Podcasts about chinese ev

NIO just went from 1,000 to 10,000 weekly sales by executing on their promises. Meanwhile, Elon Musk just announced Tesla's Cybercab - a robotaxi with NO steering wheel, NO pedals, NO manual controls - will start production in Q2 2026 and cost just $0.10 per mile to operate.One company is proving execution. The other is making bold promises. Let's examine what's real and what's hype.Tesla's Cybercab Claims:Production starts Q2 2026 (7 months away)Zero manual controls - no steering wheel, pedals, or mirrors$0.10 per mile operating cost (vs $1/mile for Uber, $3-5/mile for Waymo)Under $30,000 production cost1 million vehicles operational within 10 years (tied to Musk's compensation)Owners can share vehicles on network for passive incomeThe Technology Problem:Current Tesla Robotaxis in Austin/San Francisco STILL require safety monitorsTesla uses pure vision (cameras only, no LiDAR) which struggles in rain/fogForbes reports multiple accidents during Austin testing (rear-endings, collisions)Going from "needs human supervision" to "zero manual controls" in 7 months is massive leapVR remote takeover as backup - but latency data never disclosedThe VR Remote Takeover Issue:Tesla hiring operators to use VR headsets for remote interventionNo public data on response latency (milliseconds matter in autonomous driving)What happens when connectivity drops in rural areas?How many operators needed per vehicle at scale?Feels like band-aid solution, not robust safety systemThe Economics - If It Works:$0.10/mile is 10X cheaper than current ride-sharingCould generate $75.9 billion net profit over 10 years (industry estimate)Changes Tesla's business model from car sales to transportation-as-a-serviceForces entire AV industry to hit this cost target or become irrelevantThe Credibility Problem:FSD was supposed to be feature-complete in 2020 (still requires supervision in 2025)"Tesla Robotaxis by 2020" promise was 5 years ago (still using safety monitors)Cybertruck sold only 20,000 units/year, entry version discontinued after 5 monthsMusk's compensation tied to hitting 1M robotaxi target (personal incentive to overpromise)Why This Matters for NIO Investors:Two completely different strategies playing out:Tesla: Pure vision, aggressive timelines, remove manual controls, "move fast and break things"NIO: Battery swap infrastructure first, autonomous as feature, keep manual controls, build trust graduallyNeither is inherently right or wrong - they're different philosophies. But execution matters more than promises.The Broader Industry Impact:If Tesla hits $0.10/mile, it resets market expectations and forces disruption. If Cybercab launches with safety issues, it sets the entire AV industry BACK by spooking regulators and consumers.This isn't just about Tesla. It's a bet on behalf of the entire autonomous vehicle industry.My Take:The vision is compelling. The technology isn't ready yet. The economics are unproven. Musk's track record on timelines is questionable. But I'm not saying it's impossible - just that the gap between announcement and reality is WIDE.As investors, we bet on execution, not announcements. NIO's testing execution with Q4 profitability. Tesla's testing it with Cybercab. Different companies, different strategies, same question: Can you deliver what you promised?This is objective analysis of the EV and autonomous vehicle space. Not pumping NIO, not dumping Tesla - just examining claims vs reality.#Tesla #TeslaCybercab #NIO #AutonomousVehicles #ElonMuskTesla Cybercab, Tesla stock, Elon Musk, NIO stock, autonomous vehicles, Tesla Robotaxi, FSD full self driving, Tesla news, NIO vs Tesla, electric vehicle stocks, self driving cars, Waymo vs Tesla, Chinese EV stocks, robotaxi, Tesla

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The green new scam is finished and now Bill Gates is backtracking letting everyone know that the world is not coming to an end, plus he is being investigated. Canada trapped in Trump's tariff world. Trump is bringing in more manufactures which translate into jobs. The people are now seeing the tariffs are not hurting the economy. Gold is going to bounce back. The [DS] is in trouble, Biden/Obama autopen is exposed and it shows that Biden was not running the country. This is what happens when you rig an election and install a puppet administration. The [DS] went against the will of the people. Something big is coming in 2026, the OBBB comes into effect and everything is about to change. Deportation is going to surge, taxes are going to be lowered and everything is going to be setup for the next phase of the plan.   Economy https://twitter.com/ElectionWiz/status/1983170594809205123 https://twitter.com/paulsperry_/status/1983226215704998012   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Canada Likely to Take Chinese EV Production as Offset to Lost U.S. Trade As a result of President Trump asserting tariffs against imported autos, the large auto companies are abandoning plans to build or expand auto manufacturing in Canada. The Canadians are angry, and the professional political class in Canada is doing everything they can to continue ramping up opposition to Donald Trump. With increased tariffs against Canada, and with the likely dissolution of the USMCA (CUSMA) coming in the near future, the Canadian govt of Mark Carney has been traveling the world to find alternative markets for their goods and services. The main targets for new Canadian economic and trade relations are the U.K, EU and China. In a deal to expand the trade relationship with China, the Canadian government of Mark Carney is now proposing to drop tariffs against Chinese EVs in a deal to sell more pork and canola oil. That's correct, in essence Canada will take the EV auto business abandoned by Mexico. This was Canadian Prime Minister Mark Carney's grand plan as he attended the ASEAN summit in Malaysia. Keep in mind, as we have outlined all along during Trump's trade reset, the USMCA is going to be abandoned in favor of two bilateral free trade agreements; one with Mexico and one with Canada. As outlined in the Mexican decision to cancel EV investment, Mexico is aligning for a favorable trade relationship with President Trump and the USA. Canada may benefit in the short term from sales of pork and canola to Beijing, while simultaneously gaining Chinese investment in cobalt mining and auto development for EVs. But those EVs will never be permitted to cross the border into the USA and any effort to enhance Chinese EV sales in Canada will only disconnect them more from trade with Donald Trump and the USA. Source: theconservativetreehouse.com https://twitter.com/_Investinq/status/1982927845598110116   UPS has cut around 48,000 jobs in 2025 so far, including management, operations, and high-profile roles, through a mix of layoffs and buyouts. This exceeds initial expectations of 20,000–34,000 cuts. Reasons:   Loss of Major Client: Reduced business from Amazon,

How did the world's most successful company become completely dependent on a single country for its survival… and how does that story translate across industries? We talk with Patrick McGee of the Financial Times about his book, Apple in China: The Capture of the World's Greatest Company. The episode explores to what extent the lessons of Apple's China story translates to Western automakers racing to compete with a new generation of Chinese EV competitors.

While everyone's focused on NIO's 70-day countdown to profitability, institutional money started moving. RWC Asset Management just disclosed they bought $14.5 million worth of NIO shares in Q3 2025, scaling their position from $100,000 to over $20 million - a 200X increase.What do they see that made them go all-in right now?In today's episode, I break down three major NIO developments from October 27, 2025:RWC's $14.5M Bet:Purchased 2.7 million shares during Q3 2025Position grew from ~$100K to $20.83 millionNow represents 1.01% of their $2 billion portfolioRWC's portfolio is mostly mature value plays (Macy's, HP, Cisco) - NIO stands outThey bought DURING the turnaround, not before it (Q3 = July-Sept when momentum became obvious)90 Million Battery Swaps Milestone:NIO hit 90 million swaps just 100 days after 80 millionNow performing 100,000+ battery swaps per dayFirst 1 million swaps took 29 months, latest 10 million took 100 days (acceleration)4.75 billion kWh dispensed = enough to power 2.37 million households for a year100 millionth swap expected January 2026This infrastructure creates a moat that gets stronger with scaleUS Demand Survey Results:Over 50% of US buyers now open to Chinese EV brands like NIO and BYDDespite significant data privacy concerns and government scrutinyShows product-market fit exists, but regulatory/political barriers remainNot an actionable catalyst for 2025-2026, but signals latent demandThe Investment Thesis:RWC isn't waiting for Q4 profitability to be achieved - they're positioning BEFORE the announcement. If you wait until NIO reports a profitable quarter, the stock will already be repriced. They're buying the setup, not the result.But let's be clear: RWC put 1% of their portfolio into this. That's not "bet the farm" conviction. That's "attractive risk-reward given the setup" conviction. As Motley Fool notes, "NIO remains a risky stock to own. Investors should treat it as a speculative bet."What We're Actually Betting On:✅ Three-brand strategy execution (working so far)⏳ Production scaling to 15K ES8/month by December (in progress)⏳ Q4 profitability target (70 days to find out)❓ Sustained profitability beyond Q4 (the real test)What I'm Watching:November delivery numbers (October results due early Nov)ES8 production updates (need 15K/month by December)More institutional 13F filings showing Q3 positionsBattery swap daily volume trendsThis is news-driven analysis for investors who want to understand what's happening beyond the headlines. I'm long NIO, but I'm not here to pump or spread fear - just breaking down what the smart money is doing and what it means.NIO stock is up 58.3% year-to-date as of October 24, 2025, trading at $6.90 with a $17 billion market cap. The question is: Are institutional buyers like RWC early, or are they right?#NIOStock #InstitutionalInvesting #ElectricVehiclesNIO stock, NIO stock analysis, RWC Asset Management, institutional investors buying NIO, NIO battery swap, Chinese EV stocks, NIO profitability, electric vehicle stocks, NIO deliveries 2025, smart money stocks, NIO bull case, hedge fund buys NIO, battery swap technology, NIO infrastructure, Chinese stocks, EV investing, NIO Q4 earnings, 13F filings, asset management buys, NIO analysis, Li Bin, EV market 2025, NIO news today, institutional buying, stock analysis, NIO investment thesis, Chinese ADR stocksTAGS (500 Characters):

