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

Tu & Lei break down Li Auto’s shocking Q3 collapse, CEO Li Xiang’s pivot to “embodied AI,” and why the brand is losing momentum to Xiaomi, XPeng, NIO, and Huawei-backed models.

We analyze XPeng’s aggressive 2025–26 EREV + BEV rollout, including seven new models and its “super range extender” strategy, plus the deepening Turing chip adoption and XPeng’s personal L4 + RoboTaxi ambitions.

Then we dive into the Guangzhou Auto Show, Huawei’s expanding HIMA ecosystem, the launch of new Yijin and Qijin brands, and how Huawei QianKun ADAS is quickly spreading across Nissan, Audi, GAC, Toyota, and more.

We close with NIO’s Q4 breakeven challenge, Firefly’s global potential, Stellantis–Leapmotor tensions in Latin America, and updates on Waymo, Zeekr RT, Aito M5, robotaxis, and physical AI’s impact on factory jobs.

Insightful, energetic, and brutally candid — your weekly download on the global EV and mobility power shift.

🕒 Timestamps / Chapters

00:00 – Intro & Thanksgiving kickoff

01:30 – Li Auto’s disastrous Q3: losses, Mega fire fallout & EREV reset

03:30 – Li Xiang goes “embodied AI” + M100 chip vision

05:30 – Li Auto’s 2026 L-Series refresh & Russian Doll design rethink

07:50 – “Who’s hot, who’s not” — Xiaomi, XPeng, Leapmotor surge

08:30 – XPeng’s 7-model onslaught: BEV + EREV + L4 plans

10:10 – XPeng Turing chip, humanoid robot & L4 Robo versions

12:00 – Physical AI: robots, automation & factory disruption

15:10 – NIO earnings: Q4 breakeven, SG&A burn & ES8/Onvo push

16:50 – Firefly’s growing overseas role & NIO’s three-brand prioritization

19:30 – Leapmotor–Stellantis expansion and emerging market friction

21:00 – Xiaomi’s immunity to PR crises & massive user base advantage

23:00 – “Five to ten years to know the winners” — William Li’s marathon analogy

24:00 – New brands at GZ Auto Show: Yijin, Qijin & Huawei’s expanding influence

28:00 – Huawei QianKun ADAS spreads to Nissan, Audi, Toyota

30:00 – AV/ADAS wars: Momenta, Horizon, DeepRoute rising

32:00 – LiDAR drama: Hesai vs RoboSense & chaos in the lidar space

35:00 – Robotaxis: WeRide–Uber launch, Pony & LA/SD growth

37:00 – Tu drives the Aito M5 in California

38:00 – Waymo coverage expands: airports + 2026 Detroit launch

42:00 – Zeekr RT issues & Tesla vs Waymo RoboTaxi paths

47:00 – AV startups struggle: Haomo AI collapse & Great Wall pivot

50:00 – GM “Game of Thrones”: executive shakeups & culture reset

53:00 – Volkswagen speeds up China dev cycles & exports back out

55:00 – Audience Q&A & Thanksgiving wrap

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Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven

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