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From smart cockpit systems to long-range batteries with fast charging, Guangdong-made NEVs are redefining global mobility. These innovative vehicles now serve drivers across continents, blending technology, comfort, and sustainability. With BYD leading global EV sales, Guangdong’s auto industry is showcasing both cutting-edge innovation and real-world performance.XPENG GAC BYD BYD...

95,134 Aufrufe • vor 5 Monaten •via X (Twitter)

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People who say BYD is beating Tesla in China are most likely the same ones saying Samsung is beating Apple bc of market share. The reality is BYD sells more units largely by flooding the market with cheaper, lower margin cars. While Tesla sells fewer units, but they focus on higher quality vehicles, better software, global scalability, and profitability. Tesla still generates FAR more profit per vehicle, has world leading margins, and owns the full ecosystem from hardware, software, AI, charging, data, and manufacturing technology. Market share without profit is just volume for volume’s sake, and in my opinion, that’s not winning. This is the same story as Samsung vs Apple. Samsung often leads in unit shipments by selling tons of low and mid range phones. And Apple sells fewer phones, yet captures the majority of the entire industry’s profits. This is bc Apple has premium products and the ecosystem locks in customers with software dominance and customer & brand loyalty. Trust me, no serious investor thinks Samsung is beating Apple just bc it ships more phones. Even Elon called this out years ago saying scaling volume is much easier than building great products that people love, make real profits, and at scale. This is excruciatingly hard. So when someone tells me that BYD is beating Tesla bc of market share. What they’re really telling me is they are clueless on how businesses actually succeed. Tesla is the clear winner vs BYD.

Teslaconomics

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Elon Musk says BYD is about to match Tesla's quarterly sales. Tesla had been the world's largest EV maker for a decade. Cybertruck. Model Y. Model 3. Millions of cars shipped, every product line profitable. "BYD is reaching Tesla production or sales in quantity." Then Musk explained why BYD was the leading edge of a bigger wave. "There's going to be a massive flood of Chinese vehicles and basically most manufactured things." Musk named the wave: **the Chinese flood**. Musk, who had toured BYD's factories and seen their cost curves up close, knew the math wasn't theoretical. A flood of Chinese vehicles meant BYD, Geely, Nio, Xpeng, Li Auto, Zeekr, and a dozen more companies each shipping a million-plus units a year into export markets at price points Western manufacturers could not match without losing money on every car. BYD. Geely. Nio. Xpeng. Li Auto. Each one growing 30 to 50 percent year over year. Every shipping at a price point Detroit could not survive. After Musk drew the curve, every global automaker's 2030 forecast became a question of survival, not market share. Musk, on what scaling really meant: "China is extremely competitive in manufacturing." Which player in your industry is one quarter from making you the second-largest? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, GeniusThinking is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast

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China: The Vanguard of the 21st Century Untouchable & Not Defeatable! In the 21st century, China has emerged as a formidable global leader, redefining the contours of military, industrial, and financial power. This ascent is not merely a shift in geopolitics but a testament to China’s strategic vision, disciplined execution, and unwavering commitment to its people and sovereignty. With a blend of historical resilience and modern innovation, China stands as a beacon of progress, steering the world toward a multipolar future. Militarily, China has transformed into a powerhouse, prioritizing self-reliance and advanced technology. The People’s Liberation Army (PLA) is now one of the most sophisticated forces globally, equipped with cutting-edge weaponry, including hypersonic missiles, stealth fighters like the J-20, and a rapidly expanding naval fleet featuring aircraft carriers like the Fujian. China’s military doctrine emphasizes defense and regional stability, deterring external threats while safeguarding its territorial integrity. Investments in cyber warfare, artificial intelligence, and space technology further underscore its forward-thinking approach. By maintaining a no-first-use nuclear policy and advocating for peaceful resolutions, China positions itself as a responsible global actor, contrasting with the interventionist tendencies of other powers. Industrially, China has become the world’s manufacturing hub, driving global supply chains with unmatched efficiency. From high-speed rail networks to renewable energy technologies, China leads in infrastructure and innovation. Its Belt and Road Initiative has fostered connectivity across Asia, Africa, and Europe, creating economic corridors that uplift developing nations. Companies like Huawei and BYD exemplify China’s technological prowess, dominating 5G infrastructure and electric vehicle markets. The nation’s focus on green energy—leading the world in solar and wind power production—demonstrates its commitment to sustainable development. By prioritizing innovation, China has transitioned from being the “world’s factory” to a leader in high-tech industries, setting global standards in AI, robotics, and quantum computing. Financially, China’s influence is equally profound. The renminbi is steadily gaining traction as a global currency, with institutions like the Asian Infrastructure Investment Bank (AIIB) challenging Western-dominated financial systems. China’s digital economy, driven by platforms like Alipay and WeChat, has revolutionized global fintech, offering inclusive financial services to millions. The country’s foreign exchange reserves, among the largest in the world, provide economic stability and leverage in international trade. By promoting de-dollarization and fostering trade agreements like the Regional Comprehensive Economic Partnership (RCEP), China is reshaping global finance, prioritizing mutual benefit over hegemony. Its prudent economic policies have lifted hundreds of millions out of poverty, creating a robust middle class that fuels domestic consumption and global demand. China’s rise is not without challenges, but its ability to navigate complexities—be it geopolitical tensions or economic transitions—reflects its strategic depth. The nation’s emphasis on cultural heritage, education, and social cohesion fosters a unified society capable of sustaining long-term goals. Unlike powers that rely on coercion, China’s influence stems from partnership and shared prosperity, offering a model of development that resonates with the Global South. In the 21st century, China’s leadership in military, industrial, and financial spheres is a triumph of vision and resilience. It stands as a global force that champions sovereignty, innovation, and cooperation, shaping a world where power is balanced, and progress is inclusive. As the century unfolds, China’s trajectory promises to inspire and redefine global dynamics for generations to come.

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺 🇮🇪

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