The EV industry is heating up, and NIO is making bold moves with a $20 billion bet on its future. Meanwhile, XPENG is quietly cashing in on tech revenue, raking in 60% profit margins thanks to a lucrative partnership with Volkswagen. Is NIO’s high-stakes strategy sustainable, and how does XPENG’s tech play fit into the broader EV market dynamics?

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🎧 In this episode, we cover:

NIO’s ambitious three-brand strategy and delivery goals
XPENG’s skyrocketing services revenue and profitability
The role of competitors like Li Auto and Leapmotor in shaping the market
NIO’s global expansion and tech platform evolution
Insights into the high-stakes future of the EV industry
Stay sharp, stay invested, and let us know your thoughts in the comments!

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