This is the video every NIO investor needs to watch. While everyone's celebrating the comeback story, there's a clock ticking that nobody's talking about loudly enough.NIO has 70 days left to hit Q4 2025 profitability. CEO Li Bin has made this his personal performance evaluation and stated the target "MUST be achieved." But here's what's really at stake: NIO has lost over ¥120 billion ($16 billion) since founding, and at current burn rates, could run out of cash in 16 months without new financing.This isn't hype. This isn't FUD. This is the reality of where NIO stands right now.In this episode, I break down exactly what NIO needs to accomplish in the next 70 days:Why NIO must sell 150,000 vehicles in Q4 (1,600 per day) to hit profitabilityThe brutal margin problem: Q2 gross margins at 10% vs 16-17% targetLi Bin's "Three Musts": Sell more cars, ensure delivery capacity, deliver quality softwareHow ES8 production must scale to 15,000 units/month by DecemberThe GIC lawsuit timing: Singapore's sovereign wealth fund accusing NIO of inflated revenueWhy NIO raised $1.16 billion in September (their 3rd financing round in 2025)The 16-month cash runway if profitability isn't achievedInternal reforms: CBU system, cost cuts to four decimal places, personal KPIsThe Hard Numbers:¥120 billion in accumulated losses (≈$16 billion)¥10.4 billion lost in first half of 2025 alone¥27.2 billion cash reserves as of Q2 2025Q4 delivery target: 150,000 vehicles (vs 87,000 in Q3)Current gross margin: 10% (needs to reach 16-17%)September deliveries: 34,749 (vs 50,000/month target)I'm a NIO bull, but I'm not blind to the stakes. This video isn't about pumping hopium or spreading fear. It's about understanding what's ACTUALLY happening and what the next 70 days will determine for NIO's survival.Li Bin moved the profitability target from 2026 to Q4 2025 to force internal urgency and signal market confidence. He's personally overseeing supply chain management, cutting costs to four decimal places, and restructuring the entire organization. The question is: Will it be enough?Even if NIO hits Q4 profitability, the bigger test is sustainability. One profitable quarter doesn't prove you're viable long-term. Q1 2026 and beyond will show whether this is a real turnaround or just a temporary sprint under pressure.Xpeng proved turnarounds are possible (313,000 deliveries in first 3 quarters, up 217% YoY). But they also prove that being an early player doesn't guarantee survival.For the next 70 days, we're watching the same countdown: Can NIO execute on all fronts simultaneously? Sales, margins, production, quality, and investor confidence must ALL align. Miss any one, and the 16-month cash runway becomes 12, then 6, then game over.This is NIO's make-or-break moment. The clock is ticking.#NIOStock #ElectricVehicles #NIOProfitabilityNIO stock, NIO profitability, NIO stock analysis, Chinese EV stocks, NIO bankruptcy, electric vehicle stocks, NIO cash runway, Li Bin NIO, NIO Q4 earnings, NIO losses, NIO lawsuit, GIC lawsuit NIO, NIO financial crisis, EV stock crash, Chinese stocks, NIO deliveries, NIO ES8, Ledao L90, battery swap, NIO survival, EV market crash, stock market analysis, NIO bull case, NIO bear case, new energy vehicles, China EV, automotive industry crisis, EV investing, NIO 2025, stock analysisTAGS (500 Characters):

[00:02:10] – EU's Climate SuicideKnight exposes how European automakers are forced to buy carbon credits from Chinese EV companies to avoid EU fines, calling it “deindustrialization by design.” He mocks the irony of Western nations paying China—the world's biggest polluter—to “offset” emissions, framing it as proof the climate agenda was never about the environment but global economic control. [00:12:33] – Paris Accord: The Real Industrial KillerKnight revisits the 2015 Paris Climate Accord, blaming it for the West's energy collapse while exempting China and India. He accuses Trump of pretending the treaty was legitimate instead of rejecting it outright, saying this preserved executive overreach and guaranteed continued U.S. compliance with globalist energy restrictions. [00:35:50] – Trump's $230 Million Self-Pay ScandalKnight exposes Trump's plan to reimburse himself $230 million in taxpayer money for legal expenses, calling it proof of his monarchical attitude toward power. He says Trump's behavior shows that presidents now act like kings—raiding the Treasury for personal gain while claiming to fight corruption. [01:29:10] – CIA Lies and Deep State Hypocrisy Knight covers Jim Jordan's perjury referral against former CIA Director John Brennan, noting how the GOP ignored far worse crimes by Gina Haspel and James Clapper. He argues these selective prosecutions are not about restoring the rule of law but enforcing loyalty to Trump. [02:04:15] – Trump's Enemies List and CIA RetributionKnight reveals Trump's “Interagency Weaponization Working Group,” a coalition of federal agencies targeting his personal enemies. He argues this proves Trump's “deep state purge” is really a consolidation of power—a political revenge operation that turns the intelligence apparatus into a presidential hit squad. [02:15:48] – Trump's Lies, War Plans & Venezuela EscalationKnight ridicules Trump's claim to be greater than Washington and Lincoln while pushing CIA operations and airstrikes in Venezuela. He praises Rand Paul for opposing Trump's “summary executions at sea,” calling it a new form of civil asset forfeiture—“confiscation of life without trial.” [02:35:20] – War Crimes, Christian Nationalism & the New InquisitionKnight condemns Christian nationalist figures like Pete Hegseth for glorifying extrajudicial killings as holy wars. He says this betrayal of Christian ethics turns faith into a tool of empire and makes American militarism a form of religious apostasy. [02:40:35] – The Coming War & Trump's MadnessKnight warns that Trump's open use of the CIA in Venezuela marks the next stage of U.S. regime-change wars. He praises Rand Paul's bipartisan resolution (S.J. Res. 90) to block unauthorized military action and calls Trump “the most double-minded man in history,” pretending to be a peacekeeper while preparing for war Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

NIO just pulled off one of the most remarkable turnarounds in EV history. On February 9, 2025, they sold just 1,470 vehicles in a single week with the stock at historic lows. Fast forward 252 days, and they're hitting 10,000+ weekly sales across three brands. But is this comeback sustainable?In this episode of Courtside Financial, I break down exactly how NIO went from survival mode to profitability targets, including:The February crisis: 6 billion yuan Q1 losses and historic stock lowsHow the Ledao L90 delivered 21,626 units in just 2 months (record-breaking)The new ES8's insane demand: 150,000 test drives in 10 daysWhy pure EV sales grew 46.1% while extended-range vehicles slowed to 22.8%NIO's 3,533 battery swap stations and the infrastructure advantageInternal reforms: The CBU mechanism and performance accountabilityProduction challenges: Scaling to 15,000 ES8 units/month by DecemberQ4 2025 profitability targets and what needs to happenI'm a NIO bull, but I'm keeping it objective. This video covers the wins, the risks, and what the next 6 months will reveal about whether NIO can maintain profitable growth at scale.The company is entering a new phase: moving from survival to sustainable profitability. But profitability is just the beginning—not the finish line. Can NIO scale production, maintain service quality, and prove consistent profits? That's the real test ahead.Key Data Points Covered:Weekly sales trajectory: 1,470 → 10,000+ in 252 daysSeptember 2025: 30,000+ monthly deliveriesPure EV market growth vs. hybrid declineNIO's 60 billion yuan R&D investment payoffSupply chain advantages from battery partnershipsWhether you're invested in NIO stock, interested in the EV market, or just want to understand one of the wildest comebacks in automotive history, this breakdown gives you the full picture.#NIOStock #ElectricVehicles #EVNews #ChineseEVs #NIOAnalysisNIO stock, NIO stock analysis, NIO earnings, Chinese EV stocks, electric vehicle stocks, NIO ES8, Ledao L90, NIO Firefly, EV market analysis, pure electric vehicles, battery swap technology, NIO profitability, Chinese stock market, EV investing, NIO comeback, automotive industry, NIO deliveries, CATL battery, EV charging infrastructure, Li Bin, NIO vs Tesla, EV stock analysis, new energy vehicles, China EV market, NIO 2025, electric SUV, NIO brand strategy, EV investment, stock market analysis

CATL just announced they've surpassed 700 battery swap stations, and this changes EVERYTHING for the EV industry. After NIO spent 10 years building 3,500 stations while everyone called them crazy, the world's largest battery manufacturer is now validating the entire battery swap model.In this episode, I break down why CATL's founder Zeng Yuqun says battery costs dropping, rapid tech evolution, and energy storage capabilities make battery swap the future of high-frequency EV charging. We explore how battery swap stations work, why they're perfect for ride-hailing and delivery drivers, and how the growing alliance of automakers (GAC, Geely, Chery, BAIC, Changan, Hongqi) are building a recurring revenue ecosystem that could dominate the commercial EV market.Key Topics Covered:Why CATL is accelerating battery swap deployment after calling it "too expensive"How battery swap gives you continuous tech upgrades vs. being locked into old battery techThe economics of 3-minute swaps vs. 30-minute charging for commercial driversBattery swap stations as distributed energy storage infrastructureJD Auto's first model launching as battery swap with GAC and CATLThe three-tier future: battery swap, home charging, and public chargingWhy solid-state batteries will make this model even more dominantThis isn't just about NIO anymore—this is about understanding which infrastructure plays will define the next decade of EVs. Whether you're a NIO bull, invested in CATL, or just trying to understand where the EV market is heading, this breakdown gives you the business logic behind the battery swap revolution.NIO stock, CATL battery swap, NIO battery swap stations, EV stocks 2025, Chinese EV stocks, battery swap technology, NIO analysis, electric vehicle infrastructure, CATL news, NIO bull case, EV charging stations, battery swap vs charging, GAC Aion, Geely EV, solid state batteries, EV market analysis, NIO stock analysis, renewable energy stocks, EV investment, Chinese tech stocks, NIO 2025, battery technology, energy storage, ride hailing EVs, commercial EV fleet, EV business model, automotive industry analysisTAGS (500 Characters):

