Reddit Posts
Passenger vehicle shipments from manufacturers in China fell 8.9% year over year in September while exports within them rose 73.7%
Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation
Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation
Is a 2027 solid-state battery a pilot batch or a step toward scale?
Is keeping Chinese EVs out of the US actually making Detroit stronger?
Is keeping Chinese EVs out of the US actually making Detroit stronger?
XPeng just opened a production line where humanoids walk off the floor under their own power
Chinese EVs are exposing how much pricing power legacy automakers actually had.
Tesla Just Posted Its First Real Revenue Growth in Over a Year. But Profit Margin Collapsed to 1.4%. Share price dropped 17%.
BYD showcases battery, charging technology in 15,000km journey from Rome to Hong Kong
BYD just outsold Tesla globally again in Q2. Wow, that’s an Elon!
Pentagon Names Alibaba, Baidu, BYD, WuXi AppTec, and RoboSense as Chinese Military Companies
eVTOLs (aka 'flying cars') is the only next big sector that everyone is overlooking right now
AgiBot shipped 10,000 humanoid robots and barely anyone covered it
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
BYD, am I right in thinking there’s potential here?
June 03, 2026 - Ford (F) announces a -13.6% decline in vehicles sales and a 420,000 vehicle seatbelt recall
$F - Ford Motors with a brand new seatbelt recall. A bear case for Ford
LiDAR sensors is the next super cycle and you're going to buy the wrong stock
$NIO Due Diligence: 112% YoY Revenue Growth Meets a Commodity Reality Check
$NIO Due Diligence: 112% YoY Revenue Growth Meets a Commodity Reality Check.
Positioning for "Connected Vehicle Security Act of 2026"
CATL just dropped six battery platforms in one night and nobody here noticed
Why the the Blockade of Hormuz is helping your future.
China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks
CATL's Q1 print came in about 28 points above consensus and the H share is sitting at a 38% premium to the A
Warren Buffett's 22 biggest investments since 1970, charted by duration and outcome [OC]
Alibaba went from "uninvestable" to mass AI spending in two years and the numbers are starting to back it up
I spent the last week going through five Chinese tech earnings back to back and the picture is way messier than people think
CATL posted $10.4 billion in net profit last year and I barely see it discussed here
BYD or NIO..dammit!! Im caught in a love triangle 🔺️ 🤔
Nvidia Sees $1T in AI Orders by 2027, but Most U.S. Investors Can’t Own the Chinese Suppliers Behind 60% of Its Optical Modules
How would you actually weight all 7 Mag 7 stocks if you had to pick exact percentages?
BYD stock surged 8.4% on a disruptive tech announcement the same day it reported a 41% sales decline, here's the investment casec
Tesla swings continue as EV leadership changes hands
BYD rolls out EV batteries with 5-minute ‘flash charging’
Tesla Sales and Profits Drop, but EV Maker Still Beats Wall Street Expectations
BYD has overtaken Tesla as the world's biggest seller of electric vehicles. How can Tesla's PE ratio of ~290 be justified
How do I (28F) develop the correct mindset to invest?
Canada Drops Tariffs On EVs From China : From 100% to 6,1%
Should I be moving away from US stocks as a non-American?
Should I be moving away from US stocks as a non-American?
Are stocks related to EV manufacturing in Canada bullish now that the Chinese EV tariff has been relaxed?
Different trends on different exchanges for the same stock
ARBE [Partnered with Nvidia] will surge on CES 2026. Only L3, L4, L5 4D radar enabler.
BYD +5% after becoming world’s top EV seller with 2.26M units as Tesla deliveries fall 8.6% in 2025
BYD becomes world’s top EV seller with 2.26M units as Tesla deliveries fall 8.6% in 2025
Tesla loses EV crown to China’s BYD
Tesla Delivers 1.64 Million EVs in 2025, Falls to Second Behind BYD | EV
Tesla Surrenders EV Crown to BYD After 8.6% Annual Sales Decline
Tesla reports 418,227 deliveries for the fourth quarter, down 16%
BYD overtakes Tesla as China reshapes the global EV race
BYD Sells 4.6 Million Vehicles in 2025, Meets Revised Sales Goal
Elon Musk envisions humanoid robots everywhere. China may be the first to make it a reality
China killed $IRBT, without import restrictions it would kill $TSLA, what makes you think China won't kill US AI companies in the future?
