pod starts with a brief update on the UAW & US Three situation but moves quickly over to a brief disussion about Li Auto's openly stated and ambitious goals of selling 3M vehicles in China by 2028. Tu then pushes the chat to Porsche and the struggles they may beginning to see in the China market, a market they've only seen growth in since enter…

1
Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise 31:42

10M ago31:42

31:42

Tu and Lei begin the podcast with a brief discussion about the double holiday being celebrated in China - National Day & Mid-Autumn Festival. Lei then transitions the discussion to September sales and it wasn't very pretty for many EV companies. Tu reminds everyone that new vehicles were just launched by some brands and that those sales vehicles sa…

1
Episode #135 - BYD Moving Up the Charts, Foreign Legacies Chose to Enter China, Tesla Selling Online in China 47:09

11M ago47:09

47:09

This week's podcast begins with BYD jumping Ford to become the 4th best-selling automotive brand in the world for the month of July which should be a wake-up call to Ford management, if they've not been woken up yet. Tu jumps on his soapbox to explain how the narrative about the foreign legacies entering the China market is incorrect and does his b…

1
Episode #134 44:06

11M ago44:06

44:06

By Tu Le & Lei Xing

1
Episode 133 33:19

11M ago33:19

33:19

By Tu Le & Lei Xing

1
Episode #132 35:22

11M ago35:22

35:22

By Tu Le & Lei Xing

1
Episode #130 - PHEVs Galore, WeRide US IPO and What to Expect from IAA Mobility Munich 50:42

11M ago50:42

50:42

Tu and Lei start this podcast out with a brief discussion about the Chengdu Motor show. Both comment on the trend towards plug-in hybrids and MPVs which includes the Li Auto MEGA that was announced that week. Tu and Lei then have a broader discussion about how hybrids weren't being focused on until Li Auto's success and now there are EREVs being la…

1
Episode #131 - Unpacking XPeng's Moves, BYD Adds to its Manufacturing footprint, NIO Sales Revamp 42:00

11M ago42:00

42:00

Tu and Lei begin with a discussion about all the recent moves made by XPeng and whether it moves the needle for them or not. They turn their attention to August sales, specifically the top of the leaderboard which sits Li Auto, XPeng and NIO, the three US publicly traded Chinese EV companies who also happen to get the most attention by western medi…

1
Episode 129 - XPeng earnings, Lei's trip to NEO Park, Our Next Energy Tech update 43:16

12M ago43:16

43:16

The podcast starts with Lei being a bit nostalgic about leaving Beijing after visiting for the last 2 months. It quickly moves to a discussion about XPeng earnings with Lei summarizing the earnings call and Tu giving his readout on what it all means. This discussion evolves into a broader discussion about the price war and overalll economy that con…

1
CEM MAX #18 - Philipp Sayler von Amende, CEO & Co-Founder carwow Germany 1:17:04

12M ago1:17:04

1:17:04

Tu & Lei had such a great response from their MAX episode with Founder of carwow James Hind it ONLY made sense to sit down and chat with Philipp who's running the show for carwow in Germany. carwow is an online marketplace for buying and selling new and used cars and started in the UK but have since launched in Germany in 2016 and Spain in 2018. Fo…

1
Episode 128 - Bumping in to Frank Wu, BYD gets to 5 Million, Doubling Down on Hydrogen 45:30

1y ago45:30

45:30

Lei kicks off the podcast with how he randomly bumped into Frank Wu at the Jidu, now JiYue Experience Center in Beijing. Tu believes that after seeing the features on their first vehicle, that if executed properly - could push the entire sector into the smartification phase of the EV transition. Tu moves the conversation over to Zeekr’s price cut w…

1
CEM MAX #19 - Wu Gansha, Founder & CEO, UISEE 1:15:01

1y ago1:15:01

1:15:01

Lei sits down with autonomous vehicle pioneer, Gansha Wu who's autonomous driving startup is competing against heavyweights in the robotaxi space. But it's not just robotaxis, Gansha's team is also working on last mile delivery, cleaning and logistics vehicles that are being used at shipping ports. That's why we've differentiated the autonomous veh…

1
Episode 127 - Behind the Wheel: XPeng G6, Pony & Toyota Get More Serious, Jetta to use LeapMotor's Tech 56:10

1y ago56:10

56:10

Lei starts this pod out with a brief history lesson about Vitesco which was spun off from Continental’s powertrain business that had some roots at Siemens. Lei pivots to talking in detail about his time behind the wheel of the new-ish XPeng G6 including letting the City NGP function take over for parts of his journey. Tu then points out that as the…

1
Episode 126 - VW's Blockbuster Investment, Indian govt says 'Not Interested' to BYD 52:40

1y ago52:40

52:40

Tu and Lei take the bulk of the pod talking about Volkswagen Group's investment in XPeng. They go over the why's, how's and what's and whether it ultimately makes sense for Volkswagen and what it should say about their situation in China. Lei believes it will go down in Chinese Automotive history as one of the most notable ever. They also give a br…

1
Episode 125 - Bigger Stimulus for EV purchase on the way, BYD wants to build in India, Unpacking NIO Power Day 58:44

1y ago58:44

58:44

Lei gets right to it with his update that 13 ministries have combined to initiate measures to boost auto consumption as the economic growth is China has still gotten past its Zero COVID funk. Tu and Lei then take a few minutes to go over some economic data over the last few months. Tu and Lei then move the discussion over to whether Audi can turn i…

1
Episode 124 - 25K Downloads for CEM, Li Bin Wants an Open US market, Lei's Trip so far to Beijing 59:31

1y ago59:31

59:31

The pod begins with the announcement that China EVs & More (CEM) had gotten it's 25K download - Congratulations to us! Tu moves the discussion over to the rumors about Audi kicking the tires on an SAIC EV platform in order to try and catch up with Tesla and the other China EV Inc. and a broader discussion about how Audi got here. Tu points back to …

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Lei Xing Podcasts

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