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2011: Elon Musk couldn’t stop laughing when the interviewer asked if BYD is a competitor. Q4 2023: BYD surpassed Tesla as the world’s #1 EV maker (in unit sales). And now Elon wants tariffs to protect the US market from the Chinese cars that he once laughed at.

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S.L. Kanthan

160,767 subscribers

2,042,467 просмотров • 2 лет назад •via X (Twitter)

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Комментарии: 9

Фото профиля S.L. Kanthan
S.L. Kanthan2 лет назад

In Q4 2023: BYD surpassed Tesla in pure battery electric vehicles (BEV). This does NOT include PHEV or plug-in hybrid vehicles. The term EV is used loosely by the media. Hence the clarification here.

Фото профиля S.L. Kanthan
S.L. Kanthan2 лет назад

How does BYD succeed? Three reasons: 🔹BYD makes its own batteries & even supplies batteries to Tesla. Battery is the most expensive part of an EV 🔹BYD has 30 subsidiaries which make almost all the components! Vertical supply integration. 🔹BYD uses robots in assembly 👇🏽

Фото профиля S.L. Kanthan
S.L. Kanthan2 лет назад

China buys/installs more than half of all the industrial robots in the world!

Фото профиля Theo Gregoire
Theo Gregoire2 лет назад

“All of us need to be on guard against arrogance, which knocks at the door whenever you’re successful.” - Steve Jobs

Фото профиля Mari
Mari2 лет назад

I see the car what’s wrong with it. Who is laughing now

Фото профиля Yuliana Dlugaj 🇷🇺🇨🇳🇰🇵
Yuliana Dlugaj 🇷🇺🇨🇳🇰🇵2 лет назад

He ain't laughing now. Proves that those who laugh last, laugh best. 🤷🏽‍♀️😁

Фото профиля Fred Johnston
Fred Johnston2 лет назад

US Government puts massive lawsuits and restrictions on US Industry. In China the Government subsidizes Industry (I'm not advocating for subsidies). I was not in the car industry, but in the Electric Utility industry forced regulation, taxes, compliance costs are 50-60% of the cost of your electric bill. About 20 years ago we staffed more Lawyers than Engineers - think about that. I would assume it's similar to cars. Is BYD a competitor in a free market? No. But if you want all the Government regulations and massive Government intervention/socialization in business, US Industry can't compete. That's why many different industries moves to China. There is much more to this story than what meets the eye.

Фото профиля S.L. Kanthan
S.L. Kanthan2 лет назад

It’s so strange that elections, lobbying, democracy, free speech etc. don’t fix the dysfunctional government in the USA. 🤔

Фото профиля MZ
MZ2 лет назад

Same American arrogance! The future of Tesla is like Nokia🤣🤣 Who is going to buy expensive cars? Geopolitics is a massive issue as well. Chinese car will easily take over Tesla in Asia, Latin America, Africa , Russian Federation and significant share in EU and North America .

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