Thoughts on Chinese EV companies or Chinese EV battery companies?
ALSTI : STIF could be the next big french thing
The Storage Boom Is Bigger Than Policy – How To Ride the Wave
From Giants To Microcaps: 7 Energy Storage Winners To Watch
EU cars sales show rising market share for BYD, while Tesla numbers slump
Tesla is still losing ground in the world's biggest EV market
Tesla Rival BYD's China Factory Is 6 Times Bigger Than TSLA's Texas Gigafactory
🚀 Twelve of us just went all-in on the future! €40K pooled and invested in $BYD 💪 The journey to the moon starts now! 🌕🔥
LiquidMetal Expands its Operations
Tesla’s Balancing Act Between Growth and Pressure
Why I Think Chemours Could be the Next Big Mineral Play
Why I Think Chemours Could be the Next Big Mineral Play
Tesla prices Model Y standard below $40,000, debuting more affordable vehicle
Safer to own Hong Kong Stock Market shares or an ADR of the shares on the NYSE?
BYD’s UK sales soar 880%, making it the EV-maker’s largest market outside China
Ford CEO says buyers won’t pay $75k for EVs, targets $30k models to rival BYD and move out of Tesla’s shadow
Reminder - Tesla sales trending down, maybe unprofitable 3Q from no emissions credits, and taxi still has safety drivers - stock UP 30% Lol
Reminder - Tesla sales trending down, maybe unprofitable 3Q from no emissions credits, and taxi still has safety drivers - stock UP 30% Lol
BYD cuts 2025 sales target by 16% to 4.6M units, but forecasts exports to surge to 20% of sales (800K–1M vehicles)
Study shows 47% of European buyers now prefer Chinese cars vs 44% for US, a reversal from 2024 as BYD gains and Tesla struggles
Tesla’s continuing sales slump in Europe weighs on stock price
Europe Car Sales Keep Rising as EVs, Hybrids Lure Consumers but “US EV pioneer Tesla Inc. continued its downward spiral. European sales of the brand led by Elon Musk DROPPED 22% in August”
Mentions
Put a couple £K into BYD and quite down. Still believe in the company but wish I had invested earlier. Put less than a grand into CloudFlare and wish I had put a ton more in.
For the next demo they should literally flip over a BYD Shark.
They don't need to be competitive as long as chinese models are banned in the US. But eventually people will likely get fed up with the ban just because we can't be competitive due to greed etc. Who is the actual market? Working people, eg the majority of the population? Are they buying supercars to get to work? Or do they want a good affordable electric with amazing features for a price they can actually buy it? Look at the numbers: BYD Seal ~$24,500, Tesla Model 3 ~$32,300 (cheapest tesla model). BYD Seagull ~$10,300 — Tesla has no comparable model here, nothing below $30k. We don't have to be competitive if we just ban better/cheaper products, yes, but ... what? Is that the point you're trying to make?
I was hoping a human would walk out of the car at the end of any of the demonstrations. This isn't even something they're confident enough to put a person inside of. Who is the product for? Are car flying parks going to be built like rocket league? Who would both be able to afford that, and put their own body in the car? Maybe a spectator sport? Still not quite the product that makes sense right now with BYD etc. coming for the whole of the USA's lunch. As an engineer though it was a really cool demo!
Search around for which vehicles Tesla is using their in-house 4680 cells in. The only information is about the Cybertruck and some specific Model Y variants which just started this year. Presumably the Cybercab as well which is still very low volume. Model 3 and Y in the US mostly use Panasonic cells currently. Sometimes in the past they have used imported LG or CATL cells. In Europe they also use BYD blade cells for some variants. This isn’t controversial information if you follow Tesla or their suppliers.
Tesla buys most of its batteries from Panasonic, LG, CATL, and BYD like everyone else.
In the meanwhile, BYD sells 20K USD electric cards all over the world.
Oh wow. Anyway. How about cheap electric cars that run well and are cheap to maintain. If only existed something like that. Oh it does! BYD.
