Is NIO the next Tesla? Warren updates projections for Tesla in 2021, then dives into NIO's Q2 report and investor call to look at the Chinese EV maker's business story.

Does NIO's battery swap and Battery-As-A-Service model make sense?

How does NIO's self-driving technology match up?

How does their manufacturing model compare to Tesla's?

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0:00 Intro
1:07 Tesla 2021
3:51 Tesla Optimistic
10:49 Tesla Pessimistic
13:09 Tesla 2021 Summary
13:41 NIO Intro
17:18 Nio 2020 Quarter 2
20:31 NIO Cash
23:56 NIO Battery
28:21 NIO Navigate Self Driving
30:16 NIO Manufacturing
30:54 NIO Summary
34:49 Summary

#Tesla #NIO #Technology