Episode

Episode 232: Tu Le

Podcast: The Global Lithium Podcast
Published: Mar 26, 2026
Duration seconds: 4201
Processing state: not_requested
Canonical source: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-232-Tu-Le-e3h1con
Audio: https://anchor.fm/s/e113880/podcast/play/117534935/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-26%2Fa01f1477-5154-f7d7-ce50-4b3946d6ad4e.mp3
JSON: /v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-232-tu-le
Markdown: /podcast/the-global-lithium-podcast-1191702/episode-232-tu-le.md

Actions

POST https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-232-tu-le/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-232-tu-le.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing perception of Tesla in China What's next for BYD and Tesla? When will CATL be producing batteries in the US? The "best of the rest" China EV companies Rapid fire The growing angst in China over lithium supply