Podcasts about Nio

Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto's recent earnings, providing crucial financial news. We break down the current state of the china ev market and what these developments mean for electric vehicles. Discover the implications for NIO's future in the competitive EV space.Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto's recent earnings, providing crucial financial news. We break down the current state of the china ev market and what these developments mean for electric vehicles. Discover the implications for NIO's future in the competitive EV space.Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto, examining the current state of the "china ev market". We break down what's actually happening across the Chinese EV space and what these "nio earnings" mean for the company's future. Discover the implications for "electric vehicles" and "chinese evs" as we analyze this significant "financial news" impacting "nio stock".We are breaking down the latest financial performances in the Chinese EV market, especially after NIO posted its first profit in over a decade. This video offers a detailed nio stock analysis, contrasting NIO's success with other electric vehicles manufacturers. Discover what these developments mean for the future of chinese evs and the broader evs landscape.

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia's Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China's Nio is out-innovating Tesla… because it doesn't charge batteries, it swaps ‘em.Plus, it's the End of Athleisure… denim is eating LuluFYI, here's Nvidia blog post: https://blogs.nvidia.com/blog/ai-5-layer-cake/ $NIO $MAT $HAS $LULU $NVDABuy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

NIO just reported its first quarterly profit in 11 years.They beat the top end of their own guidance. The stock closed at $5.70 — up 15.38% on the day. A week that started with NIO at $4.59 ended with a historic earnings report.Full breakdown in this episode:— The numbers: $178.9M non-GAAP operating profit, $40.4M GAAP net profit, 75.9% revenue growth, 17.5% gross margin— 124,807 Q4 deliveries — up 71.7% — ES8 carrying 32% of volume at ~20% gross margin— The cost story: R&D cut 44.3%, SG&A cut 27.5% — how they engineered the profit— William Li's pay package: 10 tranches, market cap targets from $30B to $120B — why it's a shareholder alignment signal— Q1 guidance: 80-83K vehicles, revenue more than doubling YoY— Full year 2026: 40-50% growth target and full-year profitability— Shenji chip 2 in mass production — and the robotics angle— $6.6B cash on hand. The liquidity question is answered.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO stock,NIO 2026, NIO analysis, NIO bull case, Chinese EV stocks,EV investing 2026, NIO gross margin, NIO William Li,NIO Shenji chip, Courtside Financial, EV podcast, NIO reaction

NIO hit its first quarterly profit in 11 years. Stock up 15% yesterday. Down 4% today. Up 16% on the week.Today I go deeper than the headlines and ask the harder question: did William Li actually win his long bet? And what comes next?WHAT WE COVER:— 100 billion yuan in losses over 11 years: what that road really means for long-term investors— Why NIO's 18% vehicle margin is more impressive than it looks given everything they were building simultaneously— The $2.5 billion battery swap bet — where it stands and what 10,000 stations by decade's end means for the moat— The ES8 carried Q4. Where is the next breakout model?— ES9, Onvo L80, and new large SUV all launching in 2026 — five large SUVs in market by H2— Full-year non-GAAP profitability: the real milestone to watch— $4.59 to $5.47 in five trading days — the bigger trendStill bullish. Still objective. Still watching every number.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO 2026, NIO analysis, William Li,NIO battery swap, NIO ES8, NIO ES9, NIO Onvo L80,NIO vehicle margin, NIO profitability, Chinese EV stocks,EV investing 2026, NIO bull case, Courtside Financial,EV podcast, NIO post earnings, NIO next catalyst

DEK - Plus: Chinese EV-maker NIO reports first-ever net profit. And Uber expands feature that allows female users to request rides from women drivers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

NIO drops Q4 2025 earnings tomorrow. Potentially the first quarterly profit in eleven years.Tonight — four stories from today that, when you put them together, tell you exactly where this company stands heading into tomorrow.WHAT WE COVER:— CATL posts 42% profit growth and $10.4B net income: what it means for the broader EV ecosystem and NIO specifically— NIO's smart driving crosses 200M kilometers in a single month for the first time — up 81.5% after the NWM world model update— Users spending 50%+ of drive time on NIO's autonomous system up 210% month over month: behavioral change, not just a feature bump— Lamborghini abandons pure EV — and why the ET9 selling out at $112K is the real answer to that story— CYVN Holdings: the Abu Dhabi sovereign fund invested in both NIO and McLaren — and what that thread could mean long term— China's highway charging infrastructure crosses 98% coverage: the range anxiety argument is officially over— Full earnings setup and what to watch when numbers drop tomorrowEarnings reaction drops tomorrow morning.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO smart driving,NIO NWM, NIO ET9, CATL earnings, CYVN Holdings, McLaren EV,Lamborghini EV, Chinese EV stocks, EV investing 2026, NIO analysis,Courtside Financial, EV podcast, NIO March 2026, China EV infrastructure

NIO reports Q4 2025 earnings tomorrow morning. Potentially the first quarterly profit in the company's 11-year history.Tonight — a quick honest look at where NIO, Xpeng, and Li Auto all stand heading into 2026, based on the latest Chinese financial analysis.WHAT WE COVER:— Why all three are navigating serious headwinds simultaneously in 2026— The ES8 launch wave is normalizing — NIO's real next catalysts are L80 + ES7— Xpeng down nearly 50% YoY in February and what it means— Li Auto's 2025 underperformance and the new L9 redemption bet— Why NIO still comes out strongest in this comparison heading into tomorrow— NIO's Q4 profit guidance: 700M–1.2B yuan non-GAAP — what to watchFull earnings breakdown tomorrow.Courtside Financial. Hosted by Obi.

Three days from NIO's Q4 2025 earnings — and potentially its first-ever quarterly profit. This week delivered three major stories that every NIO investor needs to understand before Monday.WHAT WE COVER:— NIO hits 2 million electric drive systems produced in Hefei — 23 months to double from 1 million, 99.6% pass rate, world-first 925V winding technology— NIO revamps European operations: Germany, Netherlands & Sweden shifting to asset-light distributor model — why this is actually the right strategic call— Norway retains direct sales and why that distinction matters— BYD's 2nd-gen Blade Battery: 9-minute 0-97% charge, 1,500kW peak chargers, 20,000 new stations planned — honest breakdown of what it means for NIO's swap thesis— Why NIO's 3,750 built swap stations beating BYD's 20,000 station plan— Why the ES8 buyer and the BYD buyer are not the same person— March 10th earnings: what to watch and why this report is different from any before itCourtside Financial. Hosted by Obi. NIO bull. Objective lens.

Episode Description (Kilowatt 684) In this episode, Bodie shares a quick community update and an ad swap with the Car Stuff Podcast and The Final Lap Weekly, then jumps into a packed round-up of EV and clean-tech headlines. The Tesla segment includes a customer service story, Cybertruck pricing news, global expansion updates, and fresh Full Self-Driving chatter (including international approvals and new driver-behavior features). From there, Bodie covers broader industry movement with NIO's momentum and partnerships, plus an Aptera progress check-in as the solar EV startup pushes toward production. The battery conversation centers on Donut Lab's latest solid-state testing and what the results might (and might not) mean for real-world EV performance. Finally, Bodie spotlights the Nosh AI Chef project and closes with a proud parent moment celebrating Sierra's latest YouTube success. Ad Swap:  The Car Stuff Podcast The Final Lap Whooshn YouTube Links Mentioned: Nosh AI Chef Nosh AI Chef Kickstarter Sierra's video: Why work is starting to look medieval Allison's Podcast Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links Donut Lab solid-state battery survives 100°C discharge in second independent test What Donut Lab's Latest Solid-State EV Battery Test Actually Reveals Tesla Robotaxis Aren't Hitting California Streets Any Time Soon, Says Data Tesla touts California robotaxis but does nothing to get permits Tesla expands global FSD (Supervised) testing with Abu Dhabi trials NIO Deliveries Rise 58% in February — Charts NIO & Bosch Sign Strategic Cooperation Agreement Tesla increases Cybertruck AWD price to $70,000 after creating artificial urgency Tesla Vehicles Finally Come To Africa Tesla's Megawatt Chargers Are Coming Soon. Here's Where The First Ones Will Go Tesla Cybercab Lead Quits Just Months Before Mass Production Tesla Full Self-Driving's newest behavior is the perfect answer to aggressive cars Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk Slate EV pricing coming in June, still expected to mid-$20k range art by dall-e Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A viewer asked: if NIO trades in Hong Kong too, why is the volume low over there as well?It's one of the best questions from yesterday's episode — and the answer actually strengthens the thesis rather than challenging it.In this quick 5-minute take, Obi breaks down:— Why the Hang Seng is still below its 2007 peak nearly 20 years later— Why domestic Chinese retail and global institutional money are both cautious right now— Why low volume on both NYSE and Hong Kong confirms this is a global sentiment problem— Why the unlock, when it comes, will hit both exchanges at the same time— 6 days to NIO's potential first-ever quarterly profit on March 10thFollow-up to Episode 2: "Why Won't They Let It Fly?"Courtside Financial. Hosted by Obi.

NIO is 7 days from potentially its first quarterly profit ever. The stock is at $4.59 — down nearly 88% over five years. In this episode, Obi breaks down the honest reason why: it's not the business. It's the world around it.WHAT WE COVER:— The Iran conflict & oil price surge — why it matters for Chinese equities right now— US-China trade: structural shifts, 100% tariffs, and Trump's review of Chinese automakers— William Li's 2023 Financial Times warning about US protectionism — and why it's more relevant than ever— Tesla up 37.86% on conceptual bets. NIO down 87.96% on real progress. The sentiment gap explained.— BYD overtook Tesla in global EV sales — and is still down 16.74% in the past year— Michael Burry's warning today about VIE structures & the Cayman Island shell trap— The ADR vs Hong Kong listing breakdown — what six-year holders need to know— Why Wall Street sentiment is a self-fulfilling prophecy in both directions— March 10th earnings: why NIO's first profit matters beyond just the numbersCourtside Financial is hosted by Obi. Business, tech, and the EV space — with a perspective, not just a recap.

Back after two and a half weeks of work travel, the flu, and swapping my Alfa Romeo Stelvio for a Volvo C40 EV. Life happened — but NIO didn't slow down.In this episode, Obi breaks down everything that dropped between February 24 and March 1, 2026: product launches, chip news, infrastructure milestones, a major European partnership, and the February delivery numbers.WHAT WE COVER:— ES9 flagship SUV: April reveal, late May pricing, June 1 deliveries— Onvo L80: two-hour launch event in April, deliveries mid-May— ES8 chip shortage #2 — audio chip this time, NIO's workaround explained— NIO's chip unit (Shenji NX9031) raises over $290M, valued near $1.4B— Spring Festival battery swap records: 2M+ services, 177K swaps in a single day— NIO x Bosch strategic deal signed during German Chancellor Merz's China visit— February deliveries: 20,797 total — NIO brand up 65.8% year-over-year— ES8 hits 70,000 cumulative deliveries— March 10 earnings: NIO's first quarterly profit on the horizon?— 7-year auto loans extended + purchase tax subsidies explainedCourtside Financial covers business and tech with a focus on the EV space. Hosted by Obi. No fluff. No hype. Real analysis.Subscribe on Spotify, Apple Podcasts, or wherever you listen.NIO, NIO stock, EV investing, electric vehicles, Chinese EV, EV stocks 2026, NIO earnings, NIO deliveries, battery swap, Onvo, ES8, ES9, NIO chip, Bosch, China EV market, EV podcast, tech investing, Courtside Financial

Var med i vår kluriga Melodikryssregatta med Anna Charlotta Gunnarson! Nio snygga, svart-vit-rutiga brickor och ett härligt badlakan står på spel. Lyssna på alla avsnitt i Sveriges Radios app. I Melodikrysset gäller det att vara musikdetektiv!Du svarar på olika frågor om musik och artister. Fyll i kryssplanen så är du med och tävlar om fina priser med melodikryssetmotiv.Var med och tävlaFör att din lösning ska räknas måste du skicka in krysset antingen via appen Sveriges Radio, per post eller på vår sajt enligt anvisningar. Senast onsdag vill vi ha ditt svar för att du ska komma med i dragningen.Du har lika stor chans att vinna oavsett hur du skickar in din krysslösning. Vill du läsa mer om hur det går till kan du klicka dig vidare via länkarna här nedanför.Skicka in din lösning med postMelodikrysset 9Sveriges Radio P4 109 12 StockholmOBS! Du kan INTE mejla in ditt svar, vare sig med länkar eller bilder.