Fair on launch cost, SpaceX wins today. But cost is temporal, not a moat and we all know what happens when you give incentive (geopolitical risk) to the Chinese. The State massively invest in technology to the point of undercutting private companies (i.e BYD). China's reusable rocket technogy might be 5 years out, so the real battle ground segment and customer lock-in, not $/kg. Starlink is capacity constrained and is currently raising prices in emerging markets. Spacesail is taking contracts in Africa and Brazil because Starlink can't serve everyone affordably. Also, emNATO aligned country (Turkey) just recently signed an agreement with China to develop Satellite/Space technology, which could remove many hurdles that China has had when it came to components, access to neutral network and other things that was making the investement in its technology look less attractive. So we'll see. [source](https://www.trtworld.com/article/0ef2358ef78a)
Tesla has 4% of the Chinese market and BYD has 23%.
How does selling 325,632 more units losing, and in q3 BYD sold 760k vehicles compared to 481k tesla globally
interesting remark. Except that BYD is actually losing to Tesla in its own market in China. Check the figures!
So this was 5 months ago. And both stocks mentioned (CATL and BYD) are down over 30%. And my recommendation is up 22%. So if OP took my advice they’d have saved themselves a 30% loss and made 22% on top. Setting aside how right I was… Yes sodium may be a good choice, in the future, for large battery installations, but may not be a good investment opportunity, now compared to other tech.
Literally BYD makes better and prettier cars
Loses to BYD, hmm.. what if EV, but rocket thrusters! Thought process, probably
You would not afford this type of positivity to anyone else other than Elon lol. Imagine if BYD pulled this crap, we would be in stitches.
If BYD did this everyone would be screaming to everyone they know about how Tesla has been overtaken and Trump would throw a tantrum on twitter.
Give us BYD in the US, you pussy. Nobody asked for kick flipping cars. LMAO
First, they can't sell them in America thanks to Trumps collusion with Elon. Second, Tariffs are marked at 100%, 3rd BYD SMOKING Tesla worldwide. 4mil compared to 800k last year. On pace for 4mil this year. Expansion doubled year over year. They are already eating Teslas hopes n dreams. 4th, they absolutely meet out standards. Far better than Teslas in fact. Personally, I can't wait to buy one when this admin is hopefully in prison
Tesla long ago lost BYD. This is a dog and pony show.
Wow. Such hate. Had it been BYD, there would be champagnes popped.
Dude I am so ready for when Chinese technology becomes a normal part of everyday automotive engineering. I think a lot of people are brainwashed to think "Chinese = bad", but there's no country making greater strides in design than they are. Especially in the realm of electric vehicles. I'm close enough to Canada that I could theoretically go buy a BYD Canadian car. The Atto 8 is so impressive.
And I will still pay to get a BYD and not this POS 🤣
Will be released in 10 years....like all his products. In that time china will have copied it and shipped it by next year for a couple of bucks on the new BYD.
We’re talking tech not popularity or taste. Engineering wise, BYD is light years ahead of Tesla. Remove the powerplant from the conversation and fucking Ford is light years ahead of Tesla engineers. Tesla is not a good automotive manufacturer. It’s popular but so is the cx90, grand Cherokee, and rogue but those are all fucking terrible cars
BYD is showing off cars that charge from 10%-97% in 10 minutes that demonstrate genuine game-changing technology that will be used by billions of people by 2050. Tesla is showing off a toy for the .001%. The people that lead us hate us.
BYD is still better. This is a peter pan play joke
If BYD had posted this video, Redditors would be losing their minds over how cool it was.
Who needs $10K BYD cars when you can get a $350K Tesla Roadster that's not street legal and will sell out their full 10 copy production to Qatar?
Instead of those formula one type cars, I would watch cars like these competing. Imagine BYD vs Tesla ‘do whatever you want to win’ competition.
no.. you don't get it, my BYD seafishstingrayseal is better than the model Y for $5k less!1!!11!11
BYD going to be building cars in Canada soon.
It's catching up to Tesla pretty quickly, but yeah it's not gonna drive Tesla out of business that quickly. However, both BYD and MG outsold Tesla last month in the UK.
If BYD was allowed into this market, Tesla would go POOF like a lit fart.
I live between the USA and Europe. I go 4-6 times a year back and forth but don’t take my word for it, just look up Tesla deliveries in Europe. They’re abysmal; \>January through April 2026 saw deep contractions in several regions (such as a 49% year-over-year drop in April according to the [European Automobile Manufacturers' Association](https://www.acea.auto/)) driven by intense competition from brands like BYD and Volkswagen, aging vehicle lineups, and reputational challenges.
