Weeks ago on Courtside Financial, Obi pointed to the CYVN Holdings — now L'imad — connection between NIO and McLaren and said the architecture for a technology partnership already existed. Today William Li confirmed it at a user event in Wuhan: NIO is actively supplying battery packs to McLaren. Obi gives an honest assessment — 10 kilowatt hour packs for a hybrid McLaren won't move the revenue needle today, but the deeper technology relationship between two companies sharing the same Abu Dhabi sovereign wealth investor is a story that's just beginning. Also covered: the driver's car vs autonomous driving debate sweeping the Chinese auto industry, why good driving dynamics and good smart driving aren't competing priorities, and Xpeng entering Mexico in four days fresh off their first ever quarterly profit. Recorded on Obi's birthday — still grinding.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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