Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc ...
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Eu sunt Lorand iar tu asculti The Technologist, un podcast cu si despre tehnologie, startup-uri si fuckup-uri, evenimente si discutii pe bune. Powered by #techfam
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We created the “Business of collaboration” podcast at https://collabwith.co – the place to find knowledge and technology -to feature conversations between a business executive and a professor to talk about life experiences and how to work together for a positive impact. We invite our listeners to discover new points of view through the stories told by our guest speakers.
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Learn French by Podcast is an exciting series of French lessons for everybody. Work with high-quality audio podcasts in your own time and at your own pace. Want to clarify some details? Something you couldn't quite understand? Then download comprehensive PDF Guides which elucidate all the finer points. Learn French the fun way.
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Understanding China and how China impacts the world. Hosted by Andrew Sharp and Bill Bishop.
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PODCAST TU Delft and EU Policy in Innovation: insights from Marceline Du Prie
20:36
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In this episode of the Podcast Business of Collaboration, we are welcoming Marceline Du Prie, Director of European Affairs at the TU Delft in Brussels. Keep reading to find out more about EU Policy for Innovation, TU Delft and technological innovation developments in Europe! Marceline Du Prie is the Director of European Affairs at the… Read More »P…
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Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition
46:45
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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…
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214: Les jeux d’argent ne sont pas que de simples jeux.
12:08
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Gambling is a colossal industry. Those with skin in the game say that it’s ‘just fun’. However, there are also those who say that gambling is addictive as a drug. Let’s discuss ‘les jeux d’argent’ in this lesson.By Plus Publications
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PODCAST The power of Emotional Intelligence. Insights from Dr. David Caruso and Lisa Rees
52:01
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Welcome to our new Collabwith Business of Collaboration podcast episode! Today, your host is Jara Pascual, CEO and Founder of Collabwith. Our guests are David Caruso and Lisa Rees, two incredibile experts in the field of Emotional Intelligence. David Caruso is co-founder of the Emotional Intelligence Skills Group, at YCEI Yale Center for EI. Lisa… …
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Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs
47:18
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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…
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(Preview) Questions for the Remainder of Biden’s Term; Huawei Gets Stronger; A Sierra Madre Resupply; Doping Controversy Continues
13:50
13:50
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with a programming note for the next few weeks and various questions for the next few mont…
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Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next
37:56
37:56
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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 …
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(Preview) The Plenum Puzzles Outsiders; Xi Stays the Course; 'Deepening Reforms' to Western Journalism in China; Remembering the 2008 Olympics
11:54
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with the Third Plenum resolution, Xi’s explainer, and its reception among the investment c…
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(Preview) Parsing the Third Plenum Communique; Xi and the Rumor Mill; Trump on Taiwan; Biden and the Chip Status Quo
13:31
13:31
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with an overview of the third plenum and its significance before turning to Thursday's com…
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Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ
57:34
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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…
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Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception
44:20
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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…
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(Preview) Prepping for the Third Plenum: Revisiting the Readout, Past Plenums, Common Prosperity, and Momentous Reforms (Or Not)
13:16
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill prepare for next week’s Third Plenum by talking through expectations and themes to watch. Topics…
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213: Les Louisianais se battent pour la survie de leur patrimoine.
10:34
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The people of southern Louisiana are very proud of their French heritage and culture. They’re fighting tooth and nail for the survival of French which is struggling against the onslaught of English. In this lesson, let’s discuss some of the things that makes Louisiana different.
