"Chinese EVs are facing increased competition," says Steve Westly when discussing Li Auto (LI), as the company's earnings indicate related pressures. That said, Steve says "EVs are here to stay" and highlights cost-cutting measures as the leading component to his thesis. Brian Moody focuses more on EV international growth and ways American automakers like Tesla (TSLA) and Alphabet's (GOOGL) Waymo can capitalize on expansion. He says companies need to adjust to autonomous driving trends.