NIO's stock plummeted over 13% on October 16th after Singapore's sovereign wealth fund GIC filed a securities fraud lawsuit against the company. In this episode, I break down what's really happening behind the headlines.GIC, managing between $800-900 billion, filed the first-ever lawsuit by a major sovereign wealth fund against a Chinese company listed in the U.S. The allegations target NIO's Battery-as-a-Service (BaaS) accounting from 2020-2022, claiming the company front-loaded years of subscription revenue.But here's the twist: This lawsuit stems from a 2022 short-seller report that NIO already investigated and refuted. So why is this exploding now?Meanwhile, William Li just held an internal meeting doubling down on Q4 profitability targets. With the new ES8 seeing massive demand (6-month delivery backlog) and production targets of 15,000 units in December, NIO is pushing forward despite the legal cloud.In this deep dive, I cover:The GIC lawsuit details and what makes it historically significantThe BaaS accounting dispute explained in plain EnglishHow NIO's innovative business model clashes with traditional accounting standardsWilliam Li's Q4 profitability strategy and why timing mattersWhat this means for the entire hardware-as-a-service industryThe real questions investors need to ask right nowAs a NIO investor myself, I'm breaking down both sides objectively - the serious nature of the allegations and the operational strength the company is showing. This isn't about pumping or dumping; it's about understanding the actual stakes.Whether you're a NIO bull, bear, or just fascinated by how innovation collides with regulation, this episode gives you the full picture beyond the panic headlines.This is Courtside Financial - where we break down business and technology with real talk, no BS.NIO stock, NIO lawsuit, William Li, GIC Singapore, NIO stock crash, Battery as a Service, BaaS accounting, NIO ES8, Chinese EV stocks, electric vehicle news, NIO profitability, sovereign wealth fund, securities fraud, Grizzly Research, NIO stock analysis, EV investment, Chinese stocks, NIO news today, stock market analysis, tech stocks, EV stocks 2025, NIO Q4 earnings, William Li CEO, NIO battery swap, accounting fraud, NIO bull case, EV industry news, Chinese companies, US listed stocksTAGS (500 characters)

YOUTUBE SEO PACKAGETITLE:NIO Stock Analysis: 10,600 Weekly Deliveries & Q4 Profitability Target | Onvo L60 vs Tesla Model YNIO just delivered 10,600 vehicles in ONE WEEK - their second-highest weekly total ever. In this episode of Courtside Financial, I break down NIO's massive Q4 2025 momentum, the third factory ramp-up in Hefei, and why William Li is targeting profitability THIS quarter.We're covering:NIO's record-breaking weekly deliveries (October 13-19, 2025)The 150,000 Q4 delivery target across NIO, Onvo, and Firefly brandsOnvo L60 breakdown: How it competes with Tesla Model Y at $21,200Battery-as-a-Service (BaaS) strategy and 2,000+ swap stationsES8 and L90 production ramping with 6+ month wait timesThird factory in Changfeng County spanning 1,600 acresWhy the ET5 Touring became NIO's best-selling vehicleThis is about execution at scale. NIO is transitioning from promise to performance, and the numbers are finally backing it up. Whether you're a NIO bull, Tesla investor, or just watching the EV market, this is the analysis you need.Key Data Points:10,600+ weekly deliveries (Oct 13-19)31,305 deliveries in August, 34,749 in SeptemberTargeting 50,000 monthly average in Q4 2025Onvo L60 starting at 149,900 yuan (~$21,200)Over 2,000 battery swap stations operationalEurope expansion planned for late 2025I'm a NIO shareholder and I try to stay objective while analyzing the broader EV market. This episode digs into the supply chain, production capacity, and what needs to happen for NIO to actually achieve Q4 profitability.If you're tracking Chinese EV stocks, Tesla competition, or the future of Battery-as-a-Service, this episode is for you.NIO stock, NIO stock analysis, NIO deliveries, Onvo L60, NIO vs Tesla, Model Y competitor, Chinese EV stocks, EV stock analysis, NIO Q4 2025, William Li, battery swap technology, BaaS, NIO Onvo, Firefly EV, ES8 SUV, electric vehicle news, EV market analysis, NIO production, Tesla competition, NIO profitability, Chinese stocks, EV investing, NIO bull case, electric SUV, NIO factory, Hefei China, EV stock news, Courtside Financial, stock market analysis, tech stocks, NIO Europe expansionDESCRIPTION:TAGS (500 characters):

News and Updates: Apple is rebranding Apple TV Plus as simply “Apple TV,” a move causing confusion with its existing app and hardware lineup. Branding updates are still pending. TP-Link achieved the first prototype Wi-Fi 8 connection, validating the 802.11bn standard focused on reliability and stability over speed, with full ratification expected by 2028. Researchers intercepted unencrypted satellite data—including calls, texts, and military communications—using $800 in equipment, exposing major cybersecurity lapses across telecom, corporate, and government networks. Windows 10 users can extend security updates for free by redeeming Microsoft Rewards points or syncing to OneDrive, or pay $30 annually for extended support. Windows 10's end-of-life could generate millions of kilograms of e-waste as older, incompatible PCs are discarded. Experts warn of environmental and legal risks without proper recycling. A fire at South Korea's National Information Resources Service destroyed 858 TB of government data, erasing eight years of work and underscoring the fragility of cloud storage. Chinese EV maker BYD saw UK sales soar 880% year-over-year, led by its Seal U SUV. The UK is now BYD's top market outside China despite trade tensions.

Mercedes-Benz just made another massive investment in Chinese automotive technology - but once again, NIO is nowhere in the picture. After partnering with ByteDance last week, Mercedes has now acquired shares in Qianli Technology, a Geely-backed company that just filed for a Hong Kong IPO worth billions.In this episode, we break down the Qianli Technology IPO filing, analyze their $3.1 billion revenue structure, and explore why Mercedes is systematically investing in Chinese tech partners while avoiding NIO entirely. We'll cover Qianli's three AI-native solutions (intelligent driving, smart cockpits, and Robotaxi), their relationship with Geely, and what this means for the broader EV landscape.Key Topics Covered:Qianli Technology's Hong Kong IPO filing and financialsMercedes-Benz's 3% stake acquisition in September 2025Why Qianli is burning $400M+ annually on R&DThe genius behind Qianli: Yin Qi from Megvii (worth $1.4B)Geely's deep integration with Qianli (50% of procurement)Mercedes' desperate strategy in China (sales down 19% in Q2 2025)Why Mercedes chose ByteDance and Qianli over NIOWhat this pattern means for NIO's future strategyThe Chinese tech ecosystem's dominance in automotive AIThis is a continuation of our Mercedes-ByteDance discussion, examining the bigger pattern of legacy automakers buying their way into Chinese innovation. As always, we keep it objective, entertaining, and educational - whether you're a NIO bull or just interested in the EV market transformation.If you're invested in NIO, Mercedes, Chinese EVs, or the future of automotive technology, this analysis breaks down what's really happening behind the headlines.October 18th, 2025 | Courtside Financial Podcast#NIO #MercedesBenz #ChineseEVs #QianliTechnology #ElectricVehicles #AutomotiveNews #EVInvesting #GeelyCars #AutonomousDriving #AIinCarsNIO stock, Mercedes Benz China, Qianli Technology IPO, Chinese EV stocks, NIO vs Mercedes, Geely investment, electric vehicle news 2025, autonomous driving technology, smart cockpit systems, ByteDance automotive, NIO analysis, EV market analysis, Chinese automotive industry, Mercedes Benz sales decline, automotive AI technology, NIO bull case, EV investing, robotaxi solutions, intelligent driving systems, Yin Qi Megvii, luxury EV market, Chinese tech ecosystem, NIO partnership news, automotive innovationYouTube Tags (500 Characters):

Nio shares slump in Singapore and Hong Kong after a Caixin report detailing GIC allegations. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Singapore's sovereign wealth fund, GIC, just filed a massive lawsuit against NIO — claiming losses from its early EV investments. But is this case about fraud or frustration? In this Courtside Financial episode, Obi breaks down the details, the Grizzly Research connection, the truth about NIO's BaaS model, and what it all means for investors. If you're bullish or bearish on NIO, this is a must-watch.NIO,GIC,NIO stock,NIO lawsuit,NIO news,NIO vs GIC,Singapore GIC,NIO court case,Grizzly Research,NIO fraud allegations,NIO investors,NIO stock analysis,EV stocks,Chinese EV companies,NIO battery as a service,NIO BaaS,NIO Hong Kong,NIO stock today,NIO stock update,NIO stock price,NIO stock prediction,EV investing,EV market 2025,NIO financial news,NIO controversy,NIO vs Tesla,NIO future,NIO Mirattery,NIO stock breakdown,Obi Courtside Financial,Courtside Financial,NIO bulls

Should Canada allow Chinese EV's in? Guest: Flavio Volpe, President of the Automotive Parts Manufacturers Association Is Nexus about to become a thing of the past? Guest: Emily Gilbert, Professor, Canadian Studies and Geography & Planning, University of Toronto Why are more and more young women taking up hunting? Guest: Dylan Eyers, EatWild Owner, Operator, Park Ranger, Hunting Instructor How many reviews on Amazon are fake? Guest: Emily Osborne, Researcher with Global AI Risks Initiative at the Centre for International Governance Innovation A new Diversion Center in Prince George aims to keep indigenous people out of jail Guest: Kory Wilson, BC First Nations Justice Council chair. Applications are open for SFU's new medical school Guest: Jessie Sunner, Minister of Post-Secondary Education and Future Skills Learn more about your ad choices. Visit megaphone.fm/adchoices

Guest: Shachi Kurl, President of the Angus Reid Institute Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, senior writer Greg Bearup and Lowy Institute senior fellow Richard McGregor on China's dominance of the local EV and battery market and why that's a security risk. This podcast is sponsored by Salesforce Further reading: Is your Chinese EV a ‘ticking time bomb’?The rapid uptake of electric cars and home batteries from the Asian nation has put Australia’s energy infrastructure at risk of foreign hijack, experts warn.China could disable or detonate Aussie EVs, warns top cyber expertMalcolm Turnbull’s former cybersecurity tsar says Australian government officials should not ride in Chinese-made EVs because of the surveillance risk.‘Crying shame’: Inside the demise of Australia’s only battery makerBrian Craighead spent a decade trying to build an industry. He blames a cash crisis, a glut of Chinese product and shambolic federal policies for its failure.See omnystudio.com/listener for privacy information.