Record-breaking EV milestones, the hidden dangers of fossil fuel crime, and a real-world test of what happens when a country bans new gas cars. In China, Nio pulled off an astonishing 175,000 battery swaps in a single day during the Lunar New Year travel rush — about two swaps every second — with drivers in and out in three to five minutes. It's a massive stress test that shows how battery swapping could compete with, or even outperform, traditional refueling for convenience and scale. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast, early access to our content, behind the scenes looks, access to our members-only Discord community and thank-yous in the credits of videos and shoutouts on our podcast! Starting at just $1 per month! We also examine how fuel theft in Mexico has evolved from small-time pipeline tapping into a billion-dollar criminal enterprise. Cartels now make enormous profits stealing oil and gas, and the consequences can be deadly. The 2019 pipeline explosion in Tlahuelilpan, which killed at least 137 people, remains one of the most tragic examples of how dangerous this underground economy can be. What began decades ago as localized "Robin Hood" style fuel theft has grown into an industrialized operation that in some regions rivals drug trafficking in profitability. Meanwhile, Ethiopia's 2024 ban on new combustion car sales is turning out to be less dramatic than critics predicted — and more effective. The move was driven largely by economics, as the country had been spending billions annually on refined fuel imports. With major hydropower expansion, including the Grand Ethiopian Renaissance Dam, Ethiopia now has excess clean electricity, growing EV adoption, and dramatically lower monthly fueling costs for drivers. Plus, South Dakota approves its largest wind farm yet, Waymo surpasses 200 million autonomous miles, France sets a new fusion runtime record, Tesla tops a French reliability study, and a pilot project proves portable solar panels can charge an EV in the sub-Arctic. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.    

Nio rätt förra helgen på andelarna och Daniel Olenklint tar grepp om en ny omgång av Big 9 denna helg!