Gonna be like Ford. Limited to sell in the US because everyone outside IS is buying BYD and not $100k pavement princess trucks
My point is that people are not buying TSLA today as a car company... That's gonna get crushed by BYD.. It's a robotics company now.
TSLA | Tesla - Current Price: $378.00 - Current Market Cap: ~$1.49T - Bull Target (12–18m): $480–$550 - Bear Target: $260–$300 - Upside: +27% to +46% - Downside: -21% to -31% - Reward-to-Risk: ~1.4:1 - Success Probability: 60% (estimated) - Expected ROI: +12% (estimated) - Forward P/E: ~196 - Debt-to-Equity: 0.18 🟢 - Dividend Yield: 0% - 1-Year Return: +8.29% 🟢 - 5-Year Return: +41.20% 🟢 - Profitability: Profitable 🟢 - Revenue Growth: +11.76% TTM 🟢 - Free Cash Flow: +$5.76B 🟢 - Share Dilution: +0.58% YoY 🟢 - Price Trend: Volatile 🟡 - Bull-Case Market Cap: $1.90T–$2.18T - Comparable Companies: BYD, Toyota, Rivian - Risk: High - Conviction: 6/10 - Grade: B Tesla manufactures electric vehicles, energy-storage systems, and autonomous-driving technology. I like its strong balance sheet and long-term robotics potential, but a nearly $1.5T valuation and extremely high earnings multiple leave insufficient reward-to-risk for a higher grade. --- SPCX | SpaceX - Current Price: $164.00 - Current Market Cap: ~$2.23T - Bull Target (12–18m): $210–$240 - Bear Target: $90–$110 - Upside: +28% to +46% - Downside: -33% to -45% - Reward-to-Risk: ~1:1 - Success Probability: 55% (estimated) - Expected ROI: +4% (estimated) - Forward P/E: ~103 - Debt-to-Equity: 0.31 🟢 - Dividend Yield: 0% - 1-Year Return: N/A (June 2026 IPO) - 5-Year Return: N/A - Profitability: Unprofitable 🔴 - Revenue Growth: +121.9% TTM 🟢 - Free Cash Flow: -$32.52B 🔴 - Share Dilution: +41.79% YoY 🔴 - Price Trend: Volatile since IPO 🟡 - Bull-Case Market Cap: $2.85T–$3.26T - Comparable Companies: Rocket Lab, Boeing, Amazon (satellite connectivity) - Risk: Extreme - Conviction: 4/10 - Grade: C+ (Speculative) SpaceX develops reusable rockets, operates Starlink satellite internet, and has expanded into artificial intelligence. I like its technological leadership and exceptional revenue growth, but its enormous valuation, substantial losses, negative free cash flow, dilution, and limited public trading history make this too speculative for my preferred investment strategy.
BYD why it keeps falling ?
maybe the ram and BYD cars make it over for the right bribe
Google it. Tesla is 1st in battery electric. BYD in most overall electric.
BYD sells cars significantly cheaper than Tesla, yet Tesla still maintains a really healthy delivery number in China.
\- No, the bull case for ASTS is not dependent on them becoming a near monopoly. In what industry has that ever been true? Why would it be different here? Just as multiple MNOs exist, there's enough satellite pie for multiple players. The market for D2D is not that big especially when you think that 99% of the world is almost connected to terrestrial network. The current and projected valuations are based on them making several dollars per customer, not 20-50 cents and remember that only a subset of customers will get it, not everyone. \- Yes, ASTS has delays, but so does every one of Elon's companies, by years, and they do not have a product that can work with the spectrum they just purchased. What is your point here? ASTS delays have been catastrophic (and dare I existential) because the only way for them to compete against the big boys was to be first to market and then become entrenched. That's not happening, and may never happen as they struggle to manufacture and launch. \- Nope, they only need 45 to 60 satellites for continuous, commercial U.S. coverage. Continuous commercial service is a corporate lie, I am talking about a real service at scale without disconnected periods. They will need hundreds of satellites, and time will prove me right, remember this. \- Why only bring up the failed EV companies? What about BYD, which is \*more\* profitable than Tesla? This is not worthy of a reply. \- The "retail shills who sold" are still shilling it. What's your source that they sold? And why would they continue shilling it in that case? For example, Kook is continuing to post his weekly reports. I got my sources, every single one cashed out. Some may still retain some stake. They still have an incentive to appear bullish and push the narrative because their remaining stakes is dependent on retail continuing to hold the bag and to allow the company to dilute more as they will need billions more.
