🍰“AI’s 5-Layer Cake” — Nvidia’s epic explainer. LEGO’s verb’ing. Nio’s battery-swap cars. +End of Athleisure
The Best One Yet
00:00
NIO, Competition, and Industry Risks
Discussion of NIO's losses, government subsidies, and the risk of protecting domestic automakers too long.
Play episode from 17:27
Transcript