In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China's EV world as the industry faces mounting headwinds at home and abroad.They break down the major developments impacting China's auto sector:

Tu Le and Lei Xing unpack a pivotal month for China's EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that's reshaping the industry.

Mercedes-Benz just made a game-changing decision that's sending shockwaves through the electric vehicle industry. Instead of partnering with NIO, they've gone all-in with ByteDance and their Doubao AI model for the new electric CLA. But is this actually going to save Mercedes in China?In this episode, we break down the brutal reality Mercedes is facing: 19% sales decline in Q2 2025, collapsing EV numbers, and a complete loss of market share to Chinese domestic brands. We explore why ByteDance won the deal over NIO, what this means for the future of software-defined vehicles, and whether this partnership is a genuine solution or just expensive PR.I dive deep into the numbers, the technology, and the strategic implications for both legacy automakers and Chinese EV makers. This isn't just about one partnership—it's about a fundamental shift in what cars are becoming and who's winning the intelligence race.Key topics covered: Mercedes-Benz China sales crisis, ByteDance Doubao AI integration, NIO technology licensing strategy, software-defined vehicles, Chinese EV market dominance, Tesla Model 3 competition, and the future of automotive AI.Whether you're invested in NIO, watching the EV space closely, or trying to understand the future of automotive technology, this analysis gives you the insights you need.Mercedes-Benz,NIO stock,ByteDance,Doubao AI,electric vehicles,EV news,Chinese EV market,NIO news,Tesla competition,automotive AI,software defined vehicles,Mercedes China,EV stocks,NIO analysis,Mercedes electric CLA,TikTok,Volcano Engine,automotive technology,luxury EV,Chinese automakers,EV investment,stock analysis,tech stocks,autonomous driving,smart cockpit,Mercedes sales,EV market analysis,William Li,business news,technology newsYOUTUBE TAGS (500 CHARACTERS):

Hello nerds.When I first started interviewing Scott Santens years ago during the Nerds for Yang era, he was one of the most relentless and articulate advocates for universal basic income (UBI) in America. Back then, it felt like the country was on the verge of something big. Andrew Yang was on the debate stage making “Freedom Dividend” a household phrase. Silicon Valley technologists were whispering about automation in the same breath as moral responsibility. Even Republican voters were entertaining the idea that direct cash transfers might be less bureaucratic and more empowering than sprawling social programs.Fast forward to 2025, and the conversation feels quieter. The pandemic-era stimulus checks are long gone. Washington has reverted to tribal warfare. Meanwhile, AI is advancing faster than anyone—maybe even Scott and Andrew —predicted. The irony is thick: the very forces that made UBI seem like a radical idea a decade ago are now transforming entire industries before our eyes. And yet, the movement feels stuck in neutral.So when Scott rejoined me on Nerds for Humanity this month from his new base in Washington, D.C., I wanted to know: What happened? Why did UBI lose its moment? And is there a realistic path back to the mainstream before millions of Americans get left behind?The Move to D.C. and the Lost MomentScott began by explaining why he left New Orleans for D.C. a few years ago. “It just seemed that UBI was really a bigger part of the conversation,” he said. “I thought if the Democrats came in again in 2024, I could actually get some traction.”He laughs a little when he says that now. “That didn't end up happening,” he admitted, reflecting on how the Biden reelection froze the kind of idea competition that defined 2020. “The big problem was that Biden decided to run again, and there was no primary process. Then suddenly Kamala comes in and still no primary process. So there was no ideas competition. We really missed out on that.”That lack of competition, Scott argues, has a ripple effect. Political movements thrive on moments of contrast, when new ideas bump up against old dogmas and voters are forced to re-evaluate assumptions. The 2020 race—with Yang, Sanders, Warren, and others pitching structural reforms—was one of those rare idea-rich moments. 2024, by comparison, was a desert.As Scott put it bluntly: “We were close enough to taste it during the pandemic. It really felt like we were actually on the cusp of doing a monthly cash payment that could change things. But none of that happened.”He's not wrong. The COVID checks were, in effect, a large-scale experiment in direct income support. Poverty temporarily plummeted. Families caught their breath. Consumer demand stayed strong. And then we let it all expire.AI Ate the Jobs While America SleptWhat's striking about this quiet period, as I noted to Scott, is that the threat he and Yang warned about—the automation of work—is no longer hypothetical. Knowledge worker jobs are being eaten by AI faster than policy debates can catch up.“I'm a parent of two teenagers,” I told him. “Other parents are starting to wonder if a computer science degree is still the golden ticket. Should we be preparing our kids to be plumbers instead?”Scott nodded grimly. “It's disheartening,” he said. “Now that these impacts are here… this is the stuff that we've been warning about. It's not a sudden thing, but it does seem to already be impacting the entry-level job market.”He pointed to a convergence of pressures: corporate hiring freezes driven by uncertainty around tariffs, companies experimenting with AI productivity tools, and executives under shareholder pressure to “do more with less.” The result: stagnating headcount even in high-growth sectors.“We don't really need people that we likely would have if AI had not been introduced,” he said. I observed from Silicon Valley, “What we're seeing right now is that companies can grow revenue while keeping headcount flat.”It's not a collapse. It's a quiet deceleration—a slow bleed. And that's arguably more dangerous because it doesn't provoke a policy response. There's no headline-grabbing “AI layoffs.” Just the invisible absence of opportunities for millions of new grads.Even top business schools are struggling to place students. “It's like the hardest market in years,” Scott said, and I agreed. “If we hit a recession,” he warned, “that's when all these businesses really lean into productivity. The recession ends, and they realize they don't need those people back.”That scenario—automation accelerated by economic downturn—is the nightmare UBI advocates have been predicting for over a decade. Each downturn becomes a ratchet that permanently eliminates another layer of middle-class work.The Automation MirageWhen politicians talk about “bringing manufacturing jobs back,” Scott and I get visibly frustrated. “I don't think people realize—you don't need that many people in those factories anymore,” I said.He reminded me of a chart he once published showing that U.S. manufacturing output is higher than ever, even though manufacturing employment has fallen dramatically. “We're manufacturing more than ever, we just have fewer jobs,” he said. “If we did reshoring, sure, we could manufacture even more, but jobs would continue going down.”I brought up a U.S. tech investor who recently toured Chinese EV plants. “He said the number of BYD employees per car is something like a fifth of what it is for Ford or GM,” I told Scott. “If we build plants here, we're not going to hire 20 people per car—we'll hire four or five.”Scott didn't hesitate: “Exactly. The only way to bring it back is to minimize labor. American labor is expensive. You can't both re-shore and keep the same job intensity.”Then he pivoted to a deeper critique of political dishonesty. “Trump sold a lot of people false hope,” he said. “He told them, ‘Once I negotiate these trade deals, everything's gonna be back to post–World War II full employment.' But that's a lie. We've heard that lie over and over again, even from people in the AI world. They say this will create more jobs than it displaces. Come on. We all know the realities.”This is the paradox of modern capitalism: productivity growth has decoupled from employment growth. We make more stuff with fewer people. And our political imagination hasn't caught up to that new reality.From Careers to Gigs: The New NormalScott traced this shift back decades. “We know what happened when we displaced people from manufacturing jobs—they went lower down the ladder into lower-paying work,” he said. “You went from careers to gig labor.”He rattled off examples that have become painfully familiar: “People now earn extra money by signing up for Uber, delivering food, DoorDashing. There's just a transformation of what employment even means.”In Scott's view, the only logical response to this is UBI. “You need to make sure everyone actually gets basic income,” he said. “That helps feed demand for new jobs. If people's incomes fall as a result of AI, demand falls. And when demand falls, the entire economy reorients.”He pointed to a staggering statistic: “Right now, the top 10% are buying half of everything produced and sold in the U.S. It's a very unequal consumption economy. The markets start ignoring the basic needs of people and reorient around luxury experiences.”That imbalance, he argued, isn't just economic—it's political. “It leads to people getting violent. It's key to the erosion of democracy.”The Coming Middle-Class AwakeningIf there's any silver lining, I said, it's that the pain is spreading up the income ladder.“I think it's going to affect a lot of middle-class and upper-middle-class people in a way it hasn't before,” I said. “When Andrew talked about truck drivers losing jobs, people thought, ‘My kid's going to college, they'll be fine.' Now they're realizing maybe not.”Scott agreed. “We just didn't realize how fast it would hit arts, music, images, and photos. I didn't think about that. It took me by surprise.”I added, “When he said doctors and lawyers, it felt far away. Now you're like—oh s**t—that's happening right now.”He laughed and I added more examples. “People are winning court cases using ChatGPT as their attorney. And with tools like Sora and Grok Imagine, you can generate realistic videos and images instantly. There's no ground truth anymore.”That last point hits hard. “You just give people a reason to doubt it,” Scott said. “You can have fake security cam footage of Sam Altman stealing something, and people will believe it. Or you can have real footage of Trump doing something, and people won't.”When truth itself becomes negotiable, democracy can't function. Evidence is the oxygen of public accountability. Once it's gone, all we have left are teams—and team loyalty.The Tariff FantasyThat team loyalty came up again when I told Scott about a debate I'd had with a MAGA relative in Florida. My brother argued that Trump's tariffs would pay for his tax cuts. Scott immediately laughed. “Even assuming that were true—which it's not—you're still taxing the working and middle class to pay for tax cuts for the rich,” he said.He broke it down simply: “It doesn't make any sense to say, ‘Tariff revenue will cover it.' Who covers the tariff revenue? It's the consumers. And yet people believe it.”Scott sees this as part of the broader epistemic collapse—people believing “whatever their team is saying,” no matter how illogical. “It's impressive in some ways,” I said. “You can propose policies that hurt your base and they'll cheer you for it.” He nodded. “Yeah. It's really frustrating.”UBI Research: Misunderstood and MisreportedI asked Scott about recent UBI research that some media outlets described as “disappointing.” His response was both sharp and nuanced.“Those weren't negative results,” he said. “They were null results.” He walked me through three often-cited studies: Baby's First Years, the Denver Homeless Pilot, and Sam Altman's Worldcoin/Overture experiment.“The key is to understand what's being tested,” he explained. “These weren't saturation pilots. They gave money to small groups of individuals. But real universal basic income changes communities. It creates new demand, new jobs, new dynamics.”He contrasted these with the Alaska Permanent Fund, which distributes oil dividends to every state resident annually. “In Alaska, we saw an overall increase in employment due to the dividend,” he said. “Some people worked less, but the spending created new jobs.”That's the essence of his argument: if you only study individuals, you miss the macro effects.He was especially skeptical of the way media covered the Baby's First Years study, which found no measurable difference in children's brain development after four years of $333 monthly payments. “That's a null result, not a failure,” Scott said. “It doesn't mean UBI doesn't work. It just means we didn't see differences yet. Impacts often show up later in life.”He also noted that measuring brain development via EEG scans is an odd and narrow metric. “Maybe families were happier. Maybe they bought what they needed. That still matters.”The Secret Study and New FrontiersScott hinted that a major new study is underway. “There's a study I can't talk about,” he said, smiling, “but it's looking at something no other experiment has looked at. I'm excited for those results.”He also mentioned Jeff Atwood (co-founder of Stack Overflow) is funding a $50 million set of county-level pilots, focusing on rural areas. “That's exciting,” Scott said. “It's a different political slice, and it's potentially saturation-like.”Globally, he's watching Thailand closely. “They announced they were going to do a negative income tax starting in 2027,” he said. “If that happens, they'd be the first country in the world to have a basic income guarantee. It could reduce poverty by over 90%.”Then he sighed. “But the day after they announced it, their prime minister got fired. So who knows.”ITSA Foundation: Building UBI From the Ground UpScott's not just theorizing anymore. His ITSA Foundation is taking action with two ambitious projects launching next year.First, the Bootstraps documentary series, which follows families receiving a basic income to humanize the policy through storytelling. “Storytelling is key,” he said. “People need to feel it, not just read data.”Second, the Comingle app, which will create what he calls “a small basic income floor of around $50 per week without waiting for government.”“You can create it yourself, through community pooling,” he said. “If Bill Gates joined Comingle and put 7% of his income in, everyone's income would go up. Don't worry about him getting $50 a week—everyone benefits.”It's the kind of practical experimentation the movement needs: bottom-up systems proving that shared prosperity can be engineered today, not someday.Reflections: The Hard Politics of Intelligent ReformAfter the interview ended, I stayed live on the stream to share a few personal reflections—some of them, frankly, tinged with frustration.I told my audience that I'm a believer in two three-letter acronyms: UBI and RCV (ranked choice voting). I have conviction that both are essential for a healthier democracy and a fairer economy. Yet it's maddening how little traction they get compared to what dominates our discourse.This morning, I argued politics with another MAGA acquaintance on WhatsApp. He was fired up about “the trans agenda” and “illegals.” When I asked what he thought about RCV or UBI, he admitted he didn't know what they were.And that, I said, is the tragedy. Many voters are animated by cultural wedge issues that barely affect their lives, while transformative structural reforms barely register. People will march for hours over trans athletes, but not over gerrymandering, open primaries, or the collapse of middle-class livelihoods.Maybe that's why Scott is investing in storytelling. “You have to boil this down into a bumper sticker,” I said. “Or a story.” Policy briefs won't cut through a media ecosystem optimized for outrage.It's sobering to realize how little energy we allocate to existential issues—like the sustainability of democracy or the viability of a middle-class life in an AI-driven economy—compared to the performative culture wars that dominate cable news.A Political System Addicted to DistractionI sometimes wonder if America is capable of solving long-term problems anymore. We have the tools and the talent, but not the attention span.We obsess over symbolic fights while the foundations rot. Closed primaries keep extremists in power. Gerrymandered districts ensure incumbents never lose. The electoral incentives all point toward division, not solutions.UBI and RCV are, in many ways, tests of whether we can think systemically again—about incentives, about fairness, about the structural forces shaping our future. And right now, the answer seems to be: not yet.As I told my audience, “It's sad that people will march for red-meat issues where government isn't even the decisive actor, while ignoring how broken the system itself has become.”The AI asteroid is heading straight for us. Millions of jobs—white-collar jobs—are on the chopping block. And neither party is talking seriously about it. Not Trump, not Schumer, not Newsom. Maybe Andrew Yang. Maybe Buttigieg. Maybe Bernie. But as a national conversation? Crickets.What's Next: Awakening or DenialMy optimism, if you can call it that, lies in inevitability. The pain will broaden until reform becomes unavoidable. Middle-class professionals will begin to experience the same precarity that working-class Americans have faced for decades.The good news is that when comfortable people get uncomfortable, politics shifts. The bad news is that it often takes crisis to get there.UBI isn't charity. It's infrastructure for an economy that no longer guarantees stability through employment. It's the plumbing of a post-industrial democracy.Scott put it best when he said: “You have to make sure everyone actually gets basic income so you have that cash. That can feed demand for new jobs. Without it, demand falls, inequality grows, and democracy erodes.”A Call to the NerdsAs we wrapped, I asked Scott how people could stay involved. “Sign up at ItsaFoundation.org,” he said. “Subscribe to the newsletter. Next year we'll have the Bootstraps docu-series, the Comingle app, and events across the country to organize communities.”I told him I'd be cheering him on. Because, frankly, the next five years are going to test whether America is still capable of rational self-government—or if we've outsourced that too.If you've made it this far into this post, you're probably one of the few people left who actually cares about data, ideas, and structural reform. You're a nerd. And that's a good thing.But as I told my audience at the end of the livestream: being a nerd isn't enough. We need to organize, support, and amplify. If we don't, the algorithms will drown out the quiet voices of reason.So if you value this kind of long-form conversation—the kind you won't find on cable news—please consider becoming a Nerds for Humanity YouTube channel member. Memberships help cover the operating costs of the livestream and keep these discussions going. Members also get shout-outs on every show as a thank-you for keeping independent, data-driven political analysis alive.And if you can't join as a member, the next best thing you can do is like, share, and comment. That helps the algorithm surface this content to others who might just be waking up to the same questions we've been asking for years.Bye nerds. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nerdsforhumanity.substack.com