Appreciate a good bear take but see lots of misleading claims here: \- No, the bull case is not dependent on them becoming a near monopoly. In what industry has that ever been true? Why would it be different here? Just as multiple MNOs exist, there's enough satellite pie for multiple players. \- Yes, ASTS has delays, but so does every one of Elon's companies, by years. Your point? \- Nope, they only need 45 to 60 satellites for continuous, commercial U.S. coverage. \- Why only bring up the failed EV companies? What about BYD, which is \*more\* profitable than Tesla? \- The "retail shills who sold" are still shilling it. What's your source that they sold? And why would they continue shilling it in that case? For example, Kook is continuing to post his weekly reports.
BYD outsells tesla like 3-1. The only reason you think tesla is doing well is because the US bans BYD from being sold in the USA. Sooner or the later that will be lifted or the chinese turn around and go we;ll ban tesla as well then.
Why not allow BYD in the US and let consumers decide what’s best for them? It should be an open market. Give capitalism a chance.
Bruh doesn’t allow cheap and better Chinese ev like BYD in America but wants competition in India. Talk about hypocrisy
BYD to the MOON :pray: :pray: :pray:
No shot youre a real person... Tesla and the US government are forcing Tesla to stay afloat. The second BYD enters the US its over for Tesla lol. Starling is also ass. And hasnt he been choosy about providing service? Nothing says confidence like calling Elon a bitch and hin trying to rage cancel your phone plan lmao.
内地的钱和东亚的钱都集中到半导体上去了,港股流动性枯竭,国内新能源竞争到了最激烈的阶段,全部车企的利润加起来不如宁德时代一家电池企业。即使是龙头比亚迪也表现不佳,现在没人知道哪家企业能活到最后,蔚来当前的车型有腾势(BYD),问界(华为系),理想,极氪和它竞争
国内的钱都集中到半导体上去了,港股流动性枯竭了,而且新能源车企正陷入价格战泥潭,没人知道谁会胜出,即使是BYD也表现不佳。
BYD cars are allowed in India, Australia, Japan, UK Europe and 121 countries. But BYD is not allowed in USA due to Tesla. Is Elon Musk real Boss of USA?
BYD and all Chinese electric still do not have the self driving like Tesla, not even close, only lane tracing basically. But they do all have the blue light that's shows it's in that mode which is cool.
The right wing stans that cry about regulation and want a maximal free market should be advocating for BYD to be allowed to be sold in the US, and yet they aren't- strange.
“AI post lmao” is what people say when they can’t rebut the numbers. Forget who wrote it. Are BYD +144%, Chery +280%, Leapmotor +450%, and Chinese brands above 11% of the broader European market wrong? If yes, show the correct data. If not, “AI” isn’t an argument.
This is true. Ive talked to some folks in India and owners there see BYD quality as terrible. Inverse Reddit. This sub is just an echo chamber of terrible sentiment.
