Great article. I live in China and see the EV angle over here. I've seen a lot of Teslas hitting the roads of Macau lately but the Nio and the Xpeng are giving them a real run for the money. What's intresting, too, is how they all look alike. You see a Nio or a Lucid or a Xpeng which looks highly similar to a Tesla. It's like some great design convergence is going on. Tesla has to be different to sell at its inflated price, but good luck with that when more and more competitors hit the EV road and offer similar quality and looks at lower prices.

Andrew Pearson is the MD of Intelligencia, a software consulting company. Speaker, author, columnist, Pearson writes about IT issues like AI, CI, and analytics.

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