Emmanuel et Guillaume discutent de divers sujets liés à la programmation, notamment les systèmes de fichiers en Java, le Data Oriented Programming, les défis de JPA avec Kotlin, et les nouvelles fonctionnalités de Quarkus. Ils explorent également des sujets un peu fous comme la création de datacenters dans l'espace. Pas mal d'architecture aussi. Enregistré le 13 février 2026 Téléchargement de l'épisode LesCastCodeurs-Episode-337.mp3 ou en vidéo sur YouTube. News Langages Comment implémenter un file system en Java https://foojay.io/today/bootstrapping-a-java-file-system/ Créer un système de fichiers Java personnalisé avec NIO.2 pour des usages variés (VCS, archives, systèmes distants). Évolution Java: java.io.File (1.0) -> NIO (1.4) -> NIO.2 (1.7) pour personnalisation via FileSystem. Recommander conception préalable; API Java est orientée POSIX. Composants clés à considérer: Conception URI (scheme unique, chemin). Gestion de l'arborescence (BD, métadonnées, efficacité). Stockage binaire (emplacement, chiffrement, versions). Minimum pour démarrer (4 composants): Implémenter Path (représente fichier/répertoire). Étendre FileSystem (instance du système). Étendre FileSystemProvider (moteur, enregistré par scheme). Enregistrer FileSystemProvider via META-INF/services. Étapes suivantes: Couche BD (arborescence), opérations répertoire/fichier de base, stockage, tests. Processus long et exigeant, mais gratifiant.   Un article de brian goetz sur le futur du data oriented programming en Java https://openjdk.org/projects/amber/design-notes/beyond-records Le projet Amber de Java introduit les "carrier classes", une évolution des records qui permet plus de flexibilité tout en gardant les avantages du pattern matching et de la reconstruction Les records imposent des contraintes strictes (immutabilité, représentation exacte de l'état) qui limitent leur usage pour des classes avec état muable ou dérivé Les carrier classes permettent de déclarer une state description complète et canonique sans imposer que la représentation interne corresponde exactement à l'API publique Le modificateur "component" sur les champs permet au compilateur de dériver automatiquement les accesseurs pour les composants alignés avec la state description Les compact constructors sont généralisés aux carrier classes, générant automatiquement l'initialisation des component fields Les carrier classes supportent la déconstruction via pattern matching comme les records, rendant possible leur usage dans les instanceof et switch Les carrier interfaces permettent de définir une state description sur une interface, obligeant les implémentations à fournir les accesseurs correspondants L'extension entre carrier classes est possible, avec dérivation automatique des appels super() quand les composants parent sont subsumés par l'enfant Les records deviennent un cas particulier de carrier classes avec des contraintes supplémentaires (final, extends Record, component fields privés et finaux obligatoires) L'évolution compatible des records est améliorée en permettant l'ajout de composants en fin de liste et la déconstruction partielle par préfixe Comment éviter les pièges courants avec JPA et Kotlin - https://blog.jetbrains.com/idea/2026/01/how-to-avoid-common-pitfalls-with-jpa-and-kotlin/ JPA est une spécification Java pour la persistance objet-relationnel, mais son utilisation avec Kotlin présente des incompatibilités dues aux différences de conception des deux langages Les classes Kotlin sont finales par défaut, ce qui empêche la création de proxies par JPA pour le lazy loading et les opérations transactionnelles Le plugin kotlin-jpa génère automatiquement des constructeurs sans argument et rend les classes open, résolvant les problèmes de compatibilité Les data classes Kotlin ne sont pas adaptées aux entités JPA car elles génèrent equals/hashCode basés sur tous les champs, causant des problèmes avec les relations lazy L'utilisation de lateinit var pour les relations peut provoquer des exceptions si on accède aux propriétés avant leur initialisation par JPA Les types non-nullables Kotlin peuvent entrer en conflit avec le comportement de JPA qui initialise les entités avec des valeurs null temporaires Le backing field direct dans les getters/setters personnalisés peut contourner la logique de JPA et casser le lazy loading IntelliJ IDEA 2024.3 introduit des inspections pour détecter automatiquement ces problèmes et propose des quick-fixes L'IDE détecte les entités finales, les data classes inappropriées, les problèmes de constructeurs et l'usage incorrect de lateinit Ces nouvelles fonctionnalités aident les développeurs à éviter les bugs subtils liés à l'utilisation de JPA avec Kotlin Librairies Guide sur MapStruct @IterableMapping - https://www.baeldung.com/java-mapstruct-iterablemapping MapStruct est une bibliothèque Java pour générer automatiquement des mappers entre beans, l'annotation @IterableMapping permet de configurer finement le mapping de collections L'attribut dateFormat permet de formater automatiquement des dates lors du mapping de listes sans écrire de boucle manuelle L'attribut qualifiedByName permet de spécifier quelle méthode custom appliquer sur chaque élément de la collection à mapper Exemple d'usage : filtrer des données sensibles comme des mots de passe en mappant uniquement certains champs via une méthode dédiée L'attribut nullValueMappingStrategy permet de contrôler le comportement quand la collection source est null (retourner null ou une collection vide) L'annotation fonctionne pour tous types de collections Java (List, Set, etc.) et génère le code de boucle nécessaire Possibilité d'appliquer des formats numériques avec numberFormat pour convertir des nombres en chaînes avec un format spécifique MapStruct génère l'implémentation complète du mapper au moment de la compilation, éliminant le code boilerplate L'annotation peut être combinée avec @Named pour créer des méthodes de mapping réutilisables et nommées Le mapping des collections supporte les conversions de types complexes au-delà des simples conversions de types primitifs Accès aux fichiers Samba depuis Java avec JCIFS - https://www.baeldung.com/java-samba-jcifs JCIFS est une bibliothèque Java permettant d'accéder aux partages Samba/SMB sans monter de lecteur réseau, supportant le protocole SMB3 on pense aux galériens qui doivent se connecter aux systèmes dit legacy La configuration nécessite un contexte CIFS (CIFSContext) et des objets SmbFile pour représenter les ressources distantes L'authentification se fait via NtlmPasswordAuthenticator avec domaine, nom d'utilisateur et mot de passe La bibliothèque permet de lister les fichiers et dossiers avec listFiles() et vérifier leurs propriétés (taille, date de modification) Création de fichiers avec createNewFile() et de dossiers avec mkdir() ou mkdirs() pour créer toute une arborescence Suppression via delete() qui peut parcourir et supprimer récursivement des arborescences entières Copie de fichiers entre partages Samba avec copyTo(), mais impossibilité de copier depuis le système de fichiers local Pour copier depuis le système local, utilisation des streams SmbFileInputStream et SmbFileOutputStream Les opérations peuvent cibler différents serveurs Samba et différents partages (anonymes ou protégés par mot de passe) La bibliothèque s'intègre dans des blocs try-with-resources pour une gestion automatique des ressources Quarkus 3.31 - Support complet Java 25, nouveau packaging Maven et Panache Next - https://quarkus.io/blog/quarkus-3-31-released/ Support complet de Java 25 avec images runtime et native Nouveau packaging Maven de type quarkus avec lifecycle optimisé pour des builds plus rapides voici un article complet pour plus de detail https://quarkus.io/blog/building-large-applications/ Introduction de Panache Next, nouvelle génération avec meilleure expérience développeur et API unifiée ORM/Reactive Mise à jour vers Hibernate ORM 7.2, Reactive 3.2, Search 8.2 Support de Hibernate Spatial pour les données géospatiales Passage à Testcontainers 2 et JUnit 6 Annotations de sécurité supportées sur les repositories Jakarta Data Chiffrement des tokens OIDC pour les implémentations custom TokenStateManager Support OAuth 2.0 Pushed Authorization Requests dans l'extension OIDC Maven 3.9 maintenant requis minimum pour les projets Quarkus A2A Java SDK 1.0.0.Alpha1 - Alignement avec la spécification 1.0 du protocole Agent2Agent - https://quarkus.io/blog/a2a-java-sdk-1-0-0-alpha1/ Le SDK Java A2A implémente le protocole Agent2Agent qui permet la communication standardisée entre agents IA pour découvrir des capacités, déléguer des tâches et collaborer Passage à la version 1.0 de la spécification marque la transition d'expérimental à production-ready avec des changements cassants assumés Modernisation complète du module spec avec des Java records partout remplaçant le mix précédent de classes et records pour plus de cohérence Adoption de Protocol Buffers comme source de vérité avec des mappers MapStruct pour la conversion et Gson pour JSON-RPC Les builders utilisent maintenant des méthodes factory statiques au lieu de constructeurs publics suivant les best practices Java modernes Introduction de trois BOMs Maven pour simplifier la gestion des dépendances du SDK core, des extensions et des implémentations de référence Quarkus AgentCard évolue avec une liste supportedInterfaces remplaçant url et preferredTransport pour plus de flexibilité dans la déclaration des protocoles Support de la pagination ajouté pour ListTasks et les endpoints de configuration des notifications push avec des wrappers Result appropriés Interface A2AHttpClient pluggable permettant des implémentations HTTP personnalisées avec une implémentation Vert.x fournie Travail continu vers la conformité complète avec le TCK 1.0 en cours de développement parallèlement à la finalisation de la spécification Pourquoi Quarkus finit par "cliquer" : les 10 questions que se posent les développeurs Java - https://www.the-main-thread.com/p/quarkus-java-developers-top-questions-2025 un article qui revele et repond aux questions des gens qui ont utilisé Quarkus depuis 4-6 mois, les non noob questions Quarkus est un framework Java moderne optimisé pour le cloud qui propose des temps de démarrage ultra-rapides et une empreinte mémoire réduite Pourquoi Quarkus démarre si vite ? Le framework effectue le travail lourd au moment du build (scanning, indexation, génération de bytecode) plutôt qu'au runtime Quand utiliser le mode réactif plutôt qu'impératif ? Le réactif est pertinent pour les workloads avec haute concurrence et dominance I/O, l'impératif reste plus simple dans les autres cas Quelle est la différence entre Dev Services et Testcontainers ? Dev Services utilise Testcontainers en gérant automatiquement le cycle de vie, les ports et la configuration sans cérémonie Comment la DI de Quarkus diffère de Spring ? CDI est un standard basé sur la sécurité des types et la découverte au build-time, différent de l'approche framework de Spring Comment gérer la configuration entre environnements ? Quarkus permet de scaler depuis le développement local jusqu'à Kubernetes avec des profils, fichiers multiples et configuration externe Comment tester correctement les applications Quarkus ? @QuarkusTest démarre l'application une fois pour toute la suite de tests, changeant le modèle mental par rapport à Spring Boot Que fait vraiment Panache en coulisses ? Panache est du JPA avec des opinions fortes et des défauts propres, enveloppant Hibernate avec un style Active Record Doit-on utiliser les images natives et quand ? Les images natives brillent pour le serverless et l'edge grâce au démarrage rapide et la faible empreinte mémoire, mais tous les apps n'en bénéficient pas Comment Quarkus s'intègre avec Kubernetes ? Le framework génère automatiquement les ressources Kubernetes, gère les health checks et métriques comme s'il était nativement conçu pour cet écosystème Comment intégrer l'IA dans une application Quarkus ? LangChain4j permet d'ajouter embeddings, retrieval, guardrails et observabilité directement en Java sans passer par Python Infrastructure Les alternatives à MinIO https://rmoff.net/2026/01/14/alternatives-to-minio-for-single-node-local-s3/ MinIO a abandonné le support single-node fin 2025 pour des raisons commerciales, cassant de nombreuses démos et pipelines CI/CD qui l'utilisaient pour émuler S3 localement L'auteur cherche un remplacement simple avec image Docker, compatibilité S3, licence open source, déploiement mono-nœud facile et communauté active S3Proxy est très léger et facile à configurer, semble être l'option la plus simple mais repose sur un seul contributeur RustFS est facile à utiliser et inclut une GUI, mais c'est un projet très récent en version alpha avec une faille de sécurité majeure récente SeaweedFS existe depuis 2012 avec support S3 depuis 2018, relativement facile à configurer et dispose d'une interface web basique Zenko CloudServer remplace facilement MinIO mais la documentation et le branding (cloudserver/zenko/scality) peuvent prêter à confusion Garage nécessite une configuration complexe avec fichier TOML et conteneur d'initialisation séparé, pas un simple remplacement drop-in Apache Ozone requiert au minimum quatre nœuds pour fonctionner, beaucoup trop lourd pour un usage local simple L'auteur recommande SeaweedFS et S3Proxy comme remplaçants viables, RustFS en maybe, et élimine Garage et Ozone pour leur complexité Garage a une histoire tres associative, il vient du collectif https://deuxfleurs.fr/ qui offre un cloud distribué sans datacenter C'est certainement pas une bonne idée, les datacenters dans l'espace https://taranis.ie/datacenters-in-space-are-a-terrible-horrible-no-good-idea/ Avis d'expert (ex-NASA/Google, Dr en électronique spatiale) : Centres de données spatiaux, une "terrible" idée. Incompatibilité fondamentale : L'électronique (surtout IA/GPU) est inadaptée à l'environnement spatial. Énergie : Accès limité. Le solaire (type ISS) est insuffisant pour l'échelle de l'IA. Le nucléaire (RTG) est trop faible. Refroidissement : L'espace n'est pas "froid" ; absence de convection. Nécessite des radiateurs gigantesques (ex: 531m² pour 200kW). Radiations : Provoque erreurs (SEU, SEL) et dommages. Les GPU sont très vulnérables. Blindage lourd et inefficace. Les puces "durcies" sont très lentes. Communications : Bande passante très limitée (1Gbps radio vs 100Gbps terrestre). Le laser est tributaire des conditions atmosphériques. Conclusion : Projet extrêmement difficile, coûteux et aux performances médiocres. Data et Intelligence Artificielle Guillaume a développé un serveur MCP pour arXiv (le site de publication de papiers de recherche) en Java avec le framework Quarkus https://glaforge.dev/posts/2026/01/18/implementing-an-arxiv-mcp-server-with-quarkus-in-java/ Implémentation d'un serveur MCP (Model Context Protocol) arXiv en Java avec Quarkus. Objectif : Accéder aux publications arXiv et illustrer les fonctionnalités moins connues du protocole MCP. Mise en œuvre : Utilisation du framework Quarkus (Java) et son support MCP étendu. Assistance par Antigravity (IDE agentique) pour le développement et l'intégration de l'API arXiv. Interaction avec l'API arXiv : requêtes HTTP, format XML Atom pour les résultats, parser XML Jackson. Fonctionnalités MCP exposées : Outils (@Tool) : Recherche de publications (search_papers). Ressources (@Resource, @ResourceTemplate) : Taxonomie des catégories arXiv, métadonnées des articles (via un template d'URI). Prompts (@Prompt) : Exemples pour résumer des articles ou construire des requêtes de recherche. Configuration : Le serveur peut fonctionner en STDIO (local) ou via HTTP Streamable (local ou distant), avec une configuration simple dans des clients comme Gemini CLI. Conclusion : Quarkus simplifie la création de serveurs MCP riches en fonctionnalités, rendant les données et services "prêts pour l'IA" avec l'aide d'outils d'IA comme Antigravity. Anthropic ne mettra pas de pub dans Claude https://www.anthropic.com/news/claude-is-a-space-to-think c'est en reaction au plan non public d'OpenAi de mettre de la pub pour pousser les gens au mode payant OpenAI a besoin de cash et est probablement le plus utilisé pour gratuit au monde Anthropic annonce que Claude restera sans publicité pour préserver son rôle d'assistant conversationnel dédié au travail et à la réflexion approfondie. Les conversations avec Claude sont souvent sensibles, personnelles ou impliquent des tâches complexes d'ingénierie logicielle où les publicités seraient inappropriées. L'analyse des conversations montre qu'une part significative aborde des sujets délicats similaires à ceux évoqués avec un conseiller de confiance. Un modèle publicitaire créerait des incitations contradictoires avec le principe fondamental d'être "genuinely helpful" inscrit dans la Constitution de Claude. Les publicités introduiraient un conflit d'intérêt potentiel où les recommandations pourraient être influencées par des motivations commerciales plutôt que par l'intérêt de l'utilisateur. Le modèle économique d'Anthropic repose sur les contrats entreprise et les abonnements payants, permettant de réinvestir dans l'amélioration de Claude. Anthropic maintient l'accès gratuit avec des modèles de pointe et propose des tarifs réduits pour les ONG et l'éducation dans plus de 60 pays. Le commerce "agentique" sera supporté mais uniquement à l'initiative de l'utilisateur, jamais des annonceurs, pour préserver la confiance. Les intégrations tierces comme Figma, Asana ou Canva continueront d'être développées en gardant l'utilisateur aux commandes. Anthropic compare Claude à un cahier ou un tableau blanc : des espaces de pensée purs, sans publicité. Infinispan 16.1 est sorti https://infinispan.org/blog/2026/02/04/infinispan-16-1 déjà le nom de la release mérite une mention Le memory bounded par cache et par ensemble de cache s est pas facile à faire en Java Une nouvelle api OpenAPI AOT caché dans les images container Un serveur MCP local juste avec un fichier Java ? C'est possible avec LangChain4j et JBang https://glaforge.dev/posts/2026/02/11/zero-boilerplate-java-stdio-mcp-servers-with-langchain4j-and-jbang/ Création rapide de serveurs MCP Java sans boilerplate. MCP (Model Context Protocol): standard pour connecter les LLM à des outils et données. Le tutoriel répond au manque d'options simples pour les développeurs Java, face à une prédominance de Python/TypeScript dans l'écosystème MCP. La solution utilise: LangChain4j: qui intègre un nouveau module serveur MCP pour le protocole STDIO. JBang: permet d'exécuter des fichiers Java comme des scripts, éliminant les fichiers de build (pom.xml, Gradle). Implémentation: se fait via un seul fichier .java. JBang gère automatiquement les dépendances (//DEPS). L'annotation @Tool de LangChain4j expose les méthodes Java aux LLM. StdioMcpServerTransport gère la communication JSON-RPC via l'entrée/sortie standard (STDIO). Point crucial: Les logs doivent impérativement être redirigés vers System.err pour éviter de corrompre System.out, qui est réservé à la communication MCP (messages JSON-RPC). Facilite l'intégration locale avec des outils comme Gemini CLI, Claude Code, etc. Reciprocal Rank Fusion : un algorithme utile et souvent utilisé pour faire de la recherche hybride, pour mélanger du RAG et des recherches par mots-clé https://glaforge.dev/posts/2026/02/10/advanced-rag-understanding-reciprocal-rank-fusion-in-hybrid-search/ RAG : Qualité LLM dépend de la récupération. Recherche Hybride : Combiner vectoriel et mots-clés (BM25) est optimal. Défi : Fusionner des scores d'échelles différentes. Solution : Reciprocal Rank Fusion (RRF). RRF : Algorithme robuste qui fusionne des listes de résultats en se basant uniquement sur le rang des documents, ignorant les scores. Avantages RRF : Pas de normalisation de scores, scalable, excellente première étape de réorganisation. Architecture RAG fréquente : RRF (large sélection) + Cross-Encoder / modèle de reranking (précision fine). RAG-Fusion : Utilise un LLM pour générer plusieurs variantes de requête, puis RRF agrège tous les résultats pour renforcer le consensus et réduire les hallucinations. Implémentation : LangChain4j utilise RRF par défaut pour agréger les résultats de plusieurs retrievers. Les dernières fonctionnalités de Gemini et Nano Banana supportées dans LangChain4j https://glaforge.dev/posts/2026/02/06/latest-gemini-and-nano-banana-enhancements-in-langchain4j/ Nouveaux modèles d'images Nano Banana (Gemini 2.5/3.0) pour génération et édition (jusqu'à 4K). "Grounding" via Google Search (pour images et texte) et Google Maps (localisation, Gemini 2.5). Outil de contexte URL (Gemini 3.0) pour lecture directe de pages web. Agents multimodaux (AiServices) capables de générer des images. Configuration de la réflexion (profondeur Chain-of-Thought) pour Gemini 3.0. Métadonnées enrichies : usage des tokens et détails des sources de "grounding". Comment configurer Gemini CLI comment agent de code dans IntelliJ grâce au protocole ACP https://glaforge.dev/posts/2026/02/01/how-to-integrate-gemini-cli-with-intellij-idea-using-acp/ But : Intégrer Gemini CLI à IntelliJ IDEA via l'Agent Client Protocol (ACP). Prérequis : IntelliJ IDEA 2025.3+, Node.js (v20+), Gemini CLI. Étapes : Installer Gemini CLI (npm install -g @google/gemini-cli). Localiser l'exécutable gemini. Configurer ~/.jetbrains/acp.json (chemin exécutable, --experimental-acp, use_idea_mcp: true). Redémarrer IDEA, sélectionner "Gemini CLI" dans l'Assistant IA. Usage : Gemini interagit avec le code et exécute des commandes (contexte projet). Important : S'assurer du flag --experimental-acp dans la configuration. Outillage PipeNet, une alternative (open source aussi) à LocalTunnel, mais un plus évoluée https://pipenet.dev/ pipenet: Alternative open-source et moderne à localtunnel (client + serveur). Usages: Développement local (partage, webhooks), intégration SDK, auto-hébergement sécurisé. Fonctionnalités: Client (expose ports locaux, sous-domaines), Serveur (déploiement, domaines personnalisés, optimisé cloud mono-port). Avantages vs localtunnel: Déploiement cloud sur un seul port, support multi-domaines, TypeScript/ESM, maintenance active. Protocoles: HTTP/S, WebSocket, SSE, HTTP Streaming. Intégration: CLI ou SDK JavaScript. JSON-IO — une librairie comme Jackson ou GSON, supportant JSON5, TOON, et qui pourrait être utile pour l'utilisation du "structured output" des LLMs quand ils ne produisent pas du JSON parfait https://github.com/jdereg/json-io json-io : Librairie Java pour la sérialisation et désérialisation JSON/TOON. Gère les graphes d'objets complexes, les références cycliques et les types polymorphes. Support complet JSON5 (lecture et écriture), y compris des fonctionnalités non prises en charge par Jackson/Gson. Format TOON : Notation orientée token, optimisée pour les LLM, réduisant l'utilisation de tokens de 40 à 50% par rapport au JSON. Légère : Aucune dépendance externe (sauf java-util), taille de JAR réduite (~330K). Compatible JDK 1.8 à 24, ainsi qu'avec les environnements JPMS et OSGi. Deux modes de conversion : vers des objets Java typés (toJava()) ou vers des Map (toMaps()). Options de configuration étendues via ReadOptionsBuilder et WriteOptionsBuilder. Optimisée pour les déploiements cloud natifs et les architectures de microservices. Utiliser mailpit et testcontainer pour tester vos envois d'emails https://foojay.io/today/testing-emails-with-testcontainers-and-mailpit/ l'article montre via SpringBoot et sans. Et voici l'extension Quarkus https://quarkus.io/extensions/io.quarkiverse.mailpit/quarkus-mailpit/?tab=docs Tester l'envoi d'emails en développement est complexe car on ne peut pas utiliser de vrais serveurs SMTP Mailpit est un serveur SMTP de test qui capture les emails et propose une interface web pour les consulter Testcontainers permet de démarrer Mailpit dans un conteneur Docker pour les tests d'intégration L'article montre comment configurer une application SpringBoot pour envoyer des emails via JavaMail Un module Testcontainers dédié à Mailpit facilite son intégration dans les tests Le conteneur Mailpit expose un port SMTP (1025) et une API HTTP (8025) pour vérifier les emails reçus Les tests peuvent interroger l'API HTTP de Mailpit pour valider le contenu des emails envoyés Cette approche évite d'utiliser des mocks et teste réellement l'envoi d'emails Mailpit peut aussi servir en développement local pour visualiser les emails sans les envoyer réellement La solution fonctionne avec n'importe quel framework Java supportant JavaMail Architecture Comment scaler un système de 0 à 10 millions d'utilisateurs https://blog.algomaster.io/p/scaling-a-system-from-0-to-10-million-users Philosophie : Scalabilité incrémentale, résoudre les goulots d'étranglement sans sur-ingénierie. 0-100 utilisateurs : Serveur unique (app, DB, jobs). 100-1K : Séparer app et DB (services gérés, pooling). 1K-10K : Équilibreur de charge, multi-serveurs d'app (stateless via sessions partagées). 10K-100K : Caching, réplicas de lecture DB, CDN (réduire charge DB). 100K-500K : Auto-scaling, applications stateless (authentification JWT). 500K-10M : Sharding DB, microservices, files de messages (traitement asynchrone). 10M+ : Déploiement multi-régions, CQRS, persistance polyglotte, infra personnalisée. Principes clés : Simplicité, mesure, stateless essentiel, cache/asynchrone, sharding prudent, compromis (CAP), coût de la complexité. Patterns d'Architecture 2026 - Du Hype à la Réalité du Terrain (Part 1/2) - https://blog.ippon.fr/2026/01/30/patterns-darchitecture-2026-part-1/ L'article présente quatre patterns d'architecture logicielle pour répondre aux enjeux de scalabilité, résilience et agilité business dans les systèmes modernes Il présentent leurs raisons et leurs pièges Un bon rappel L'Event-Driven Architecture permet une communication asynchrone entre systèmes via des événements publiés et consommés, évitant le couplage direct Les bénéfices de l'EDA incluent la scalabilité indépendante des composants, la résilience face aux pannes et l'ajout facile de nouveaux cas d'usage Le pattern API-First associé à un API Gateway centralise la sécurité, le routage et l'observabilité des APIs avec un catalogue unifié Le Backend for Frontend crée des APIs spécifiques par canal (mobile, web, partenaires) pour optimiser l'expérience utilisateur CQRS sépare les modèles de lecture et d'écriture avec des bases optimisées distinctes, tandis que l'Event Sourcing stocke tous les événements plutôt que l'état actuel Le Saga Pattern gère les transactions distribuées via orchestration centralisée ou chorégraphie événementielle pour coordonner plusieurs microservices Les pièges courants incluent l'explosion d'événements granulaires, la complexité du debugging distribué, et la mauvaise gestion de la cohérence finale Les technologies phares sont Kafka pour l'event streaming, Kong pour l'API Gateway, EventStoreDB pour l'Event Sourcing et Temporal pour les Sagas Ces patterns nécessitent une maturité technique et ne sont pas adaptés aux applications CRUD simples ou aux équipes junior Patterns d'architecture 2026 : du hype à la réalité terrain part. 2 - https://blog.ippon.fr/2026/02/04/patterns-darchitecture-2026-part-2/ Deuxième partie d'un guide pratique sur les patterns d'architecture logicielle et système éprouvés pour moderniser et structurer les applications en 2026 Strangler Fig permet de migrer progressivement un système legacy en l'enveloppant petit à petit plutôt que de tout réécrire d'un coup (70% d'échec pour les big bang) Anti-Corruption Layer protège votre nouveau domaine métier des modèles externes et legacy en créant une couche de traduction entre les systèmes Service Mesh gère automatiquement la communication inter-services dans les architectures microservices (sécurité mTLS, observabilité, résilience) Architecture Hexagonale sépare le coeur métier des détails techniques via des ports et adaptateurs pour améliorer la testabilité et l'évolutivité Chaque pattern est illustré par un cas client concret avec résultats mesurables et liste des pièges à éviter lors de l'implémentation Les technologies 2026 mentionnées incluent Istio, Linkerd pour service mesh, LaunchDarkly pour feature flags, NGINX et Kong pour API gateway Tableau comparatif final aide à choisir le bon pattern selon la complexité, le scope et le use case spécifique du projet L'article insiste sur une approche pragmatique : ne pas utiliser un pattern juste parce qu'il est moderne mais parce qu'il résout un problème réel Pour les systèmes simples type CRUD ou avec peu de services, ces patterns peuvent introduire une complexité inutile qu'il faut savoir éviter Méthodologies Le rêve récurrent de remplacer voire supprimer les développeurs https://www.caimito.net/en/blog/2025/12/07/the-recurring-dream-of-replacing-developers.html Depuis 1969, chaque décennie voit une tentative de réduire le besoin de développeurs (de COBOL, UML, visual builders… à IA). Motivation : frustration des dirigeants face aux délais et coûts de développement. La complexité logicielle est intrinsèque et intellectuelle, non pas une question d'outils. Chaque vague technologique apporte de la valeur mais ne supprime pas l'expertise humaine. L'IA assiste les développeurs, améliore l'efficacité, mais ne remplace ni le jugement ni la gestion de la complexité. La demande de logiciels excède l'offre car la contrainte majeure est la réflexion nécessaire pour gérer cette complexité. Pour les dirigeants : les outils rendent-ils nos développeurs plus efficaces sur les problèmes complexes et réduisent-ils les tâches répétitives ? Le "rêve" de remplacer les développeurs, irréalisable, est un moteur d'innovation créant des outils précieux. Comment creuser des sujets à l'ère de l'IA générative. Quid du partage et la curation de ces recherches ? https://glaforge.dev/posts/2026/02/04/researching-topics-in-the-age-of-ai-rock-solid-webhooks-case-study/ Recherche initiale de l'auteur sur les webhooks en 2019, processus long et manuel. L'IA (Deep Research, Gemini, NotebookLM) facilite désormais la recherche approfondie, l'exploration de sujets et le partage des résultats. L'IA a identifié et validé des pratiques clés pour des déploiements de webhooks résilients, en grande partie les mêmes que celles trouvées précédemment par l'auteur. Génération d'artefacts par l'IA : rapport détaillé, résumé concis, illustration sketchnote, et même une présentation (slide deck). Guillaume s'interroge sur le partage public de ces rapports de recherche générés par l'IA, tout en souhaitant éviter le "AI Slop". Loi, société et organisation Le logiciel menacé par le vibe coding https://www.techbuzz.ai/articles/we-built-a-monday-com-clone-in-under-an-hour-with-ai Deux journalistes de CNBC sans expérience de code ont créé un clone fonctionnel de Monday.com en moins de 60 minutes pour 5 à 15 dollars. L'expérience valide les craintes des investisseurs qui ont provoqué une baisse de 30% des actions des entreprises SaaS. L'IA a non seulement reproduit les fonctionnalités de base mais a aussi recherché Monday.com de manière autonome pour identifier et recréer ses fonctionnalités clés. Cette technique appelée "vibe-coding" permet aux non-développeurs de construire des applications via des instructions en anglais courant. Les entreprises les plus vulnérables sont celles offrant des outils "qui se posent sur le travail" comme Atlassian, Adobe, HubSpot, Zendesk et Smartsheet. Les entreprises de cybersécurité comme CrowdStrike et Palo Alto sont considérées plus protégées grâce aux effets de réseau et aux barrières réglementaires. Les systèmes d'enregistrement comme Salesforce restent plus difficiles à répliquer en raison de leur profondeur d'intégration et de données d'entreprise. Le coût de 5 à 15 dollars par construction permet aux entreprises de prototyper plusieurs solutions personnalisées pour moins cher qu'une seule licence Monday.com. L'expérience soulève des questions sur la pérennité du marché de 5 milliards de dollars des outils de gestion de projet face à l'IA générative. Conférences En complément de l'agenda des conférences de Aurélie Vache, il y a également le site https://javaconferences.org/ (fait par Brian Vermeer) avec toutes les conférences Java à venir ! La liste des conférences provenant de Developers Conferences Agenda/List par Aurélie Vache et contributeurs : 12-13 février 2026 : Touraine Tech #26 - Tours (France) 12-13 février 2026 : World Artificial Intelligence Cannes Festival - Cannes (France) 19 février 2026 : ObservabilityCON on the Road - Paris (France) 6 mars 2026 : WordCamp Nice 2026 - Nice (France) 18 mars 2026 : Jupyter Workshops: AI in Jupyter: Building Extensible AI Capabilities for Interactive Computing - Saint-Maur-des-Fossés (France) 18-19 mars 2026 : Agile Niort 2026 - Niort (France) 20 mars 2026 : Atlantique Day 2026 - Nantes (France) 26 mars 2026 : Data Days Lille - Lille (France) 26-27 mars 2026 : SymfonyLive Paris 2026 - Paris (France) 26-27 mars 2026 : REACT PARIS - Paris (France) 27-29 mars 2026 : Shift - Nantes (France) 31 mars 2026 : ParisTestConf - Paris (France) 31 mars 2026-1 avril 2026 : FlowCon France 2026 - Paris (France) 1 avril 2026 : AWS Summit Paris - Paris (France) 2 avril 2026 : Pragma Cannes 2026 - Cannes (France) 2-3 avril 2026 : Xen Spring Meetup 2026 - Grenoble (France) 7 avril 2026 : PyTorch Conference Europe - Paris (France) 9-10 avril 2026 : Android Makers by droidcon 2026 - Paris (France) 9-11 avril 2026 : Drupalcamp Grenoble 2026 - Grenoble (France) 16-17 avril 2026 : MiXiT 2026 - Lyon (France) 17-18 avril 2026 : Faiseuses du Web 5 - Dinan (France) 22-24 avril 2026 : Devoxx France 2026 - Paris (France) 23-25 avril 2026 : Devoxx Greece - Athens (Greece) 6-7 mai 2026 : Devoxx UK 2026 - London (UK) 12 mai 2026 : Lead Innovation Day - Leadership Edition - Paris (France) 19 mai 2026 : La Product Conf Paris 2026 - Paris (France) 21-22 mai 2026 : Flupa UX Days 2026 - Paris (France) 22 mai 2026 : AFUP Day 2026 Lille - Lille (France) 22 mai 2026 : AFUP Day 2026 Paris - Paris (France) 22 mai 2026 : AFUP Day 2026 Bordeaux - Bordeaux (France) 22 mai 2026 : AFUP Day 2026 Lyon - Lyon (France) 28 mai 2026 : DevCon 27 : I.A. & Vibe Coding - Paris (France) 28 mai 2026 : Cloud Toulouse 2026 - Toulouse (France) 29 mai 2026 : NG Baguette Conf 2026 - Paris (France) 29 mai 2026 : Agile Tour Strasbourg 2026 - Strasbourg (France) 2-3 juin 2026 : Agile Tour Rennes 2026 - Rennes (France) 2-3 juin 2026 : OW2Con - Paris-Châtillon (France) 3 juin 2026 : IA–NA - La Rochelle (France) 5 juin 2026 : TechReady - Nantes (France) 5 juin 2026 : Fork it! - Rouen - Rouen (France) 6 juin 2026 : Polycloud - Montpellier (France) 9 juin 2026 : JFTL - Montrouge (France) 9 juin 2026 : C: - Caen (France) 11-12 juin 2026 : DevQuest Niort - Niort (France) 11-12 juin 2026 : DevLille 2026 - Lille (France) 12 juin 2026 : Tech F'Est 2026 - Nancy (France) 16 juin 2026 : Mobilis In Mobile 2026 - Nantes (France) 17-19 juin 2026 : Devoxx Poland - Krakow (Poland) 17-20 juin 2026 : VivaTech - Paris (France) 18 juin 2026 : Tech'Work - Lyon (France) 22-26 juin 2026 : Galaxy Community Conference - Clermont-Ferrand (France) 24-25 juin 2026 : Agi'Lille 2026 - Lille (France) 24-26 juin 2026 : BreizhCamp 2026 - Rennes (France) 2 juillet 2026 : Azur Tech Summer 2026 - Valbonne (France) 2-3 juillet 2026 : Sunny Tech - Montpellier (France) 3 juillet 2026 : Agile Lyon 2026 - Lyon (France) 6-8 juillet 2026 : Riviera Dev - Sophia Antipolis (France) 2 août 2026 : 4th Tech Summit on Artificial Intelligence & Robotics - Paris (France) 20-22 août 2026 : 4th Tech Summit on AI & Robotics - Paris (France) & Online 4 septembre 2026 : JUG Summer Camp 2026 - La Rochelle (France) 17-18 septembre 2026 : API Platform Conference 2026 - Lille (France) 24 septembre 2026 : PlatformCon Live Day Paris 2026 - Paris (France) 1 octobre 2026 : WAX 2026 - Marseille (France) 1-2 octobre 2026 : Volcamp - Clermont-Ferrand (France) 5-9 octobre 2026 : Devoxx Belgium - Antwerp (Belgium) Nous contacter Pour réagir à cet épisode, venez discuter sur le groupe Google https://groups.google.com/group/lescastcodeurs Contactez-nous via X/twitter https://twitter.com/lescastcodeurs ou Bluesky https://bsky.app/profile/lescastcodeurs.com Faire un crowdcast ou une crowdquestion Soutenez Les Cast Codeurs sur Patreon https://www.patreon.com/LesCastCodeurs Tous les épisodes et toutes les infos sur https://lescastcodeurs.com/