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Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated
51:25
51:25
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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…
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A Conversation with Rep. Raja Krishnamoorthi on TikTok, Tech Investment, and Competition Between the U.S. and China
1:02:20
1:02:20
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill are joined by Raja Krishnamoorthi, Democratic representative for the 8th District of Illinois, a…
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EuroSpaceHub (PODCAST) Building a collaborative Ecosystem for Space: a conversation with Professor Ana Inés Gómez de Castro
54:19
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In this special episode of the Podcast Business of Collaboration for EuroSpaceHub, we are welcoming Professor Ana Inés Gómez de Castro. Continue reading to find out more about the intersection of academia, innovation, and space exploration! Professor Gómez de Castro has extensive experience in astronomy and astrophysics at the University Complutens…
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(EuroSpaceHub) PODCAST Training the next generation of Analog Astronauts: a conversation with Dr. Roxana Perrier
24:18
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In the rapidly advancing field of Space exploration, collaboration is fundamental for achieving success. In this special episode of the “Business of Collaboration” podcast by EuroSpaceHub, our guest Dr. Roxana Perrier, conference coordinator at IPSA and scientific support at Euromoonmars, delves into the world of fostering collaboration for analog …
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(Preview) Philippines Tensions Near a Tipping Point; PLA Corruption Crackdown; Xi’s Message to the EU; A Pentagon Propaganda Campaign
10:10
10:10
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with the latest incident at Second Thomas Shoal, where the Chinese Coast Guard blocked an …
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212: Aux élections européennes le Président Macron prend une raclée
12:53
12:53
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Our lesson this time relates to the European elections in which President Macron’s party was subjected to a drubbing while support for parties of the right surged. A snap election, called by President Macron after the election results became known, is a high-risk strategy. Let’s discuss.By Plus Publications
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(Preview) The EU Increases EV Tariffs; US Teachers Attacked in Jilin; Xi Searches for Unicorns; A Question About Corruption
11:53
11:53
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with Wednesday's announcement that the EU will increase tariffs on electric vehicles impor…
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Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation
39:23
39:23
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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…
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US-China Messaging in Singapore; New Quality Productive Forces; Putin and a Natural Gas Impasse; 35 Years After Tiananmen Square
1:03:14
1:03:14
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with PRC messaging at the Shangri-La Dialogue in Singapore, including the US responses to …
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Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks
35:52
35:52
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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…
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(Preview) William Lai’s Inauguration; Real Estate Follow-Up; Q&A on Gold and EV Capacity; Fast Fashion on Saturday Night Live
10:32
10:32
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with President William Lai’s inauguration in Taiwan, including the PRC responses we've see…
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Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China
38:13
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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 …
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Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)
1:12:37
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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…
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Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area)
1:01:03
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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…
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(Preview) New Tariffs Across Key US Sectors; Et tu, EU?; Putin Visits Beijing; Rumors of a Real Estate Bailout
13:39
13:39
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13:39
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with an overview of the new tariffs announced by President Biden this week, including the …
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(Preview) Xi Goes to Europe; US Restricts Intel and Qualcomm Sales to Huawei; Tension with the Philippines and Australia; TikTok Files Its Lawsuit
13:14
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13:14
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with takeaways from Xi Jinping’s visit to France, Serbia and Hungary, where topics include…
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Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6
39:22
39:22
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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…
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Elon Musk’s Surprise Trip to Beijing; A Third Plenum Set for July; An Uneventful Blinken Visit; Xi’s Trip to Europe
1:02:32
1:02:32
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1:02:32
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with a surprise, 24-hour trip to China for Elon Musk, and a Sunday meeting with Premier Li…
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(Preview) Blinken to China; San Francisco Vision Six Months Later; TikTok; A Scandal for PRC Swimming
8:43
8:43
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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with Secretary of State Anthony Blinken's trip to Beijing and Shanghai this week, includin…
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Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations
32:14
32:14
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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…
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Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024
35:25
35:25
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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…
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(Preview) Germany’s Hopes for China; Q1 GDP Growth; National Security Day and Transnational Repression; Another TikTok Report
12:31
12:31
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Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with takeaways from the meeting between Xi Jinping and German Chancellor Olaf Scholz, including muted messaging on ov…
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(Preview) Yellen’s Visit to Beijing; PRC Exports and Global Tensions; Finance with Chinese Characteristics; US-Japan-Philippines
14:15
14:15
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14:15
Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with takeaways from Secretary of Treasury Janet Yellen's visit to China, including what her meetings may or may not a…
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A Xi-Biden Phone Call; Yellen and PRC Exports; Continued Tension with the Philippines; Tesla and 3 Body Problem
1:04:22
1:04:22
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Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with takeaways from Tuesday’s phone call between President Biden and President Xi, including the PRC rhetoric surroun…
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Episode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the Year
44:14
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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…
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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
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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…
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(Preview) MSS on Cybersecurity; Will the Senate Kill the TikTok Bill?; Solar Energy and the PRC Playbook; Liu Jianchao on the Global South
12:05
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Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with the Ministry of State Security providing its interpretation of the Cybersecurity Law. Topics include: The odd ti…
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Episode #157 - Porsche Update, NIO's ONVO and BYD Abroad
46:54
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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…
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(Preview) TikTok in the Crosshairs; Why Divestment Is Unlikely; Special Interests vs. National Interests; US Internet Firms in China
10:52
10:52
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Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with a week of surprising progress for the Protecting Americans from Foreign Adversary Controlled Applications Act. W…
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Episode #156 - EU leans PROTECT, Outcomes from the Two Sessions, Global Auto Heads to Brazil
49:27
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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…
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A 5 percent GDP Growth Target; Evolving Two Sessions Symbolism; US to Investigate Connected Vehicles; New TikTok Legislation
53:59
53:59
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53:59
Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with takeaways from the Two Sessions, including the work report from Premier Li Qiang, what to make of the 5% GDP gro…
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Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale
39:24
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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…
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Episode #154 - BYD Leading the Price cuts, When tech is too tech, Thoughts on the next couple MAX episodes
42:47
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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…
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(Preview) Preparing for the Two Sessions; Li Shangfu and Qin Gang; The I-SOON Hacking Leaks; Heightened Scrutiny for Musk and SpaceX
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Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with an overview of the CPPCC, the NPC and what to expect as the Two Sessions begin this weekend. Topics include: Xi’…
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