NIO stock dropped 10.05% today to $6.71, and panic is spreading. But here's why this pullback might be the opportunity serious investors have been waiting for.In this episode, I break down:Why NIO's drop from $9 to $6.71 creates a buying opportunity (Warren Buffett's principles apply)Record-breaking battery swap numbers: 145,955 swaps in ONE day during Golden WeekInstitutional investors like WMG Financial increased their stake by 17.9%Citi puts NIO on 30-day upside catalyst watchWall Street's $9 price target represents 30% upside from current levelsWhy NIO's 3,500+ battery swap stations could be an unbeatable moatSeptember revenue hit $2.65 billion (up 9% YoY) but missed expectations - here's why that doesn't kill the long-term thesis. With expansion into Armenia and nearly 1.1 million battery swaps during the holiday period, NIO is building infrastructure that competitors can't easily replicate.This isn't financial advice - it's perspective on investor psychology and why the best opportunities often come wrapped in fear. Let's talk about what smart money is doing while retail investors panic.Perfect for NIO investors, EV stock enthusiasts, and anyone interested in Chinese EV market dynamics.nio stock, nio stock prediction, nio stock analysis, nio stock news today, chinese ev stocks, ev stocks, nio battery swap, nio stock buy or sell, nio stock crash, electric vehicle stocks, nio vs tesla, chinese stocks, nio earnings, nio revenue, stock market analysis, nio price target, nio stock forecast, warren buffett investing, buy the dip, nio 2025, ev market, battery swap technology, institutional investors, nio bull case, courtside financial, growth stocks, nio investmentTAGS (500 Characters):

NIO stock is making massive moves in October 2025, and HSBC just doubled their price target to $7.80 citing sales momentum. In this episode, I break down what's really driving NIO's surge—from the Onvo L90's explosive 20,000 deliveries in just 2 months to the ES8 selling out 40,000 units in 9 minutes.We're diving deep into NIO's Q2 vehicle margins at 10.3%, comparing them to Li Auto's 19.4% and XPeng's 14.3%, and analyzing why NIO is projecting a massive jump to 16-17% margins in Q4. With 150,000 unit target for the quarter and CEO William Li reaffirming profitability goals, this is the make-or-break quarter for NIO bulls.I'm covering:Why HSBC reversed their bearish stance after 4 yearsNIO September delivery record: 34,749 units across all brandsOnvo L90 vs ES8 demand signals and production constraintsThe $1.16 billion capital raise and what it means for shareholdersVehicle margin compression analysis and recovery outlookCompetitive positioning against Li Auto and XPengQ4 targets: 150,000 deliveries and path to profitabilityValuation metrics: P/S ratio, earnings estimates, and stock performanceAs a NIO investor, I'm giving you my objective analysis on whether this momentum is sustainable or just another pump. The Chinese EV market is brutal, but the execution signals are undeniable. This is your complete guide to understanding where NIO stands heading into the most critical quarter of 2025.NIO stock, NIO stock analysis, NIO stock prediction, Chinese EV stocks, EV stocks, NIO stock news, HSBC price target, NIO Onvo L90, NIO ES8, NIO deliveries, NIO profitability, NIO margins, Li Auto, XPeng, electric vehicle stocks, NIO Q4 2025, William Li NIO, NIO bull case, NIO stock forecast, battery swap technology, Chinese stocks, growth stocks, EV market China, NIO investment, stock analysis, NIO earnings, vehicle margins, NIO vs Tesla, automotive stocks, tech stocks, NIO battery swapTAGS (500 characters)

Spike and the crew prepare for the Audrain Concours & Motor Week while discussing everything from Cameron's Ineos Grenadier adventure to Zuckerman's rare Italian-market 1990 BMW E30 320is. The guys also review the 1982 Range Rover Classic and declare the new Cadillac Optiq better than a Tesla Model Y. ______________________________________________ BUY SCR MERCH! https://spikescarradio.com JOIN THE SCR PATREON! https://www.patreon.com/spikescarradio