Nio erfarna skidåkare försvinner spårlöst i Uralbergen vintern 1959, och det som hittas på bergssluttningen blir starten på ett av historiens mest omtalade mysterier. Varför övergav alla nio tältet i bara underkläder och hur fick vissa i gruppen så märkliga kroppsskador?Avsnittet finns reklamfritt på Patreon!Mer material finns på vår Instagram Konspirationsteorier och Facebook-grupp Konspirationsteorier - EftersnackLyssna på vår nya true crime-podd Blodspår redan nu!Apple PodcasterSpotifyPodplayPodmePodbeanAmazon MusicCastboxKontakt:Viviann LeAida EngvallPatreon: https://www.patreon.com/KonspirationsteorierYoutube: https://www.youtube.com/watch?v=nBWwpY9_3Dc&t=1sInstagram: https://www.instagram.com/konspirationsteorier/ Konspirationsteorier - Eftersnack: https://m.facebook.com/groups/konspirationsteorierpodcast/ Facebook: https://m.facebook.com/konspirationsteorier/ Källor: https://docs.google.com/spreadsheets/d/1SZ1ovvNZXqqgf7md7NUJTZMIfDBSTeC4Ef857_dUIFc/edit?usp=sharing Hosted on Acast. See acast.com/privacy for more information.

