Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout
June 2, 2025, 8:40 p.m.
Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled
May 20, 2025, 8:40 p.m.
Special Episode - On the Road (Beijing to Shanghai)
Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai
May 12, 2025, 8:41 p.m.
Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC
Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug
April 14, 2025, 8:41 p.m.
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China
April 8, 2025, 8:41 p.m.
Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup
March 31, 2025, 8:40 p.m.
Episode #203 - BYD's Faster than Filling Up, NIO Keeping On
March 25, 2025, 8:41 p.m.
Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!
March 17, 2025, 8:41 p.m.
Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra
March 3, 2025, 8:41 p.m.
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)
CEM MAX #20 - ClearMotion CEO, Christian Steinmann
Feb. 28, 2025, 8:41 p.m.
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads
Feb. 18, 2025, 8:41 p.m.
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?
Feb. 11, 2025, 8:41 p.m.
Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends
Feb. 3, 2025, 8:41 p.m.
Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China
Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience
Jan. 24, 2025, 8:41 p.m.
Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview
Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights
Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond
Jan. 3, 2025, 8:41 p.m.
Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk
Dec. 9, 2024, 8:41 p.m.
Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week
Nov. 27, 2024, 8:41 p.m.
Episode #184 - Paris Motor Show Recap Special!