Former NIO employee reveals the REAL reason NIO will never sell vehicles in America - and the genius backdoor strategy that gets their technology on US roads anyway through McLaren.In this episode, I break down the $2.94 billion CYVN Holdings master plan that's connecting NIO's EV technology to McLaren Automotive through a licensing agreement most investors completely missed. We're talking about Abu Dhabi's strategic chess move that bypasses US restrictions while monetizing NIO's innovation.What You'll Learn:Why US cybersecurity rules made direct NIO sales "effectively illegal"How the San Jose team shutdown connects to the bigger McLaren strategyWhat the Forseven licensing deal actually means for NIO shareholdersWhy Nick Collins says McLaren isn't rushing to go full EVThe real investor thesis adjustment NIO bulls need to understandThis isn't your typical NIO content - I'm giving you the strategic analysis and insider perspective on what this pivot actually means for the stock and the future of Chinese EV tech in Western markets.Key Topics Covered:NIO US expansion, McLaren licensing deal, CYVN Holdings strategy, EV technology licensing, Chinese EV restrictions, NIO stock analysis, McLaren Group Holdings, Forseven partnership, automotive technology licensing, NIO investment thesis

The Godfather of EVs, Dr Andy Palmer, talks to Fully Charged Show Founder, Robert Llewellyn, about Palmer Automotive's acquisition of Brill Energy, accepting Chinese EV realities, and the need for the UK's EV industry to unite.   The UK's EV industry can meet (tickets FREE) at B2B EV DAY in the Home Counties this Friday (10th October), for talks, ~100 EVs & thousands of test drives: https://www.tickettailor.com/events/fullychargedshowltd/1850554 Not in the industry? Join Everything Electric for a family-friendly festival of electrification at the weekend instead (11th & 12th October): https://everythingelectric.show/ There are more than 110 cars on display and / or test drives, (with more still being added in the final week), including: AUDI Q4 S line 45 e-tron AUDI Q4 Sportback Sport 45 e-tron quattro AUDI Q6 SUV Sport e-tron AUDI Q6 Sportback s-line e-tron AUDI A6 e-tron Avant BYD Atto 2 BYD Atto 3 BYD Dolphin Surf BYD Dolphin BYD Seal BYD Sealion 7 Cadillac Lyriq Changan S07 Cupra Born Cupra Tavascan Dacia Spring DS No.8 Ford Puma Gen-E Ford Explorer Ford Capri Ford Mustang Mach-E Geely EX5 Genesis GV60 Genesis GV70 Genesis GV80 Hyundai Inster Hyundai Kona Electric Hyundai Ioniq 5 Hyundai Ioniq 5 N Hyundai Ioniq 6 Hyundai Ioniq 9 Jaecoo 5 BEV Jeep Avenger KIA EV9 GT Leap T03 Mazda 6E Mercedes EQE 53 AMG Mercedes EQS 450+ Mercedes G580 Mercedes EQA 250+ Mercedes EQB 250+ Mercedes EQE 350+ Mercedes CLA 250+ MG4 MGS5 MG Cyberster MG IM 5 MG IM 6 Nissan ARIYA Nissan LEAF Nissan Micra Nissan SIlence 04 Omoda E5 Peugeot e-2008 Peugeot e-3008 Peugeot e-408 Peugeot e-5008 Polestar 2 Polestar 3 Polestar 4 Porsche Taycan Porsche Macan Skoda Elroq Smart #1 Smart #3 Tesla Model 3 Tesla Model Y Vauxhall Astra Vauxhalll Corsa Vauxhall Grandland Volvo EX30 Volvo EC40 Volvo EX40 Volvo ES90 Volvo EX90 VW ID.3 VW ID.7 Tourer VW ID.4 Estate VW ID.7 Hatchback VW ID.Buzz XPeng G6 XPeng P7 Like this? Check out our sister channel Everything Electric TECH: / @everythingelectricshow To keep current, subscribe for our episode alerts: https://fullycharged.show/zap-sign-up/ To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025 Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026  #fullychargedshow #battery everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electricvehiclesuk

China's EV industry faces its biggest test yet as the December 31, 2025 deadline approaches for massive subsidy cuts. In this deep dive, I break down what's really happening behind the 40,000+ NIO ES8 orders that crashed their system, why companies like BMW, Toyota, and Tesla are recalling hundreds of thousands of vehicles despite better technology, and which EV manufacturers will survive when subsidies disappear.The numbers are staggering: purchase tax exemptions dropping from 30,000 to 15,000 yuan, delivery delays pushing into 2026, and consumer complaints up 37% year-over-year. But here's the twist - the companies recalling products might actually be the strongest players in the market.I analyze the real conversion rates behind inflated order numbers (hint: only 10-30% of "orders" convert to actual sales), the supply chain crisis hitting CATL and BYD Semiconductor with 24-hour overtime shifts, and why NIO CEO William Li warned Q1 2026 could see 50% demand collapse.This isn't just about NIO - this affects Tesla, BYD, XPeng, Li Auto, and every player in the world's largest EV market. When subsidies end, only companies with genuine technology advantages, sustainable cost structures, and corporate responsibility will remain standing.Key topics covered: China EV subsidy policy changes, NIO ES8 production capacity crisis, purchase tax exemption ending December 2025, automotive recall trends, supply chain challenges, order inflation in Chinese EV market, Q1 2026 demand forecast, battery swap advantages, and what separates surviving companies from failing ones.Whether you're invested in Chinese EV stocks, considering purchasing an electric vehicle, or tracking the future of automotive technology, this analysis explains what mainstream media won't tell you about the coming industry shakeup.NIO stock, China EV subsidies, electric vehicles China, NIO ES8, purchase tax exemption, Chinese EV market, Tesla China, BYD stock, EV investment 2025, automotive recalls, William Li NIO, battery swap technology, EV supply chain, Q1 2026 forecast, Li Auto, XPeng, China automotive policy, EV subsidy ending, NIO bull case, electric vehicle stocks, CATL battery, China NEV policy, EV market crash, automotive industry analysis, EV stock analysis, Chinese stocks, green energy investingTAGS (500 characters):

Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/4iWbT5H] to check Allstate first and see how much you could save on car insurance.Also thanks to Cash App for sponsoring this episode! Download Cash App Today: [https://capl.onelink.me/vFut/5o3sg8dn] and use our exclusive referral code CASHAPP10 in your profile, send $5 to a friend within 14 days, and you'll get $10 dropped right into your account. #CashAppPod #CashAppPartner. As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Visit cash.app/legal/podcast for full disclosures.   This week, a Chinese EV just hit 308 mph — but you'll never see it in America. Plus, Hyundai finally admits it needs a real truck, and Genesis sets its sights on the luxury off-road market. We also look back at Dieselgate on its ten-year anniversary and how Volkswagen is still haunted by the scandal. Meanwhile, BMW insists gas isn't going away anytime soon, and Ford fires back with the 815-hp Mustang GTD “poster car”. Learn more about your ad choices. Visit podcastchoices.com/adchoices

FOLLOW UP: JLR WOES STILL CONTINUEJLR have put back their proposed production restart from 24 September to 1 October as they continue to try and deal with the hack on their systems where the effects became apparent on 1 September. What has only started to be appreciated is the knock-on effect the closures have had on suppliers to the company. Staff have been told to apply for Universal Credit, due to stopped wages, and many are calling on a furlough scheme to be instigated by the Government. To read more about the ongoing issues for JLR, click this Autocar article link here. To gain an understanding of the affects down the supply chain, click this article link from The Record. CITROËN ISSUES NEW NO-DRIVE WARNINGCitroën UK has issued a new no-drive warning, covering the C3, ë-C3, C3 Aircross and ë-C3Aircross, due to potential brake failure. This no-drive notice is on top of the other two the company is already dealing with. Click this Autocar article link here to read more. PORSCHE DELAY EV MOVE GIVING VW GROUP $6BN PROFIT HITPorsche has announced that they are delaying their move to EVs as had been expected. The Panamera and Cayenne will have ICE and hybrid options into 2030, rather than going all electric. Likewise the new 718 models. The projected hit to Volkswagen Group profits is a smidgen under $6 billion, following this move. You can read more by clicking this Yahoo! Finance article link here. NISSAN SHRINKS LONDON DESIGN STUDIO AND CLOSES OTHERSNissan cost cutting efforts have been turned to the design studios across the globe. Those in California and Brazil will be shut, with the Paddington studio expected to lose some staff numbers too. Click this Autocar article link here. FORD CUTS JOBS IN GERMANYDue to much weaker than expected sales of the Explorer and Capri, Ford has announced that it is cutting up to 1,000 jobs at their Cologne factory. This is on top of the previous 2,900 jobs that went at the end of 2024.If you wish to read more, click this Autocar article link here. TOM MATANO HAS PASSED AWAYTom Matano was the designer of the first two generations of the Mazda MX-5 and has sadly passed away on 20 September 2025, aged 76. He had a long career where he worked for GM, BMW and then onto Mazda. To learn more about him and his career, click this Classic & Sports Car article link here. BUFFETT SELLS ENTIRE BYD STAKEWarren Buffett, the renowned investor, has sold his entire stake in the Chinese EV maker BYD. This is the first time since 2008 that Berkshire Hathaway did not hold any stock in the company. Click this article link from Fortune for more information. TOYOTA AE86 ENGINE BLOCKS BEING BUILT AGAINToyota is building the parts...

Michael Kovrig, Crisis Group; The Front Bench with: Muhammad Ali, Laura D’Angelo, Jamie Ellerton & Sebastian Skamski; Vice Admiral (Ret’d) Mark Norman, Former Commander of Royal Canadian Navy.