Det blir en Melodikryssning med romantiska förtecken med Anna Charlotta Gunnarson. Nio tjusiga kaffebrickor och ett härligt badlakan står på spel! Lyssna på alla avsnitt i Sveriges Radios app. I Melodikrysset gäller det att vara musikdetektiv!Du svarar på olika frågor om musik och artister. Fyll i kryssplanen så är du med och tävlar om fina priser med melodikryssetmotiv.Var med och tävlaFör att din lösning ska räknas måste du skicka in krysset antingen via appen Sveriges Radio, per post eller på vår sajt enligt anvisningar. Senast onsdag vill vi ha ditt svar för att du ska komma med i dragningen.Du har lika stor chans att vinna oavsett hur du skickar in din krysslösning. Vill du läsa mer om hur det går till kan du klicka dig vidare via länkarna här nedanför.Skicka in din lösning med postMelodikrysset 7Sveriges Radio P4 109 12 StockholmOBS! Du kan INTE mejla in ditt svar, vare sig med länkar eller bilder.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über über KI-Panik in der Logistik-Branche, Sensationszahlen für Arista Networks und Silberstreif für Coinbase. Außerdem geht es um CBRE, C.H. Robinson, Expeditors, DSV, Kühne & Nagel, Algorhythm Holdings, Microsoft, Alphabet, Amazon, Cisco, Apple, Lenovo, Applied Materials, Pinterest, Draftkings, Fastly, Heidelberg Materials, Holcim, Deutsche Telekom, T-Mobile US, Mercedes-Benz, Uber, Tesla, BYD, Nio, Xiaomi, Hermes, LVMH und NXP. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Nioåriga Chance är livrädd. Släktingar till henne säger att hon är besatt av en häxa och de gör vad de kan för att driva ut den. Lyssna på alla avsnitt i Sveriges Radios app. De säger att hon blev smittad av häxkraften när hon åt en banan på en marknad i sitt hemland. Efter det blir hennes liv till ett helvete. Chance blir isolerad och illa behandlad. Hon kommer till skolan, i en stad i Västsverige, i kläder som är för stora, trasiga och smutsiga. På huvudet har hon en peruk som luktar illa. Men socialtjänsten känner inte till att hon bär på en hemlighet. Hon blir slagen och hotad.Flera fall av andeutdrivning i SverigeChance blir tvångsomhändertagen för att inte fara illa och hamnar till slut i ett familjehem där hon känner sig trygg. Men hon är inte ensam om att bli anklagad för häxeri. När hon efter flera år gör en polisanmälan får utredaren Michaela Larsson strax in ett snarlikt fall där bakgrund och motiv är desamma. De läser på om fall som ligger längre tillbaka i tiden, där bakgrunden är densamma: en folktro som kallas kindoki, en tro på en ond kraft som barn kan smittas av och som kan få dem att bringa olycka över andra.P3 Dokumentär hittar närmare 60 fall inom olika religiösa samfund där barn tvångsomhändertagits i Sverige mellan 2013 och 2025 enligt LVU, Lagen med särskilda bestämmelser om vård av unga, där religiösa föreställningar om demoner och besatthet nämns som en del av problematiken Det handlar bland annat om barn som utsätts för andeutdrivning eller andra religiösa ritualer. I ungefär en fjärdedel av fallen står det att barnen anses vara häxor.Chances släktingar döms mot sitt nekande till fängelse för bland annat grov misshandel respektive olaga hot.- Jag var alltid rädd. Så det var alltid det jag tänkte på, att en dag kommer de här människorna att döda mig eller skada mig riktigt illa, säger Chance.Medverkande:Chance, blev som barn anklagad för att vara en häxa och utsatt för exorcism.Josef, doktor i teologi och pastor som studerat fenomenet kindoki.Marie-Noëlle, Chances lärare i årskurs 3.Lars-Olof ”Lalle” Larsson, Chances familjehemspappa.Ann-Marie Larsson, Chances familjehemsmamma.Michaela Larsson, utredare hos polisen som höll i förhören med Chance och den andra flickan.Cecilia Hadding, forskare och läkare inom psykiatrin. En dokumentär av: Matilda Skarehag.Producent: Ida Lundqvist.Dokumentären är producerad 2026.Behöver du prata med någon så finns det hjälp att få:SjälvmordslinjenRing eller chatta dygnet runt. Tel: 90101BRIS Barnens rätt i samhälletBarnens telefon 116 111Vuxnas telefon om barn 077-150 50 50Chatta dygnet runtJourhavande prästKopplas via telefonnummer 112 alla dagar kl 21-06

- UAW Makes History w/ 1st Contract at Southern Foreign-Owned Plant - GM Preparing for An Economic Downturn - JLR Crippled by Cyber Attack - Volvo Down as EX90 and ES90 Write-Offs Trigger Big Loss - NIO Expects to Post Its 1st Profit Ever - Mercedes, Nissan and VW Forecast Big U.S. Sales Gains - Once Taboo Salvage Titles Now Fair Game - BYD Pushes to Be #1 in Brazil - Changan 1st to Get CATL's Sodium Battery

- UAW Makes History w/ 1st Contract at Southern Foreign-Owned Plant - GM Preparing for An Economic Downturn - JLR Crippled by Cyber Attack - Volvo Down as EX90 and ES90 Write-Offs Trigger Big Loss - NIO Expects to Post Its 1st Profit Ever - Mercedes, Nissan and VW Forecast Big U.S. Sales Gains - Once Taboo Salvage Titles Now Fair Game - BYD Pushes to Be #1 in Brazil - Changan 1st to Get CATL's Sodium Battery

In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla's strategic retreat from cars, China's accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural China EVs & More Awards - the EViesThe episode opens with Tesla's bombshell earnings call: the Model S and Model X are effectively retired, revenues decline for a second straight year, yet the stock rallies on promises of robotaxis, robotics, and AI abundance. Tu and Lei explain why Wall Street is betting on a future Tesla that is no longer a car company—and why China's crowded robotaxi and robotics markets make that future far less certain than investors believe.They contrast Tesla's promises with reality on the ground in China, where BYD, NIO, XPeng, Huawei, Geely, and Xiaomi are rapidly upgrading ADAS, launching new models, and redefining value. The discussion highlights how Western media is only now “discovering” vehicles like the Xiaomi SU7 and YU7, despite Chinese OEMs offering Model 3/Y-level features at half the price.The second half of the episode introduces the China EVs & More Awards, recognizing the companies, products, and people that defined the year—while exposing who fell behind. From Zombie Company of the Year to EV of the Year, the awards spark debate around survival, execution, and scale in the world's most competitive auto market.The episode closes with a sober look at automation, delivery, labor displacement, and UBI, asking whether autonomy will ultimately create abundance—or social shock—across global mobility systems.Insightful, provocative, and data-driven, this episode explains why China EV Inc. is no longer the future—it's the present.___

Big Pharma goes global, precious metals go vertical - then crash, and Wall Street braces for a new Fed era. Market View tracks AstraZeneca’s New York debut and what it signals about the race between the US and China for drug innovation. Gold and silver suffer their worst rout in decades after news of Kevin Warsh as Donald Trump’s pick for Fed chair. US stocks wobble as investors reassess rate-cut risks and a packed earnings week led by Disney, Amazon and Alphabet. Back home, Singapore’s STI holds the 4,900 line with United Overseas Land, ST Engineering and Wilmar in focus. All that and more, hosted by Michelle Martin with Ryan Huang. Hear about : AstraZeneca, Nio, Sony, UOB, Amgen, Merck, Pfizer, Palantir, Disney, Alphabet, Uber, Amazon, ST Engineering, Wilmar InternationalSee omnystudio.com/listener for privacy information.

