guys, we might just have the biggest news of the year, and this is, of course, a huge massive partnership, batter swap partnership. So here's something very interesting. When uh neoo showed off on well 60 to Len CEO of sheli, he, they said something very interesting in the conversation, which is very suspicious. So the way it works was uh neilo asked xiaomi Co. if Shia means su7 is going to basically destroy the model 3. It's a model 3 killer. And then the envel l60, do you think the anv l60 is going to be the model y killer, all right? And this is, of course, uh the question that new asked shiai seal, but shiai seal did not answer with a yes or no because he can't really say yes because of the fact that xiaomi is also going to come out with SUV that also aims at the model y. Okay, of course, of course, of course, but um, that's that's one of the Hidden agendas right there. He said he has to go test.

drive it first he said. He has to go test drive the car first. And then afterwards, they had a very extensive conversation where Shom Me Seal was persuading Neil to join in on the ecosystem of Shiai. Like they have a basically unified software, sort of like how Huawei has Harmony OS. Like Leen, he wants to have his own version of this on other vehicles as well, possibly even Neo vehicles. And he was trying to convince William Lee about this. And William Lee tried very hard to convince Le Jun to join in on batter swap. He talked about how the cost isn't actually going to be that much additional cost. And then on top of that, of course, you get to access all the swap stations. And of course, you can still charge if you want. So it's not just, it's not going to cost them a whole lot of money. And they were deeply considering it, all right, they were deeply considering it. And apparently today, we got this confirmation from somebody in the know that Sheli is going to join Neo in.

batter Swap, and this really has a profound impact, not on like the man of car sold, or like Shi is going to, like, you know, generate bonus Revenue to Neil by joining a batter swap. That's little, that's not important. The main important thing is recognition, because everybody knows shami, everybody knows Lan. Whatever he says is taken seriously and put into like a thousand different videos shared online everywhere. Okay, this is, he's like the Steve Jobs of China. Whenever Steve Jobs says something, you guys all pay attention, we all pay attention, right? So he's like the Steve Jobs of China. And by him joining in on batter swap, that is validation that batter swap is the right way to go, that is going to help out with envo, with uh Firefly, with Neil sales 100, 100, 100x more than if Neil were to Market it themselves, all right? This is the ultimate marketing that uh Leen is doing, and Ne CEO has even said, you know, marketing is quite expensive, all right? Marketing is quite expensive.

it's quite wasteful in terms of money. I mean to place an ad, it just cost millions of dollars. And you don't know like the reception of it. Like are people really going to get the message or you play that ad, or is everybody going to be watching or just going to skip that ad. So even neoo himself has said, you know, whenever possible, he tries to like, uh, you know, use, uh, leen's trendiness and then try to make a few videos with him, you know, to of course get more promotion out there. And, uh, that's why he invited the legion to talk about enval 60 and all that kind of stuff. And he said this really definitely does help. And everybody sharing videos of these and that kind of stuff really does help them save a lot of money in terms of marketing. Now how about the other guys BBA these guys? Well, Mercedes might be forced to eventually join batter swap, that's just the case, all right, their sales in China imped so.

damn much. All right, they're at record level lows sales for BBA Porsche as well. Porsche and BBA, their sales have so are so damn low that, I mean, they got fights between dealerships here in China and the headquarters in Germany. That's how bad it is. So, uh, they cannot compete. These guys just cannot compete. So, these guys will event be forced to join in on batter Swap and otherwise. I mean, they got to swallow their pride. They're losing market share. And if China does any sort of retaliatory tariffs, it's game over for them, all right? It's game over for them here in China. The thing you guys got to understand is China is a bigger Market than Europe. Europe thinks the EU thinks that they placing tariffs on, uh, Chinese companies going to there that's actually going to have less impact of Chinese when China places tariffs on EU company EU cars coming into China because they sell Volkswagen all these guys. They sell a ton of cars here in China, all right? China is the biggest market for them all.

right after the United States. So, these tariffs are going to hurt them even more. They will even be less competitive when these tariffs, these Chinese tariffs hit these EU companies. So, their market share is already at Rock Bottom lows. All right then, with these tariffs, it's going to get even lower. It's going to get even worse. All right, the only way that these BBA companies can sustain a profit is by putting the pressure on the dealerships, forcing the dealerships to take on inventory. That's why the dealerships here in China are absolutely pissed. All right, they don't want to take on inventory. They can't even sell the cars. They got to do like massive discounts, sell the cars out at a massive loss. Uh, you know what they do, some of these dealerships, they sell the car, take the money, and they bail. They run sort of like uh, scamming, scamming these uh, buyers. All right, they take the money, people buy the car. When they go to take delivery, sorry. All right, the boss ran away, ran off with the money.

car is actually property of the bank now because the bank is owed money by that dealership. It's the bank is going to sell that car. It's too bad for the buyer so that that kind of shit's happening here in China. Man, that's how crazy it is. It's gotten so competitive. So these guys are eventually they going to they got to adapt. Otherwise, they're going to go extinct. These BBA companies, they got to join in on batter swap. I think sh me a lot of these guys. They don't have the balls, all right, to swallow their pride and say, I want to join in on a newer new energy vehicle company for batter swap. They think we're the big boss here. Why should we join them, right? But they got to reflect and see the situation. The situation is very different here in China. They're going extinct. So shomi is really going to open the gates up, okay. Shomi is, uh, going to give Neil batter swap the recognition, and it's going to put batter swap into

the minds of everybody. All right, it's going to let everybody know that battery swap exists. There's still a lot of people that don't know about batter swap. You go to a tier four, tier five City, my wife's Hometown. What the hell is a batter swap? These guys have no idea. I go to a showroom, a new showroom, and I try to talk to customers. They're absolutely intrigued. They're like, Whoa, what is this high tech thing, man? So, it's not common knowledge, but sh me joining and batter swap, that's going to make it common knowledge, guys. All right, that's the important thing. That's the important thing you got to know about XI is going to open the gates for batter swap for Global recognition for battery swap. That's going to benefit Neo 100 fold way more than if Neo were to do any sort of traditional marketing.

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