Shoot us a Text.Episode #1153: Carvana expands its dealership experiment in Dallas, Berkshire Hathaway closes the books on its massive BYD bet, and Amazon steps up its AI game with a chat assistant for advertisers.Show Notes with links:Carvana is making another big move into franchised new-car sales, and this time it's happening in Dallas. The company has agreed to acquire Park Cities Chrysler-Dodge-Jeep-Ram-Fiat, marking its second foray into the world of traditional dealerships.This is Carvana's second franchised dealership after buying Jerry Seiner CDJR in Casa Grande, Arizona, earlier this year.Wood Motor Co. owner Chip Johnson, who sold the Dallas store, said it was simply the right time to sell and Carvana's offer made sense for the future of the dealershipThe deal reflects Carvana's ongoing experiment in blending its digital-first model with the in-person dealership experience.A Carvana spokesperson said: “We are in the very early days of testing as a franchise dealer… and we look forward to continuing to learn as we focus on delivering exceptional customer experiences.”Warren Buffett and Berkshire Hathaway have officially cashed out of their wildly successful bet on Chinese EV maker BYD. After holding the stock for 17 years, Berkshire confirmed it no longer owns a single share.This is the end of a $230 million investment made in 2008 at Charlie Munger's urging, which grew to nearly $9 billion at its peak.BYD shares skyrocketed about 3,890% during Berkshire's ownership, making it one of the firm's most lucrative EV-related plays.Buffett hasn't given a detailed reason for the exit but has voiced concern about geopolitical risks tied to China and Taiwan.On BYD, Buffett told CNBC: “It's an extraordinary company run by an extraordinary person, but I think that we'll find things to do with the money that I'll feel better about.”Amazon is stepping deeper into AI for marketers, rolling out a conversational chat assistant designed to act as a “creative partner” for brands advertising on its platform.The tool lives inside Amazon's Creative Studio and is launching in beta at no cost to advertisers.This is Amazon's first conversational AI ad assistant, built to help with research, brainstorming, storyboarding, and producing display and video ads.The assistant uses Amazon's massive shopper data and Bedrock foundation models like Nova and Anthropic Claude to give marketers campaign-ready assets.It's being pitched as a way to level the playing field, especially for smaller brands without big agency budgets.Amazon's VP Jay Richman said: “This is about more than speed — it's about giving every advertiser and agency access to the kind of strategic, high-quality creative support that once only large brands could afford.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

NIO's latest move just sent shockwaves through the entire EV industry. The Chinese EV giant unveiled their third-generation ES8 at a price point that has Tesla, BMW, and Mercedes scrambling to respond.In this deep dive analysis, I break down why NIO's new ES8 isn't just another car launch - it's a complete market disruption that could reshape the luxury EV landscape forever.Key Points Covered:How NIO achieved 298,800 yuan pricing while IMPROVING profit marginsWhy their ordering system crashed within hours of announcementThe 40,000 unit production capacity that's already been exceededAdvanced AI capabilities that make Tesla's FSD look outdatedWhat this means for German luxury automakersLi Bin's path to Q4 profitability and why it might actually workThe technology breakthrough everyone's missingMarket implications beyond just NIO stockThis isn't just about delivery numbers - this is about understanding the strategic chess moves that determine which companies survive and thrive in the EV revolution. Whether you're invested in NIO, Tesla, or just trying to understand where the EV market is heading, this analysis gives you the insights you need.The data is shocking, the implications are massive, and the timing couldn't be more critical. Don't miss this breakdown of one of the most important EV developments of 2025.

The show opens with a brief, and completely off-topic, conversation about whether or not Tom smells spicy. Listen in for the verdict. Tom shared brief impressions of the 2025 Lexus RX 500h F Sport Performance AWD, noting that the premium midsize crossover was over-named by a few syllables. That said, Tom is very impressed with the vehicles. The hosts went on the talk about Ram's decision to kill—before introduction—the Ram REV electric pickup truck. The story gets a little complicated. Listen in for details. Among other news, Tom shared information regarding Chinese carmakers turning to Magna International, and its Steyr manufacturing facility in Austria, for regional production. Chinese EV builders are looking to dodge European tariffs by assembling cars on the continent. Still in the first segment, Jill reviews the 2025 Honda Civic Hybrid, noting that the maker's compact car lineup is now mostly hybrid powered. In the second segment, Jill and Tom welcome Don Sikora of Collectible Automobile to the show. Don shared highlights of the October 2025 issue of the classic-car magazine, which is on newsstands now. A feature story about the 1969 Chevrolet Camaro, written by podcast regular Sam Fiorani, was discussed at length. See our Facebook page for information regarding subscribing to the magazine. In the last segment Jill is subjected to Tom's “Partridge or President” quiz, in which she must determine if a given person was a cast member of “The Partridge Family,” or a former Ford CEO. 

Tu Le and Lei Xing bring you inside Europe's biggest auto show where Chinese EV makers and global legacies collide.We break down: • Volkswagen Group's push into €25K EVs (Cupra, ID Polo, Skoda Epiq) • BMW's Neue Klasse iX3 vs. Mercedes' all-new GLC EV • Polestar 5 sedan launch — is it too late? • BYD's massive European push (Seal 6 DMI Touring, Dolphin Surf, Denza flash-charging) • XPeng, Changan, Leapmotor and the “second wave” of Chinese OEMs storming Europe • Partnerships everywhere: Valeo–Momenta, Bosch–WeRide, Qualcomm–QCraft • The rise of Chinese lidar (Hesai, RoboSense) and chipmakers (Horizon, Black Sesame)00:00 Introduction to Mobility Munich Special Edition01:44 Volkswagen Group's New Electric Vehicles05:22 BMW vs. Mercedes: Competing Electric Models10:26 Chinese OEMs Making Their Mark in Europe15:35 Reflections on Day One of the Event20:40 The Future of EVs and Industry Partnerships25:37 Closing Thoughts and Future Events

Hello and welcome to EV News Daily. I've got two exciting announcements to share with you today. EV NEWS CHINA Following a trial run earlier in the Summer and talking to the audience about how it was received, EV News China is officially back as a weekday feature.   Here's why: China isn't just the biggest car market in the world; it's the biggest EV market by far. Last year, over half of all electric cars sold globally were sold there. What happens in China sets the tone for everything—the price of batteries, the models we see launched, even the charging standards adopted worldwide.   But following Chinese EV news can be tough. Some of the reporting is in Mandarin, announcements come at lightning speed, and Western headlines often oversimplify the story.  That's where EV News China comes in. We'll bring you clear, focused updates every weekday, so you'll always know what matters most in the market shaping the future of EVs.   So from today, keep an eye out for EV News China wherever you listen. Because to understand the global EV story, you've got to follow what's happening in China.  PATREON EXCLUSIVITY Starting today, we're launching Patreon specials, with a 7-day exclusivity period.   The daily EV News Daily podcast will always remain free, but there are so many times I want to dive deeper into a story, bring you an interview, or share what I'm seeing behind the scenes.  That's where the Patreon specials come in.   Many creators offer exclusive content but that goes against the mission of this podcast, spreading the word about EVs, so I've never locked podcasts behind a paywall. However, I do regularly make bonus content—deeper dives, expert conversations, inside-access updates, plus longer weekend features on batteries, charging, and EV policy. Until now, those were published when they were ready, in the free feed. From today any bonus shows will go live on Patreon first for 7 days. It's extra value for those who choose to support the show and keep it independent and ad-free.  And for those who want access immediately, they can support my work directly. If you don't mind waiting, you'll get exactly the same content, just with a wait. So if you'd like to get access to those new daily specials, check out the Patreon page today. And thank you to everyone who's already supporting—you're making all of this possible.  

Imogen sits down with RJ Scaringe, founder and CEO of Rivian, for an in-depth conversation about the company's journey so far. From its ambitious beginnings to becoming a major player in the EV space. RJ shares Rivian's founding story, the realities of manufacturing in the US under today's complex political and economic climate, and how the company is navigating ongoing supply chain challenges. They also explore Rivian's strategy in the face of growing competition from Chinese EV makers, the highly anticipated R2, and what the recent partnership with Volkswagen means for the company's future.   00:00 Who is Rivian? 03:00 Rivian EV Lineup  05:00 Rivian Design  06:00 The Origin of Rivian 10:00 EV Sales & Rivian Success  12:00 Mission 14:30 Challenges  19:30 Supply Chain 29:00  Do EV Makers Talk to Each Other? 31:30 VW Partnership & Relationship 40:00 Retrofitting Thoughts  42:15 Chinese EV Makers  49:45 Manufacturing   51:30 Jeff Bezos  52:30 Porsche  53:00 RJ Scaringe 56:30 RJ Scaringe One Wish! @fullychargedshow   @EverythingElectricShow   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric VANCOUVER - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025 Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #electricvehicles #evs #renewableenergy

NIO, Xpeng, and Li Auto just made the most dramatic price cuts in Chinese EV history - and it signals a massive shift in the entire industry. In this episode, I break down why China's top EV companies are slashing prices by tens of thousands of yuan, what this means for investors, and whether this is smart strategy or pure desperation.

In Episode 218 of China EVs & More, Tu Le and Lei Xing break down one of the most heated summers yet in China's EV world — a season of price wars, social media battles, and momentum shifts.We cover:⚔️ Onvo L90 vs. Li Auto i8 rivalry – aggressive pricing, messy launches, and social media smear campaigns.

Kyla Lee and Paul Doroshenko open with Ottawa's decision to pause Canada's 2026 EV sales target and launch a 60-day review. They weigh the policy and trade crosswinds—auto-maker pressure, U.S. tariffs, Chinese EV competition, and new biofuel incentives—asking what a reset means for drivers, enforcement, and the market. They then unpack a fresh Saskatchewan Court of Appeal decision on “refusal” that re-affirms classic criminal-law principles: after a lawful ASD demand, the Crown must still prove a subjective intent to thwart the breath test—not merely a failed sample—before any “reasonable excuse” analysis. The ruling clarifies mens rea and pushes back on attempts to make refusal quasi-strict liability. Next, an Ontario trial ruling tackles s.10(b) in the smartphone era: when a detainee asks to find a specific lawyer, police must provide meaningful access to information—often supervised internet access—not just an outdated directory. Where access to counsel is denied, the actus reus of refusal isn't made out at all. Ridiculous Driver of the Week: a three-car pileup pinned on raccoons crossing the road—raising the perennial question of when stopping for wildlife crosses into driving “without reasonable consideration” for other road users. Check out the 'Lawyer Told Me Not To Talk To You' T-shirts and hoodies at Lawyertoldme.com and 'Sit Still Jackson' at sitstilljackson.com

William Li just dropped TWO bombshells that change EVERYTHING about NIO's future. In a shocking September 3rd briefing, he revealed NIO's tech revenue REALLY comes from McLaren (not Chinese battery swap partners!) AND predicted the entire Chinese EV industry could COLLAPSE by 50% in Q1 2026.