You might want to look at what is actually happening outside the US before lecturing people about economics. “Do you seriously think any sane country would allow a heavily subsidized product to flood their country?” Yes. Look at Europe. The EU investigated Chinese EV subsidies, concluded they were unfair, imposed countervailing duties — 17% on BYD, 18.8% on Geely and 35.3% on SAIC — and STILL allows these manufacturers to sell their cars across the EU. It didn't ban them. It adjusted the playing field and let consumers decide. And consumers are buying them. Across the broader European market — EU + UK + EFTA — Chinese brands reached about 11.3% of new-car registrations in August 2026, up from 7.1% only a year earlier. That isn't some hypothetical future Chinese invasion. It's happening right now. Look at the January–August numbers: BYD: 234,099 cars, +144% Chery: 207,871, +280% SAIC/MG: 230,290, +20% Leapmotor: 73,297, +450% BYD alone is now selling more cars in Europe than Tesla over that period: 234,099 versus Tesla's 191,787. And in August alone: BYD: +128% YoY, 3.1% European market share, up from 1.4% Chery: +218%, 2.7% share, up from 0.9% SAIC/MG: +32%, 2.5% share Leapmotor: +220%, 0.9% share, up from 0.3% Those aren't internet commenters “demanding BYDs.” Those are actual vehicle registrations by actual customers. Even ACEA — the association representing Europe's established manufacturers — says cars manufactured in China already accounted for about 7% of EU car sales in 2025. So your argument that “no sane country would allow this” falls apart immediately. One of the world's largest and most heavily regulated automotive markets is allowing it right now. Europe isn't naïve about Chinese subsidies either; that's precisely why it imposed countervailing tariffs. The difference is that tariffs are not the same thing as banning competition. You can argue that Chinese state support gives BYD an unfair cost advantage. That's a legitimate discussion. You can argue that Europe should protect domestic manufacturing more aggressively. Also legitimate. But pretending there is no genuine demand for Chinese cars, or that allowing them into a major Western market would be economically unthinkable, is contradicted by what is already happening in Europe. BYD +144%. Chery +280%. Leapmotor +450%. Chinese brands already above 11% of the European market in August. At that point, saying it's all just “Tesla haters desperately wanting BYD” isn't analysis. It's coping.
The Model Y fell from #1 last year to #7 in Norway and doesn't even rank in Germany now, according to this years data. Keep living in the past. BYD passed Tesla in sales in Germany back in January.
In Germany, Tesla had 3,152 sales in January 2024, 1,277 sales in January 2025, and 1,301 sales in January 2026. All this while BEV sales in general grew by over 29% in 2025. That doesn't look like Tesla's doing great to me. For comparison BYD sold 2,629 vehicles in Germany in Jan 2026 compared to 235 units in Jan 2025 and didn't exist in Germany as a brand in 2024. [https://motorvibe.net/byd-overtakes-tesla-in-german-ev-sales/](https://motorvibe.net/byd-overtakes-tesla-in-german-ev-sales/)
After the 2026 numbers are out, this argument will finally be put to rest. Tesla sales have falled month over month in every country including the US. In places like Norway where the Y was the #1 selling car for 3 years running, it's finally fallen to #7 in the August data with VW ID.4 taking the #1 spot. and Xpeng and BYD taking the #5 and #6 spots. [https://bestsellingcarsblog.com/2026/09/norway-august-2026-bevs-at-record-98-7-share-vw-id-4-1-bmw-ix3-3/](https://bestsellingcarsblog.com/2026/09/norway-august-2026-bevs-at-record-98-7-share-vw-id-4-1-bmw-ix3-3/) But monthly sales data is hard to collate into a year on year comparison which is what everyone cares about. Just have to wait till next Feb to get year end final sales from across Europe to show TSLA is cooked.
Tesla's not number one anymore in Norway August sales data. Tesla Y sales fell -79.2% to put them at 7th place. VW ID.4 is now #1. Xpeng and BYD passed Tesla with #5 and #6 showings respectivly. Numbers don't lie. Tesla sales have been falling for a while now and there are just so many more options. [https://bestsellingcarsblog.com/2026/09/norway-august-2026-bevs-at-record-98-7-share-vw-id-4-1-bmw-ix3-3/](https://bestsellingcarsblog.com/2026/09/norway-august-2026-bevs-at-record-98-7-share-vw-id-4-1-bmw-ix3-3/)
You're full of shit. Ford build a giant battery factory in partnership with CATL (a chinese company). Ford wanted to manufacture batteries for EV and Utilities. The unions wanted to manufacture batteries for EV and utilities. The factory was finished and started production but then trump steps in and makes them shut down because they're using Chinese tech. Every other country in the world allows Chinese autos in now. Canada was the last holdout with the US but trump fucked that relationship too. Ford closed up manufacturing in Brazil and sold the plant to BYD. BYD is now the most popular car brand in Brazil 2 years later. Ford fell behind BYD in unit sales globally in 2025 making BYD the 6th largest auto manufacturer in the world (soon to pass Stellantis). Geely and SAIC made it into the top 10 as well. Your protectionism has failed and all you're doing to making American consumers think your possition is bullshit because your position is hypocritical but you refuse to admit it. Everyone can see the US just can't compete anymore so the US is just putting up trade barriers everywhere and banning the import of products from all over the world, not just China. All the US is doing is fucking the average person with shitty products that cost to much and people know it.