While he waits for a better entry point in some stocks he really likes, Jim believes we're getting closer to a good opportunity. He's especially looking to add more consumer stocks after gaining 30% on Chipotle and making a quick 12% on Starbucks. He sold Starbucks after it moved above $100, but Chipotle (CMG) remains in his portfolio. With Starbucks now back below $100, Jim hopes to re-enter—just as he'd like to re-enter Tesla, which he previously sold at $458. And it's not only those names: he also sees potential in several other stocks featured in this week's “Trading Tips With Jim.”Finally, NIO appears to be moving again, and strong gains can come quickly. It's the pick for the $1,000 challenge and also a holding in his private portfolio.

NIO ES8 crushing it + Chinese robotaxi army takes Abu Dhabi. Both matter for NIO bulls.ES8 MOMENTUM:Approaching 60,000 deliveries:50K hit Jan 18Adding 10K every 2 weeksDec: 22,258 units (46% of NIO's 48,135 total)The Win:406,800 yuan ($58,500) starting priceChina's best-selling large SUV (December)Top vehicle above 400K yuan priceTrajectory: 2.8K → 6.7K → 10.7K → 22.3K (Sep-Dec)Wait times: 26 weeks → 11-12 weeks (production ramping)Revenue Impact: 22K monthly x 406K yuan = $1.2B+ annual run rate ONE MODEL.Proves NIO can build premium volume winners. If replicated across lineup = path to 600-700K.ABU DHABI ROBOTAXI TAKEOVER:Commercial Operations Now:WeRide: Uber-integrated, fully driverless, 15-21 trips/day, Q1 2026 profitability targetBaidu Apollo: Full driverless, 200km+ daily, commercial licenseDiDi: L4 trucks for logisticsXPeng HT: Flying car demosWhy It Works:89% foreign workers = zero labor resistanceCrown Prince chairs autonomous committee = regulatory speed200 vehicles = breakeven (vs 1,000+ China)NIO CONNECTION:Crown Prince's L'imad fund owns 17.9% NIO stakeAbu Dhabi building smart mobility hub, Chinese companies coreNIO battery swap + MENA JV already operatingStrategy: Abu Dhabi as gateway to 400M+ MENA regionNot Just Investment - Geopolitical Partnership:WeRide/Baidu proving commercial models work. NIO positioned as premium EV centerpiece of ecosystem. Expansion potential across Gulf states with nation-state backing.Reality: NIO benefits from ecosystem but not leading robotaxi operations. Battery swap + premium vehicles = different play. Must still execute on car sales.BOTTOM LINE:ES8 = execution proof. Abu Dhabi = strategic optionality. But neither saves company if can't hit 600-700K profitably.Watch Jan deliveries (Feb 1). ES8 holding 20K+ despite seasonal dip = bullish. Significant drop = December was push.Tools exist. Path visible. Now execute on cars.COURTSIDE FINANCIAL - Hosted by Obi

NIO ships to 460K vehicles, Li Auto goes all-in on robots, memory crisis hits everyone. This is execution vs vision vs reality.NIO NWM UPDATE (460K+ VEHICLES):Major "human-like" driving update using closed-loop reinforcement learningLearns from REAL human driving, not just expertsBattery swap navigation: industry-first piloted driving to 2,000+ stationsShenji in-house chips (no NVIDIA delays)EXECUTION AT SCALE despite sales strugglesLI AUTO ROBOT PIVOT (LEAKED INTERNAL MEETING):Jan 26 all-hands: Li Xiang announces humanoid robot pushKey Points:2026 = last year to become top AI companyOnly 3 global companies will master foundation models + chips + OS + embodied intelligenceLi Auto will be oneRestructuring: cars + robots = "hardware ontology team"Aggressive hiring: "bring back employees who left for robot startups"Multiple robot R&D roles postedContext: Sales 500K (2024) → 400K (2025), -20%. Pure EV struggling. Is this genius or desperation?MEMORY CHIP CRISIS (AFFECTS ALL):DDR4/DDR5 prices +40-70%, adding 1,000-2,000 yuan per vehicleStats:Li Auto:

In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers—from Silicon Valley to China and Europe.  The conversation opens with a surge of AV and robotaxi news: Tesla removing safety drivers in Austin, shifting FSD to a subscription model, and signaling potential approval in China and Europe; Waymo expanding into Miami; DiDi launching a new robotaxi platform in China; and large-scale robo-van ambitions from Mobileye–Volkswagen and Geely's Caocao Mobility. Together, these moves signal that autonomy is no longer experimental—it's scaling.Tu frames autonomy through four lenses: technology readiness, silicon and cloud stacks, regulatory approval, and societal impact, including job displacement and cost reduction through scale. While Tesla remains the benchmark, Chinese players like XPeng, Huawei, and Baidu are rapidly closing the gap—supported by a more permissive regulatory environment in China.The episode then pivots to a blunt assessment of the premium auto sector. Porsche's collapse to ~42,000 units in China, deep price cuts from BMW and Mercedes, and the stark comparison between Porsche's Macan EV and Xiaomi's YU7 highlight how “premium” is being redefined by software, features, and price—not heritage.Tu and Lei argue that the high-margin glory days for German luxury brands are over, not just in China but globally, as Chinese OEMs demonstrate faster iteration, lower costs, and mass-market appeal—especially to younger and female buyers. The discussion closes with battery swapping (BAAS), cold-weather EV realities, and whether Chinese automakers could realistically build trust and scale in North America.Strategic, candid, and forward-looking, this episode explains why autonomy and affordability—not badges—will define the next era of the auto industry.___

Watts In The News Ep 4 breaks down the biggest electric vehicle stories shaping the EV industry right now. This week, Canada makes headlines by welcoming Chinese electric vehicles into the country, potentially opening the door for brands like BYD, NIO, and Zeekr and shaking up the North American EV market. What does this mean for tariffs, affordability, domestic automakers, and the future of EV competition in Canada and beyond?We also dive into Tesla's major move to eliminate the one-time purchase of Full Self-Driving, shifting FSD to a subscription-only model and what that means for current owners, future buyers, and the long-term strategy behind Tesla autonomy. Plus, Rivian R2 manufacturing validation builds have been spotted, signaling real progress toward Rivian's next affordable electric SUV and a critical milestone ahead of production.From global trade shifts to autonomy software and next-gen EVs, this episode delivers fast, no-nonsense EV news you need to know.

Chinese EVs just entered their mature dominance phase. Three stories prove it:NIO'S ABU DHABI UPGRADEL'imad Holding now owns CYVN's 17.9% NIO stake. Board chairman? Sheikh Khaled—Crown Prince of Abu Dhabi, UAE ruler. This isn't investment reshuffling—it's elevation to SOVEREIGN STRATEGIC ASSET. L'imad also owns McLaren. NIO supplying McLaren batteries (4680 cells). Abu Dhabi opened first MENA swap station Feb 2025. Royal family personally overseeing = not risky bet, STRATEGIC INFRASTRUCTURE.THE FEATURE PURGE = MATURITYLi Auto, XPeng, Zeekr CUTTING features. Zeekr killed 1,000km range. Li Auto L6: zero air suspension. XPeng G6: dropped lidar, switched to LFP—sales UP 60% to 65K units. Why? Consumers don't need gimmicks. Core value at right price wins. Survival mode = pile everything. Dominance mode = disciplined optimization.WEST OPENS DOORS (BECAUSE THEY MUST)Germany: €3B EV subsidy through 2029, 800K vehicles, CHINESE BRANDS INCLUDED. German EVs too expensive, sales crashed 27%. They NEED Chinese affordability.Canada: Tariffs 106% → 6.1% (90% DROP). Quota: 49K Y1 → 70K Y5, 50%+ under $35K. Planning Chinese co-production. Why? Zero domestic EV capacity, but 2026 target 20% NEV penetration. Plus Trump threatening their exports.KEY STATS:China 2025 exports: 7.1M vehicles (+21%), $142.4BXPeng G6: +60% YoY AFTER cutting featuresGerman Chinese brands: BYD +700%, Leapmotor +3,990%NIO: 17.9% owned by Crown Prince fundWHO WINS:Canada: Tesla short-term (80%), BYD/Chery/Leapmotor long-termGermany: MG, BYD, Leapmotor accelerate with subsidiesTHE THESIS:Scrappy startup phase OVER. Mature global power phase BEGUN. Feature wars done. Price wars maturing to value wars. Markets opening by necessity not choice.For NIO: Sovereign Crown Prince oversight = ultimate validation.2026 is efficient dominance year.COURTSIDE FINANCIAL - Hosted by Obi

Why can't Mercedes, BMW, and Audi just walk away from China like Ford and Hyundai did? Because they're TRAPPED—and understanding why reveals everything about the power shift happening in automotive. This is CRITICAL context for NIO investors.Yesterday we covered the German luxury collapse. Today we answer the question everyone's asking: If China is beating them up this badly, why don't BBA just leave?The answer is shocking. And if you're bullish on Chinese EVs, this is the most important video you'll watch this week.

The German luxury collapse in China is HERE. Mercedes and BMW just forecasted 2026 sales under 500K units—the EXACT numbers they had in 2016. A full decade of zero growth while NIO, XPeng, and Chinese EV brands set 500K+ targets.WHAT WE COVER:→ Mercedes & BMW's decade-long retreat to 2016 sales levels→ Porsche's catastrophic 56% decline (95,700 → 41,900 units)→ Price cuts of $14,000+ that still couldn't save sales→ Chinese EV brands targeting 500K-600K for 2026→ NEV penetration: 80.9% for Chinese brands vs 39.1% for luxury→ Why German comeback plans might be too lateThis is the structural shift every NIO bull needs to understand. Chinese EVs aren't just competing—they're dominating in the premium segment while legacy luxury brands retreat.KEY NUMBERS:Mercedes 2025: 551,900 units (-19%)BMW 2025: 625,500 units (-12.5%)Porsche 2025: 41,900 units (-26%, down 56% from 2021)China market: 24.065M units (near record high)As a NIO investor who stays objective, I break down what this power shift means for Chinese EV stocks and why 2026 could be the year Chinese brands cement premium dominance.Required listening for NIO, XPeng, Li Auto investors and anyone tracking the EV transition.COURTSIDE FINANCIAL - Where Business Meets the BaselineHosted by Obi

In deze aflevering hebben we het over de man die nu al de machtigste bankier van de wereld genoemd wordt, maar niet de machtigste man van de financiële markten wil worden. Een baan waar de meeste mensen (in de VS) een moord voor zouden doen. Maar niet Jamie Dimon, over wie dit gaat. Hij wil niet de opvolger worden van Fed-baas Jerome Powell. Powell die overigens nog steeds moet vrezen voor een strafrechtelijk onderzoek. Verder hebben we het over enorme deals. Over de handelsdeal tussen Taiwan en de VS. Taiwan gaat maar liefst 250 miljard dollar investeren. Een deal die mogelijk ook de toekomst van het land kan redden. Taiwan vreest namelijk nog steeds voor een invasie van China. Over China gesproken: dat sluit een handelsdeal met Canada. Ben je al klaar met deals? Jammer dan, want we hebben het ook nog even over de miljardendeal die Netflix sluit. Geen overname dit keer, maar een dealtje met Sony. Waardoor je binnenkort nog meer films kan gaan streamen. Verder deze aflevering: Amerikaanse banken verdienen gigantisch veel aan het onzekere beleid van Trump Paramount lobbyt in Europa voor de overname van Warner Bros. Autobouwers moeten stoppen met hun prijzenoorlog, zegt de toezichthouder De hoogte- en dieptepunt uit ruim 40 jaar AEX-handel Te gast: Nico Inberg, van De AandeelhouderSee omnystudio.com/listener for privacy information.

