Electric Vehicles — Thought — LONGRIVER

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Posts tagged Electric Vehicles

1Q25 Letter

China’s quiet transformation and BYD.

Companies, LongriverGraham Rhodes18 April 2025BYD, Electric Vehicles, China

Podcast: TP Huang

BYD’s Electric Dreams.

Companies, PodcastsGraham Rhodes27 March 2025BYD, China, Electric Vehicles

Podcast: Ethan Robertson

Chinese NEVs Cambrian Explosion.

Companies, MacroeconomicsGraham Rhodes3 November 2023China, Tesla, Electric Vehicles, BYD, Nio, Li Auto, Xpeng, Volkswagen, Baidu, Huawei

ChinaJoy 2023

ChinaJoy 2023

At the heart of China’s ACG sub-culture.

GamingGraham Rhodes1 August 2023China, Tencent, Netease, Gaming, Nintendo, Sony, Bandai Namco, AMD, Electric Vehicles, Meituan, Alibaba

Podcast: Will Thrower

Growth is Value.

Investing, PodcastsGraham Rhodes31 January 2022Tesla, Electric Vehicles, AMD