China EVs & More

In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla’s strategic retreat from cars, China’s accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural China EVs & More Awards - the EVies The episode opens with Tesla’s bombshell earnings call: the Model S and Model X are effectively retired, revenues decline for a second straight year, yet the stock rallies on promises of robotaxis, robotics, and AI abundance. Tu and Lei explain why Wall Street is betting on a future Tesla that is no longer a car company—and why China’s crowded robotaxi and robotics markets make that future far less certain than investors believe. They contrast Tesla’s promises with reality on the ground in China, where BYD, NIO, XPeng, Huawei, Geely, and Xiaomi are rapidly upgrading ADAS, launching new models, and redefining value. The discussion highlights how Western media is only now “discovering” vehicles like the Xiaomi SU7 and YU7, despite Chinese OEMs offering Model 3/Y-level features at half the price. The second half of the episode introduces the China EVs & More Awards, recognizing the companies, products, and people that defined the year—while exposing who fell behind. From Zombie Company of the Year to EV of the Year, the awards spark debate around survival, execution, and scale in the world’s most competitive auto market. The episode closes with a sober look at automation, delivery, labor displacement, and UBI, asking whether autonomy will ultimately create abundance—or social shock—across global mobility systems. Insightful, provocative, and data-driven, this episode explains why China EV Inc. is no longer the future—it’s the present. ___ 🔑 SEO-Friendly Keywords (for description / Apple Podcasts) China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Tesla earnings 2026, Model S discontinued, Model X discontinued, Tesla robotaxi strategy, Tesla FSD China, Xiaomi SU7, Xiaomi YU7, Chinese EV competition, EV price war China, robotaxi China, Waymo vs Tesla, BYD ADAS upgrade, NIO world model ADAS, Huawei autonomous driving, premium EV China, Porsche China collapse, battery swapping BAAS, EV awards China, Geely Xingyuan EV, Leapmotor growth, Momenta ADAS, Aito M9, Buick GL8 China ___ ⏱️ Chapter Timestamps (for YouTube description) 00:00 – Welcome & episode overview 01:10 – Tesla earnings shock: Model S & X phased out 03:00 – Tesla as a holding company, not a car company 05:20 – Why Wall Street still rewards Tesla 07:00 – FSD approval in China: promise vs reality 09:00 – China ADAS arms race: BYD, NIO, Huawei, XPeng 11:00 – Western media “discovers” Xiaomi EVs 13:00 – Why Chinese EV features cost half as much 15:10 – Robotaxis: Waymo vs Tesla vs China 17:00 – China EVs & More Awards intro 18:15 – Zombie Company of the Year: WM Motor 19:50 – Who Dis Award: Dreame 22:30 – Tech That Matters: Momenta 25:00 – Company That Needs a Hug: Porsche 27:20 – Flop of the Year: Li Auto i8 29:40 – Dark Horse of the Year: Leapmotor 32:10 – Comeback Kid: NIO ES8 35:00 – Executive of the Year: Zhu Jiangming (Leapmotor) 36:30 – Luxury Car of the Year: Aito M9 38:30 – MPV of the Year: Buick GL8 40:00 – SUV of the Year: Xiaomi YU7 41:40 – EV of the Year: Geely Xingyuan 44:00 – Automation, delivery & labor disruption 47:00 – UBI, AI abundance & social impact 49:00 – Final thoughts & call for audience input