The Chinese EV industry is facing a transformation crisis that goes far beyond any single company. In 2025, automotive executives changed positions every two days on average. Between October and December alone, 327 high-level positions changed hands. This isn't normal industry turnover—this is a sector under unprecedented pressure.Today I'm stepping back from my recent NIO-specific criticism to show you the bigger picture. Because what's happening to NIO isn't unique. The entire Chinese automotive industry is hemorrhaging talent, shrinking profit margins, and scrambling to find second growth curves before the ground game becomes unsustainable.According to Zhaopin's 2025 robotics industry report, job postings in robotics grew 6% in early 2025, but job applications grew 32%—a 5-to-1 ratio showing massive talent flight from other industries. For humanoid robotics specifically, the numbers are staggering: job postings up 409% year-over-year, applications up 396%. Where are these people coming from? The automotive industry.One former automaker employee said working at a car company for two years feels like four years anywhere else. Mandatory Saturday overtime and questionable Sunday rest have become the norm. But it's not just about work-life balance—it's about economics. According to China Passenger Car Association data, the auto industry's sales profit margin hit 3.9% in October 2025, a five-year low. For the first ten months of 2025, the industry averaged just 4.4% margins. That's barely above break-even when factoring in R&D costs.Meanwhile, XPeng just made a major move that signals where this industry is heading. On January 12th, Bloomberg reported that XPeng Huitian, their flying car division, hired JP Morgan and Morgan Stanley to prepare for a Hong Kong IPO this year. This comes just two months after their first mass-produced flying car rolled off the assembly line in November 2025.Why rush to IPO before even securing final airworthiness certification from China's Civil Aviation Administration? Because the ground game is brutal, and companies need capital to fund their second growth curves. Morgan Stanley predicts explosive growth in the flying car industry over the next 20 years. Chinese research estimates the global eVTOL market will reach 9.5 billion yuan by 2026 and potentially exceed a trillion yuan by 2030.But here's what makes XPeng's strategy different from NIO's approach: they're spinning out the flying car division as a separate entity with separate management, capital structure, and timeline. This is smarter than trying to run multiple disparate businesses under one corporate umbrella—which is exactly what I criticized NIO for doing with phones, wine, fashion, and robotics initiatives.However, this also reveals how desperate the situation has become. If you're a major EV company and you're not actively developing a second revenue stream, your survival odds for the next five years are questionable.So where does NIO fit into all this? They're actually executing a similar playbook with their three-brand strategy: NIO for premium, Onvo for mass market, Firefly for urban compact. They're scaling battery swap infrastructure to over 3,600 stations. They're expanding into lower-tier cities with 210 new multi-brand stores. They're focusing Phase 3 on operational efficiency rather than scattered side projects.The question isn't whether NIO is doing the right things—it's whether they're executing fast enough in an industry where everyone is under pressure. This isn't a NIO problem. BYD's margins are shrinking. XPeng is betting on flying cars. Li Auto missed pure EV targets. Xiaomi faces quality issues after rapid scaling. This is an industry-wide transformation.

Apple spent a decade and billions of dollars trying to build an electric vehicle. In February 2024, they canceled the project and walked away. Meanwhile, Xiaomi launched their first EV in March 2024 and delivered over 410,000 units by the end of 2025 - accomplishing in two years what took NIO over a decade to achieve.This isn't about hating on NIO. I'm a NIO investor. But after my last video comparing Xiaomi's execution to NIO's, the comment section exploded with people saying I don't understand what Xiaomi is, that the comparison isn't fair, and that I'm spreading FUD. So let's address all of that with facts.First, I've had Xiaomi products in my house for decades. The Xiaomi TV I bought in college is still my bedroom TV today. I know exactly who Xiaomi is and what they bring to the table. But here's what matters more: what Xiaomi accomplished in the EV space is so difficult that Apple - with infinite resources, the best supply chain in the world, and some of the brightest engineers on the planet - looked at this market and said "we're out."That should tell you everything you need to know about how hard building and scaling an EV company actually is.My issue with NIO has never been about their potential. It's about focus. While Xiaomi was laser-focused on making great electric vehicles, NIO was doing everything BUT focusing on core vehicle production and sales. Let me show you the receipts.In December 2023, NIO planned to spin off its battery production unit. In January 2024, their phone division head left after NIO launched the NIO Phone. In April 2024, they were discussing using humanoid robots in their factories. In October 2021, they acquired an exclusive vineyard in France. In April 2022, they filed wine-related trademarks. In September 2021, their fashion brand Blue Sky Lab debuted at Shanghai Fashion Week.Phones. Wine. Fashion. Humanoid robots. Battery manufacturing spin-offs.These aren't rumors. These are documented initiatives from NIO's official announcements and press coverage.And it's not just side projects. Remember GAC NIO? The joint venture that was supposed to launch a new brand? It failed. Quietly. They tried to brush it under the rug. Another distraction that didn't pan out.Now here's what's frustrating about the pushback I'm getting. People are mad at ME for saying NIO lost focus. But William Li literally said the same thing at his January 6th media briefing. His exact words: "We got a little carried away in our second cycle, doing a bit too many miscellaneous things."The CEO himself admitted they overextended. He said they're now pausing robotics and android development until they achieve significant market share. He's saying exactly what I've been saying: NIO tried to do too much when the goal was just to sell cars.So when people comment that I'm spreading FUD or that I don't understand the comparison, they're not arguing with me. They're arguing with NIO's own CEO.The Xiaomi comparison matters because it exposes the execution gap. If a company can enter this market and match NIO's delivery numbers in two years - regardless of their advantages - that's a threat to investors like myself. And if Apple, with all their resources, couldn't make EVs work after ten years of trying, that tells you this market is brutally competitive and only the most focused companies will survive.I'm going to keep speaking my mind about this. I don't care about being liked. I care about honest analysis and protecting my investment. If you can't handle objective criticism of a stock you own, this channel isn't for you. But if you want real discussion about what it takes to survive in the most competitive automotive market on Earth, stick around.Everything I mentioned is linked below with sources. Judge for yourself whether NIO's strategy of doing everything at once was the right move, or whether Xiaomi's focus on just making great cars was smarter execution.

Xiaomi just delivered over 50,000 vehicles in December 2025 - outselling NIO after being in the car business for less than two years. Meanwhile, NIO has been operating for over a decade and just hit 48,000 monthly deliveries. William Li called his own company "weak" despite delivering 326,000 cars in 2025, and when you look at what Xiaomi accomplished, you can see exactly why.This is the consolidation phase Li Bin warned us about, and the execution gap between these companies is becoming impossible to ignore. Xiaomi went from zero to 410,000 annual deliveries in under two years with just TWO models. NIO's projecting 456,000 to 489,000 deliveries in 2026 - year twelve of operations. That's only a 10-19% difference between a startup car company and a decade-old premium EV maker.The Chinese EV market data from December reveals the brutal reality of Phase 3. Of fifteen automakers that reported sales, only FIVE maintained both year-over-year and month-over-month growth. Average sales dropped to 94,000 units after two months above 100,000. The top tier - BYD, Geely, SAIC, Chery - all saw month-over-month declines.But the third tier is where things get interesting. Companies like Huawei's HarmonyOS system, Xiaomi, NIO, and BAIC all hit record highs. HarmonyOS delivered 89,611 units. Xiaomi crossed 50,000. NIO hit 48,135. The third tier is raising the floor, and in Q4, not a single one of those automakers dropped below 30,000 monthly units.This is exactly what William Li meant when he said the final stage is a long-distance race with 3-5 percentage point efficiency gaps at every link. If you're not improving faster than the market average, you're falling behind. And the market average is now 40,000+ deliveries per month just to stay relevant.Here's what separates execution from vision. Xiaomi focused on two models, leveraged their existing supply chain and manufacturing expertise, priced aggressively, delivered on time, and scaled fast. NIO admitted they "got carried away doing too many miscellaneous things" in their second cycle. They overextended, lost focus, and burned cash trying to be everything: premium brand, mass market brand, battery swap infrastructure provider, chip developer, and robotics company.Xiaomi said: we're going to make great electric cars. Everything else is secondary. That's the difference between execution and vision. Vision is what you WANT to do. Execution is what you ACTUALLY get done.Now Xiaomi isn't perfect. They dealt with serious public relations crises in 2025 including traffic accidents, the SU7 Ultra horsepower controversy, and safety concerns. This is the risk of rapid scaling - every mistake gets amplified. But they're handling scrutiny while scaling faster than almost anyone in the industry.NIO's Phase 3 strategy is betting everything on operational efficiency. Li Bin is promising 40-50% annual growth, adding 1,000+ battery swap stations in 2026, opening 210 multi-brand stores in lower-tier cities, and pushing Firefly into 40 countries. The strategy is sound, but can they execute at Xiaomi speed?The profitability question looms large. Li Bin is still confident about Q4 2025 non-GAAP profitability, but he's been promising this all year. If NIO misses after a decade in business, that's a credibility hit they can't afford - especially when companies like Xiaomi are proving you can scale fast without burning cash for ten years first.Li Bin predicts at least 10 Chinese automakers will survive long-term, with China selling 35 million cars annually within ten years. But NIO's at 326,000 deliveries and needs to 10X to hit that 3.5 million vision. Xiaomi's at 410,000 and needs to 8.5X. If both maintain current growth rates, Xiaomi reaches 3 million before NIO does.This is make-or-break time for NIO. Not because they're going to die - they have resources to survive. But the gap between surviving and thriving is getting wider, and right now Xiaomi's in the thriving category

Li Bin's playing the long game. "We're weak now, but we're focused, improving efficiency, in the race for the long haul."That's either: A) The right strategy for a company that overextended and needs fundamentals right, OR B) Excuse-making for a company permanently stuck in the middle.Which one depends on Q4 earnings and 2026 execution.Drop a comment - do you believe NIO hits Q4 profitability? Are you buying the third cycle story or waiting for proof?This is Courtside Financial - where we give it to you straight.

Plus: Chinese EV maker NIO will hit the roads in Australia and New Zealand this year. And Samsung Electronics sees operating profit triple amid surging AI demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Saturday night and I felt the itch to record! Welcome to episode 2 of 2026 on Courtside Financial.Today we're diving deep into the battery swapping industry entering what's being called its "golden age" – this is massive infrastructure buildout happening in real-time with NIO, CATL, and others positioning for the future of EV energy replenishment.THE BATTERY SWAPPING GOLDEN AGE:The Chinese pure electric vehicle market is expected to grow 30-40% year-over-year in 2025, with sales projected to hit 19 million units by 2030. Battery swapping is no longer experimental – it's going mainstream.CATL is running two parallel strategies: "Chocolate Battery Swapping" for passenger cars and "Qiji Battery Swapping" for heavy trucks. In 2025, they partnered with NIO to build the world's largest battery swap network, signed deals with GAC, FAW, Changan, BAIC, and Chery to launch 10 new models, and partnered with JD.com to drop a battery-swapping EV at just 49,900 yuan (under $7,000 USD). Their 2026 target: over 2,500 Chocolate stations in 120 cities. By 2030, their heavy truck network will cover 180,000 kilometers.NIO completed battery swap coverage in over 2,300 county-level administrative regions by year-end 2025. As of December 30th, they operated 3,665 battery swap stations – the world's largest high-speed network. Fourth-generation stations rolled out rapidly, and fifth-generation stations launch at scale in Q1 2026. They're transforming from "exclusive to NIO" to "universal across the industry."Aulton New Energy filed to go public in Hong Kong in December 2025, aiming to become the first battery-swapping company listed there. They're the largest independent third-party provider with 521 connected stations and over 160,000 batteries under management.According to Frost & Sullivan, battery-swapping vehicle sales will grow from 269,000 units in 2024 to 1.14 million by 2030 (27.1% CAGR). Swap stations will jump from 4,400 to 24,000 (32.5% CAGR).But challenges remain: standard fragmentation across manufacturers, massive construction and operating costs, and the path to profitability still unclear. Aulton's still losing money. NIO's invested $2.5 billion USD in infrastructure with another $700 million planned over the next decade.Heavy-duty trucks are the breakthrough application – fixed routes, large batteries, continuous operation needs. CATL's dominating this space with aggressive deployment in Shanxi and Shaanxi provinces.THE AIRLINE CLASS WARS:The airline industry is experiencing K-shaped divergence. Delta and United captured nearly ALL U.S. airline profits through the first nine months of 2025. Premium cabins are thriving while budget travel craters.Airlines are expanding lounges, adding first-class seats, launching new international routes. Even Southwest – the egalitarian carrier – ended 50 years of policy by charging for checked bags and introducing assigned seating January 27th.Meanwhile, Spirit Airlines is in its SECOND bankruptcy in less than a year, fighting for survival after a blocked JetBlue acquisition and surging costs.This is a microcosm of the broader economy: wealthier consumers increasing spending share, any economic weakening hitting price-sensitive consumers hardest.THE STRUGGLE STORIES:Virgin Galactic: Down 98% since its 2020 SPAC debut, now at $3.29. They're resuming commercial flights Q4 2026 with their new Delta-class spaceplane after a two-year hiatus. Tickets: $600,000. About 700 people on the waiting list. The technology is cool, but the business model remains unproven.Saks Fifth Avenue: Named a new CEO Friday as they prepare for bankruptcy. They missed a $100+ million debt payment tied to their $2.65 billion Neiman Marcus acquisition. Now sitting on $4.7 billion in debt as luxury discretionary spending weakens.Sprinkles Cupcakes: Closed ALL locations nationwide on New Year's Eve after 20 years. The cupcake craze that peaked in the early 2010s is over.

