Yilun Zhang @yilunzh
Product @hertz, opinionated about EV and auto, @rivian / @carvana alum, sucker for both Chinese EV and 90's JDM chinaevhub.com New York Joined May 2011-
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I laugh when I hear people say that Tesla would be successful licensing FSD to other OEMs. Tesla is good at a lot of things, but long term partnership is just not in their DNA. Literally every major partner Tesla has ever worked with have been burned at some point. -…
If 2018 Elon was peak Chicago Bulls MJ, is 2024 Elon the Washington Wizards MJ after returning from baseball? 2018 Elon was admired by his employees and feared by his competitors. It seems like these days, the only people Elon is striking fear into is his own employees.
I’m as surprised as everyone that Tesla gutted the entire supercharging team. For a while, I thought maybe supercharging can become a money printing machine for Tesla since they became the defacto standard. That is clearly false now. Otherwise, why would Elon throw that away…
It’s actually incredible how resilient Tesla stock is. Delivery miss, stock gets hammered Earnings disaster, stock gets hammered Then news report that Elon is now re-engaged. He sets up a war room, fires some people, hints at a couple announcements about robotaxi/FSD, fly to…
I have an alternative theory about FSD and why Elon is all the sudden so amped about getting FSD training data from China. I think Tesla is running into a data bottleneck in the US. There simply aren’t enough good edge cases to train on to make progress quickly. I hypothesize…
Carfans confirmed that Li auto has 10k orders last week after the price drop. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson
“Reports indicate that he will meet with senior officials to discuss the rollout of FSD software and the authorization to transfer data overseas.” Yeah…I’m sure that’s going to go over real well. A third of the revenue and half of your production comes from China, just build…
“Reports indicate that he will meet with senior officials to discuss the rollout of FSD software and the authorization to transfer data overseas.” Yeah…I’m sure that’s going to go over real well. A third of the revenue and half of your production comes from China, just build…
Spending some time reading through NIO's annual report this weekend. Looks like NIO quietly renegotiated with Hefei to push out mainland IPO requirement from 2025 to 2028. Typically, there's a 2 year profitability requirement for listing on the mainland, which implies that…
Spending some time reading through NIO's annual report this weekend. Looks like NIO quietly renegotiated with Hefei to push out mainland IPO requirement from 2025 to 2028. Typically, there's a 2 year profitability requirement for listing on the mainland, which implies that… https://t.co/RgvcON0Chq
Quick 72 hr report of Li Auto L6 order: 10k and lock-in rate is 55-60% 70-80% of order comes from store Rate of pro:max: 7:3 Comparison: pro: cpmpared ice car max:compared with L7 @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson
Carfans order status: As of 4/19 Li auto 23k, 13-14k last week, 10k for L6 BYD: 65k last week Aion 7k last week Tesla 37k, 12k last week, 8k after price drop Hima 16-17k, luxeed 2k , m9 2k last week Nio3.2 last week, et5 takes over50% Dena/xpeng/zeekr 2-3k all competition for…
Lots of videos of top Chinese auto execs being friendly with each other and talking about future partnerships at the Beijing Auto Show Don’t let those smiles fool you. The war is escalating and the battle scene is only going to get bloodier as we approach the final elimination…
This is not talked about enough. It is an issue a lot of Tesla customers are facing today, and many more will have this dilemma over the next few years. It’s obviously a crappy situation for the consumers, but you might ask, why does Tesla care? Car is sold already and they got…
This is not talked about enough. It is an issue a lot of Tesla customers are facing today, and many more will have this dilemma over the next few years. It’s obviously a crappy situation for the consumers, but you might ask, why does Tesla care? Car is sold already and they got…
Things I didn't like from Tesla earning call: 1. Elon claiming Tesla is doing better than its Chinese competitors. That is simply not true. Tesla shrunk -7% YoY in China while NEV market rose +33% and BEV market grew +15% YoY. 2. Elon pumping FSD hard during the call, but…
Things I liked after listening to Tesla's earning call: 1. Tesla is finally introducing a new model. I didn't think it was going to materialize based on prior reporting, but I'm glad it's finally happening. 👏 2. Cybertruck production at 1000 unit/week. Assuming this is steady…
Carfans Confim that Tesla will launch New Model 3 performance tomorrow. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson
I have said this before. I firmly believe that while large and frequent price changes can bring orders in the short term, they are brand dilutive and value destructive in the long term. On the consumer side, it destroys confidence and erodes trust. On the commercial fleet…
What an incredible moment for @ZhouGuanyu24 and for China. I’m sure many in the crowd were inspired by what you did. Who knows, maybe one of the kids in the crowd will race alongside you one day, just like you and Alonso. Congrats again 👏
What an incredible moment for @ZhouGuanyu24 and for China. I’m sure many in the crowd were inspired by what you did. Who knows, maybe one of the kids in the crowd will race alongside you one day, just like you and Alonso. Congrats again 👏
This kind of partnership will become more and more common in Europe👇
This kind of partnership will become more and more common in Europe👇
Subscribe to China EV Hub, by @yilunzh chinaevhub.com/?r=3q4leh&utm_…
It's inevitable that the JVs in China will become irrelevant within the next few years. Below are a few brands that is especially hurting: - GAC Honda - GAC Toyota - Changan Mazda - Chevrolet under SAIC-GM They are losing market share faster than you can say "end of an era."
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