Obi is reporting from San Jose the night before Nvidia GTC and breaking down one of the most important — and underreported — stories in the Chinese EV market right now. Some manufacturers are using OTA software updates to quietly limit battery capacity and motor power on vehicles that have hardware defects, avoiding expensive physical recalls by pushing silent software patches instead. Other manufacturers are abandoning older owners entirely, refusing to push updates to cars that are fully capable of receiving them. Obi breaks down what's happening, what the Chinese government is doing about it, and why NIO's approach to its owner community and technology stack is a genuine competitive advantage in this environment. Recorded from San Jose the night before Jensen Huang takes the stage at Nvidia GTC 2026.Nord Security Products:NordVPN: https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902NordPass: https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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