Happy New Year! Welcome to the first Courtside Financial episode of 2026. Today we're breaking down the December delivery numbers that just dropped across the EV industry, and the story they're telling is fascinating.NIO just hit a massive milestone – their one-millionth vehicle is rolling off the production line in just days. They delivered a record 48,135 vehicles in December, up 55% year-over-year, with their premium brand crushing it at over 31,000 deliveries. The third-generation ES8 is performing exceptionally well. For the full year, NIO delivered 326,028 vehicles, up 47%.But we're keeping it objective. Q4 deliveries came in at 124,807 vehicles, near the upper end of their revised guidance of 120,000-125,000 units. However, that guidance was cut from an original target of 150,000 units due to the Chinese government's sudden cancellation of trade-in subsidies in October. This policy shift affected the entire Chinese EV market, not just NIO.The positive story? Vehicle gross margins hit 14.7% in Q3 and are expected to reach around 18% in Q4, with the ES8 potentially exceeding 20% margins. That's Tesla-level profitability. NIO is also adding over 1,000 battery swap stations in 2026, launching fifth-generation stations in Q2, and expanding Firefly internationally to 40 countries and regions.Tesla's situation is more concerning. They delivered 418,000 vehicles in Q4, down 16% year-over-year and 16% quarter-over-quarter. For the full year, deliveries dropped 8.56% to 1.64 million vehicles. The big headline: BYD overtook Tesla as the global BEV leader for the first time ever, selling 2.26 million pure electric vehicles in 2025, up 28%. Tesla's European registrations were down 28% through November, and China sales declined over 7%.Xpeng delivered 429,445 vehicles for 2025, up 126%, but their Q4 came in at 116,249 units, below their 125,000-132,000 guidance range. The pattern is clear – the entire Chinese EV market was impacted by subsidy cuts and pricing pressure.Then we shift to something unexpected: Bernie Sanders and Ron DeSantis – two politicians who agree on virtually nothing – both came out hard against AI data center expansion. Sanders called for a national moratorium on data center construction. DeSantis said the US doesn't have enough grid capacity for what's being planned.Why does this matter? Residential electricity prices are forecast to rise another 4% in 2026 after increasing 5% in 2025. Rising utility bills were a key factor in Democrat Abigail Spanberger's landslide Virginia gubernatorial victory, and Virginia is the world's largest data center market. The PJM grid serving 65 million people will be six gigawatts short of its reliability requirement by 2027 – that's Philadelphia's entire electricity demand. When Sanders and DeSantis agree, the political winds are shifting fast, and this could significantly slow AI infrastructure development.Finally, we close with a business lesson from an unexpected source. Beyoncé just became a billionaire, joining Taylor Swift, Rihanna, and Jay-Z. Her Cowboy Carter tour grossed $407 million from just 32 concerts – the shortest tour to ever reach $400 million. But here's what matters: the largest chunk of her wealth comes from her music catalog, which she owns completely through Parkwood Entertainment.The lesson? Ownership of core assets drives wealth creation. Beyoncé owns her masters and distribution. NIO owns battery swap infrastructure. Tesla owns the Supercharger network. BYD vertically integrates batteries and semiconductors. Whether it's entertainment, EVs, or technology, the companies and individuals who control their critical infrastructure build defensible, long-term value.This is objective analysis covering wins and challenges. I'm a NIO bull, but that means presenting the full picture – the record deliveries and margin improvements alongside the guidance cuts and macro headwinds.2026 is going to be an incredible year for business and technology coverage..

NIO ended 2025 up 26%, but the journey was wild. XPeng kept over-promising. OpenAI just became too big to fail. And $160 million in Nvidia chips got smuggled to China. This is my 2025 year-end review covering everything that mattered.Thank you for rocking with Courtside Financial all year. Happy New Year! Let me know what content you want to see in 2026.NIO'S 2025 FULL STORYNIO started at $4.55, peaked at $7.89 in October, closed at $5.50 - up 26% for the year.Key moments: February Onvo L60 image sparked 10% jump. March capital raise tanked stock to $3.75, but $4B Hong Kong offering funded growth. April brought Shen Fei as new Onvo president. July-August surge: L60 pre-sales drove 40% gain, third-gen ES8 launch added another 23% spike. September $1B raise initially dropped 9% but rallied 30% as investors recognized growth funding. Stock peaked October 2 at $7.89. November declined 24% as China subsidies ended. December 30 brought 2026 subsidy news, stock closed year at $5.50.Bottom line: NIO executed three-brand strategy, launched Onvo and Firefly, improved margins, raised capital twice. Now faces proving profitability at scale.XPENG'S OVER-PROMISING PROBLEMHe Xiaopeng announced "orders exceeded expectations" five times in 2025 - only MONA M03 delivered. New P7 peaked at 8,104 September units then crashed to 2,882 by November despite 40 units/hour capacity. G7 got 10,000 orders in 9 minutes but sales fell to 2,500-3,500 units while Tesla Model Y averaged 38,000.Service failures: 7,000+ owners complained after $5,000 chip upgrades caused system crashes. XPeng promised nationwide CNGP in 2022 - still only 5 cities despite customers paying $39,000 extra. Trust matters when markets get tough.OPENAI TOO BIG TO FAIL?SoftBank invested $41 billion in OpenAI on December 26, now owns 11%. Microsoft owns 27%. OpenAI valued $300-500 billion, not yet profitable. Committed to $1.4 trillion infrastructure spending. SoftBank sold entire $5.8B Nvidia stake to fund this.The question: Has OpenAI become too big to fail? If it fails, SoftBank, Microsoft, Oracle all hurt. Data centers, Nvidia's growth, entire AI buildout slows. System has to keep OpenAI alive because letting it fail craters too much. That's "too big to fail" - saw it with banks in 2008.OpenAI burns billions, revenue growing but so are costs. If AI hype slows, they have problems. But investors can't let them fail now, will keep funding betting revenue catches up. Risk is real when you build this big, this fast on this much investment.CHIP WARS: $160M SMUGGLING BUSTDOJ unsealed Operation Gatekeeper December 8. October 2024-May 2025: Smugglers moved $160M+ in Nvidia H100/H200 GPUs to China. These chips power AI, same ones OpenAI uses. Export-controlled, can't legally sell to China.How: Fake companies, falsified documents, relabeled chips as "Sandkyan," routed through multiple warehouses. May 28 raid in New Jersey caught three trucks picking up chips. Smugglers used group chat - when police arrived, chat said "dissolve group, delete everyone." Too late.Three arrested, one pleaded guilty facing 10 years. Estimates show 10,000 to hundreds of thousands chips smuggled in 2024.Why China needs them: Building domestic chips but years behind. 60%+ of Chinese AI models still run on Nvidia. Chinese companies pay 2x-5x premium, smugglers risk prison to supply.Trump twist: Same day as bust, Trump posted US would allow H200 exports if government gets 25% cut - exact chips being smuggled. Defense attorneys asked how they're national security threats when President approves export.Reality: Export controls don't work when incentives this strong. Continues until China develops competitive chips (years away), US loosens controls (Trump willing), or AI demand crashes (not happening).

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China's EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China's EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO's long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻

In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry.  With subsidies set to expire in 2026, November marked the real start of China's year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and Li Auto lose momentum and Tesla slips into negative growth territory in China.The hosts explain why Xiaomi's YU7 and SU7 have proven unusually resilient, how XPeng's AI-first strategy is paying off, and why Leapmotor and Geely are now knocking on the million-unit club—a threshold that even legacy premium brands have failed to reach in China.They also tackle the bigger strategic question facing Western automakers: Is it still worth competing in China? Tu and Lei argue that China remains irreplaceable as the world's largest single passenger-vehicle market—and that exporting from China, leveraging local tech partners, and embracing “China-for-China” design is no longer optional.The episode closes with a deep discussion on embodied AI, smart glasses, silicon strategy, and why companies like Xiaomi, XPeng, and Li Auto are no longer just carmakers—but ecosystem builders trying to define the future of mobility.Insightful, data-driven, and grounded in real market dynamics, this episode explains why 2026 may be the most decisive year yet for both Chinese EV leaders and global legacy automakers.___

In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China's EV ecosystem and the rest of the world.  The episode opens with a deep reaction to Rivian's Autonomy AI Day—why it felt like déjà vu for anyone following China's smart-EV space, and how Rivian's announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploying. The hosts debate whether Rivian's approach represents real leadership or simply entry into the top tier.From there, the conversation expands to L4 autonomy momentum: WeRide launching passenger rides with Uber in Dubai, Mercedes partnering with Momenta in Abu Dhabi, and Waymo accelerating multi-city deployments while publishing safety data others still keep opaque.Tu and Lei also tackle the LiDAR vs. vision debate, Volkswagen's unusual dual bet on Rivian (US) and XPeng (China), and why silicon strategy—not just batteries—will decide winners. The discussion closes with affordability: why 300-mile EVs under $40K are existential for Western OEMs, and why China's cost structure makes that challenge unavoidable heading into 2026.Candid, comparative, and forward-looking, this episode explains why autonomy and AI—not just electrification—will define the next phase of the global auto industry.___

15 döda i en skjutning i Australien. Nioåriga Josef fick en ursäkt av kommunen. Hundar testas som hjälp i skolan. Lyssna på alla avsnitt i Sveriges Radios app.

- Ford and Renault Join Forces for EVs - BMW Picks New CEO From Manufacturing - Is BMW The First OEM To Use Blockchain For Transactions? - Piech Family Member Needs VW Dividends - Nio: Big EREV Batteries Are A Waste - Fiat to Bring Dinky Topolino To U.S. - Morgan Stanley Says No Growth in Tesla Stock - All in The Family, Automotive Style

- Ford and Renault Join Forces for EVs - BMW Picks New CEO From Manufacturing - Is BMW The First OEM To Use Blockchain For Transactions? - Piech Family Member Needs VW Dividends - Nio: Big EREV Batteries Are A Waste - Fiat to Bring Dinky Topolino To U.S. - Morgan Stanley Says No Growth in Tesla Stock - All in The Family, Automotive Style

China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off.

In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China's innovation pace keeps accelerating while Western automakers scramble to respond.  Xiaomi's YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China's most competitive EV segment. Meanwhile, Tesla's domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.The hosts also unpack XPeng's viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip's rising importance, and XPeng's “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty._____________________They also hit:

Plus: HPE stocks drop after projecting slower revenue growth for fiscal year 2026. And Singapore's GIC files a U.S. lawsuit against NIO for allegedly inflating its securities value. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices