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Samsung is using AI slip for their ads And Apple is using real human creativity That’s the reality.. Samsung just has no taste

47,457 次观看 • 4 天前 •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

55,143 次观看 • 7 个月前