Plus: Anthropic's valuation hits $183 billion in new $13 billion funding round. Chinese EV maker NIO misses earnings expectations. And AI-powered drone swarms enter the battlefield in Ukraine. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Episode #1135: Friendly Chevy's charging park is pulling in revenue and conquest sales, BYD takes a profit hit in China's price war, and Google's “Nano Banana” might just beat ChatGPT at the AI image game.Show Notes with links:Back in 2021, Friendly Chevrolet's Mark Eddins saw a gap in the EV experience—and filled it. With GM rolling out EV standards, he went all-in on a unique charging park open to all EV brands. Today, EVHQ is paying off in brand loyalty, new customers, and revenue.EVHQ opened March 2023 near downtown Dallas with eight 120-kW fast chargers under a canopy, staffed 24/7.It offers a lounge-style experience: movie room, Corvette Cafe, Wi-Fi, play area, dog park—even roadside charging.All EV brands are welcome; a free membership gets 20% off retail charging, and an app is launching soon.Revenue hit $300K in 2024 and is on pace for $400K this year, with over 10,000 users and 1,200 monthly sessions.EV sales at the store more than doubled in 2025 so far.“I wanted to be one of those guys that had something nobody else had,” Eddins said. “It is beyond my wildest dreams, quite frankly.”Even as BYD pushes aggressively into overseas markets, the Chinese EV giant is taking heat at home. A brutal domestic price war cut deep into profits last quarter, despite record sales and growing international presence.BYD's Q2 net profit dropped 30% year-over-year to $891M, even as revenue rose 14%.The company blames “excessive marketing” and fierce price-cutting across China's EV space.Retail prices in China have fallen 19% over two years, triggering concern from regulators.First-half revenue still jumped 23%, with record new energy vehicle sales.In Europe, BYD's July registrations hit 13,000+—up 225% year-over-year.A new challenger has entered the AI image arena. Google's “Nano Banana” image generator—recently added to Gemini—might just be the first serious rival to ChatGPT's viral image dominance. And it's got some surprising strengths.Nano Banana delivers sharper realism, faster generation, and better character consistency.It keeps visual details intact across prompts, and it's images often look more natural and less AI-generated.Gemini's model also handles real photo uploads better—especially when combining images or changing backgrounds."If you want something that's very quick and gets the job done in the most realistic way possible… Gemini's Nano Banana is the clear winner," wrote one reviewer.0:00 Intro with Kyle Mountsier and Ben Hadley1:03 Announcements1:46 Friendly Chevy's EVHQ Charging Station6:00 BYD Q2 Profit Drops 30%10:04 Google's Nano Banana OutperformsJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Stealing your car just got easy. You may not have heard of Flipper Zero yet, but take these steps to protect your ride. Plus, Elon Musk launches a new AI company called Macrohard, taking a jab at Microsoft. Meta's smart glasses read your wrist to control apps. Kanye West's YZY coin crashes after hitting $3 billion. Over half of American homes are too messy to charge electric vehicles. And a Chinese EV lets drivers throw AR emojis like poop and bananas at tailgaters. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 2025 Genesis G90 3.5T E-Supercharged AWD takes center stage in this week's lead road test. As the flagship sedan from Hyundai's luxury division, the G90 proves Genesis is no longer chasing the German elite; it's expecting to compete head-to-head. Powered by a twin-turbo V6 paired with an electric supercharger, the G90 delivers 409 horsepower and refined acceleration with zero turbo lag — because it doesn't have a turbocharger. Instead, its cleverly named mild-hybrid system gives the luxosedan an added boost. Inside, it's a rolling sanctuary, offering ventilated and massaging seats front and rear, dual rear entertainment screens, and a concert-level 23-speaker Bang & Olufsen sound system. Wrapped in elegant, understated design, and priced at $101,750, Host Jack Nerad notes it undercuts competitors like the Mercedes S-Class and BMW 7 Series by tens of thousands while approaching them in tech, comfort, and craftsmanship. But is it ready to compete against the elite on an equal basis? Jack and co-host Chris Teague will deliver their opinions Also in the spotlight, Chris Teague tests the 2025 Ford F-150 Lightning, which returns with updated software, improved range, and more efficient battery use. As America's best-selling electric pickup, the Lightning now features Ford's latest digital tools, including Google Built-In integration and enhanced towing tech. With multiple range options and fleet-ready solutions, Ford is positioning the Lightning as an evolving platform for work and lifestyle. The ride is smoother than ever, thanks to suspension refinements, and new accessories broaden its use case beyond construction sites. For anyone who's still skeptical of electric trucks, the F-150 Lightning might well chip away at the objections. Our special guest this week is Meghan Giammarusti, Design Director at Ford Motor Company, who joins Jack to talk about the revamped technology package inside the 2025 Ford Expedition. With Google Built-In leading the charge, the Expedition's cabin becomes a more connected, intuitive environment than ever before. Giammarusti explains how Ford's design team worked to integrate high-function tech while preserving a clean, family-friendly interior layout. Her insights reveal the future of infotainment design at Ford, detailing how tech and design must evolve together. Driving News This Week Tesla Expands in China with 6-Seat Model Y L Tesla just debuted the Model Y L, a stretched, six-seat version of its popular SUV designed specifically for the Chinese market. It adds a third row and sports a purported 467 miles of range as Tesla tries to fend off rising competition from local Chinese EV makers like BYD. 2026 Acura Integra Gets a High-Tech Refresh Acura's bestselling compact sedan gets new colors, bigger screens, and more premium features across all trims for the new model year. The A-Spec versions are particularly bold, with blue microsuede inserts, upgraded ambient lighting, and a more aggressive body kit. California Commits $55M to Fast EV Charging
 California is investing $55 million to expand fast-charging infrastructure across the state, making the odd decision to focus on low-income, “underserved” communities. The Fast Charge California Project provides up to $100K per charging port, aiming to accelerate zero-emission adoption before the state's controversial 2035's gas vehicle sales ban. Rivian Reboots $5 Billion Georgia Plant After delays, Rivian is moving forward with its massive EV factory outside Atlanta, backed by a $6.6 billion federal loan. The facility, expected to open in 2028, will build Rivian's upcoming R2 crossover and create 7,500 jobs. Listener Question We wrap the episode with a listener question from Willie in Pacoima, CA: “Gas is really expensive here, and it's killing me. Is there a way I can boost fuel economy without changing how I drive?” Chris and Jack tackle this one head-on, with realistic tips that won't require hypermiling or a ne...

- Chinese EV Sales Recover in Europe - Commercial Vehicle Sales Tumble in Europe - Commercial EV Sales Soar in U.S.  - Exxon and Chevron Increase Oil Production - Stellantis Names New Head of North American Design - CATL Boosts EV Battery Exports - Honda Introduces Fuel Cell Stationary Storage - BorgWarner Expects Better Second Half - Magna Beats Own Expectations - Aptiv Posts Mixed Results - Autonation Sales Up but Profits Down - Penske Auto Sales Drop - Carvana's Q2 Fantastic

- Chinese EV Sales Recover in Europe - Commercial Vehicle Sales Tumble in Europe - Commercial EV Sales Soar in U.S.  - Exxon and Chevron Increase Oil Production - Stellantis Names New Head of North American Design - CATL Boosts EV Battery Exports - Honda Introduces Fuel Cell Stationary Storage - BorgWarner Expects Better Second Half - Magna Beats Own Expectations - Aptiv Posts Mixed Results - Autonation Sales Up but Profits Down - Penske Auto Sales Drop - Carvana's Q2 Fantastic

- Stellantis Faces Tough Decisions After Losing Billions - China Central Government Takes Over Changan - Waymo Expanding to Dallas - Shanghai Wants 6 Million L4 Cars by 2027 - Cheap Chinese EV Aces Crash Tests - Lexus Dropping V8s and Gaining an EV Supercar - Audi Warns of Used-Car Scam - Opel Astra PHEV Gets More Power and Range - Corvette Hypercar Concept Poll Results

- Stellantis Faces Tough Decisions After Losing Billions - China Central Government Takes Over Changan - Waymo Expanding to Dallas - Shanghai Wants 6 Million L4 Cars by 2027 - Cheap Chinese EV Aces Crash Tests - Lexus Dropping V8s and Gaining an EV Supercar - Audi Warns of Used-Car Scam - Opel Astra PHEV Gets More Power and Range - Corvette Hypercar Concept Poll Results

Jill and Tom open the show by discussing a rumored new Tesla product for the Chinese market, and the impact of tariffs on Tesla prices in Canada. The hosts also chat briefly about how Chinese EV builder NIO is dealing with battery-swapping “cheaters” in its home market. Still in the first segment, Jill and Tom review the Subaru Forester in new-for-2025 hybrid trim. The hosts find themselves in complete agreement on this small crossover. In the second segment Jill and Tom welcome Chrysler CEO Chris Feuell to the Car Stuff Podcast. Chris talks about how the brand is celebrating its 100th anniversary as a carmaker, key products in the marque's history, and what comes next for the storied automaker. Chris shares updates on some additions coming to the Chrysler lineup in the near future. In the last segment, Jill is subjected to Tom's “Was it a Chrysler?” quiz, which includes a bonus question about Bolivian fast food. Jill wrapped up the podcast with a brief tribute to a longtime writer/colleague who passed away last week. 

Plus: The megabill's no tax on tips provision could bring in a 2.5% pay bump for Uber drivers. And Boldstart Ventures raises a $250 million AI fund. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices