BYD has to me become an icon of US decline vs Chinese expansion. It’s just one example among many of China charting the way forward and innovating while the US recedes further into backward-looking, protectionist policy. See: US politicians on both sides trying to ban BYD imports rather than incentivizing stiffer competition from US automakers. Another example: massive growth in Chinese renewables while the US opens…
BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
281–290 of 467 posts
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#282Earlier quoted context omitted.
I was glued to the window while flying over southern China recently. There is so much infrastructure you can see from the air, even in fairly rural provinces. So many bridges. So many wind turbines. It is visibly a country on the move, a country that believes in itself and its ability to do things. The Chinese Century is increasingly palpable, for better or worse.
I traveled to Wuhan twice a year for business for much of the last decade (until the pandemic). China was a growing country that clearly knew how to build infrastructure. In Wuhan, they built an entire development intended to employ 100,000 engineers (Huawei + our US company's 50). They built a subway system in a decade that's bigger than New York City's. I took the high-speed rail to Beijing and it was superb. They…
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#283Earlier quoted context omitted.
the CCP exists to build communism
I mean, that's the marketing material. Once Xi declared himself emperor for life, that marketing material fell apart a bit, didn't it? How is modern China even close to theoretical "communism?" It's certainly not Marxist, right?
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#284Tesla has no moat. BYD makes better EVs & is leading in battery tech. FSD has been promised forever & not delivered. Now Musky says - for cars to have real FSD they need to be newer hardware tech. Robotaxis - Waymo is better.
https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-...
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#285Tesla has no moat. BYD makes better EVs & is leading in battery tech. FSD has been promised forever & not delivered. Now Musky says - for cars to have real FSD they need to be newer hardware tech. Robotaxis - Waymo is better.
> BYD ... is leading in battery tech. Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. I know that isn't a short scale by tech standards but has BYD, and others, really leap-frogged that much? I'm not in that space myself and do not keep up with EV benchmarks but am curious what advances or other changes were made. I recall reading Ford battery technology was also very goo…
https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteri...
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#286Earlier quoted context omitted.
American car manufacturers have extremely small market shares outside N.A., and many (all?) of them required multiple government bailouts over the past few decades. If you think that keeping China is good for the consumer, you'll have to present a stronger case than "we must protect our companies".
> If you think that keeping [out] China is good for the consumer It would be excellent for the consumer, in the rather short term, to not keep them out. Cheap cars! Cheap goods flooding our markets are great for consumers in the short term. > American car manufacturers have extremely small market shares outside N.A Here's a game: One company is American. The other is not. Company 1 Market Share: North America: 16.5%…
Company 1: Europe ~0% (trucks & SUVs just don't sell well there it seems) Company 2: Europe 7%
Company 1: Manufactures in 8 countries, 2/3 of its factories are in North America. Company 2: Local production of cars in 25-30 countries depending on partnerships.
Company 1 data: 2025. Company 2 data: 2020 (?!)
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#287Earlier quoted context omitted.
Doesn't Tesla have a factory in China?
They do. Because Elon is proving himself to be quite an idiot. China was more than happy to welcome him in, and have him teach them how to build an EV. They simply copied what they could and improved on it. "The communists will happily sell the capitalists the rope the capitalists hang themselves with"
If you think China can only make stuff by copying what other does, you're gonna under-estimate them.
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#288Earlier quoted context omitted.
I doubt it because the Chinese are very protective of their homogeneity and see what has happened in Europe as a massive cautionary tale. So my guess is that they will be very picky and control both quality and numbers tightly.
>>and see what has happened in Europe as a massive cautionary tale As a European - what has happened to us, exactly? I'm curious what kind of thing you think is happening to Europe that is such disaster that even China should be afraid of it.
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#289Earlier quoted context omitted.
I would support allowing any Chinese automaker in the US if they form a 51:49 joint venture with an American company.
Wait, wasn't the free market supposed to be a superior system? You cannot at the same time argue that something is better and wish you didn't have it
Or just China just deserve special treatment?
Re: BYD overtakes Tesla and Kia as the best-selling EV brand in key overseas markets
#290Earlier quoted context omitted.
>>and see what has happened in Europe as a massive cautionary tale As a European - what has happened to us, exactly? I'm curious what kind of thing you think is happening to Europe that is such disaster that even China should be afraid of it.
[flagged]
Can you name a few of these effects that China sees as crazy?