I'm looking forward to BYD opening dealerships in Canada in 2027. The BYD Seal is decades ahead of the Tesla 3.
Same here, got picked up by a Tesla 3 and it's way inferior than the BYD Seal. Less confortable, the plastic was cheaper, there was screeching sounds, etc. I was impressed by the Seal's insane legroom.
They choose Tesla for status or because it's a better car? Took Ubers recently that used the BYD Seal and Tesla 3, the former is an econobox compared to the BYD Seal.
A BYD Seal is more expensive than a Tesla 3? If it is, it should. The Tesla 3 is an econobox compared to the Seal.
BYD is able to sell equivalent or better quality cars for 5k less per unit than Tesla. Less than 300$ (5%) of that advantage comes from government subsidies and grants. Tesla's final price is also influenced by government programs and tax credits.
In terms of raw, immediate cash injections per car rolling off the line today, Western manufacturers are heavily supported. Current direct Chinese subsidies are actually fading out. Accounts for only about 5% (or ~$292) of BYD’s $4,700 per-vehicle cost advantage over competitors like Tesla. BYD manufactures nearly 80% of its components in-house, saving about $2,369 per vehicle. Lower engineering overhead and domestic talent costs provide a $1,719 per-vehicle advantage. Western and traditional domestic manufacturers suffer from high supplier markups and outsourced overhead. By comparison, regarding subsidies, the U.S. Inflation Reduction Act (IRA) provides up to $7,500 in consumer tax credits per eligible EV, alongside multi-billion-dollar manufacturing grants for local battery plants. Europe also utilizes multi-billion-euro purchase grants. Claiming BYD sole advantage is China's government subsidies is intellectually dishonest considering their almost 5k per car advantage versus Tesla comes from their production ecosystem innovation.
All were / are subsidized. And BYD is losing market share for even cheaper and huge price wars between China EVs. How is that a point on BYD not being able to demolish the US market? ALL those competitors driving BYD down, ALL of them would demolish US market, some of them just don’t have or intend to have global presence. Xiaomi. Xpeng. Geely. And add some salt on wounds with slowing economy. I just don’t get what you think the latter half of your message even bring into this conversation. There’s quite honestly no relevance. Check BYD’s sales number in Europe during that same period you are referring to?
>BYD is heavily subsidized... You think the American voters want the government to spend tens of billions of $ subsidizing EV's every year? Boy do I have news for you! >Chinese government is subsidizing BYD and other EV companies because they want to take over the auto sector and destroy these countries economically. America is doing the same exact thing. Tesla would be massively unprofitable if not for all the tax breaks and subsidies they get. But I guess it's only bad when China does it.
While in Europe, Uber picked me up with a BYD Seal 2 days in a row. Amazing leg room, everything looked premium, luggage could fit easily. The 3rd day, it was a Tesla 3. It looked like a cheap econobox compared to BYD. Drastic contrast.
With all due respect with the amount of direct subsidies American car manufacturers get and the amount of price gouging they have been doing I couldn't care less. Also I looked it up. The estimated amount that BYD cars get in subsidies is about 300$. The cost difference between a BYD and a equivalent Tesla is about 8 to 10 K. So even then American Cars companies are ripping you right off.
Thanks for a succinct explanation and very civil discussion. Thats a rarity on reddit these days. Ive been telling my friends about BYD exactly your points but they’re all “huh, Us bad, China cars good” bs
You don't even understand what you're talking about. I've been investing in this space for over a decade and I personally have connections to people who work in the EV industry in China as a parts distributer. I just gave you a reason why the U.S. isn't subsidizing EV's... Because you need Congress approval to get these spending bills passed and because many of these states/cities rely on ICE vehicles for their economy, subsidizing EV's could effectively mean they lose their jobs and votes... Do you understand the differences in how government works in China versus America? Clearly you don't. People aren't 'demanding' BYD's here, lmao. You also apparent It's just you Tesla haters who want BYD to desperately come here because you're upset that Tesla is the only one dominating EV's in America. You can't stand to see it. Just the fact that you think Tesla is inferior to BYD in every way, you clearly have no clue what you are talking about. Do you seriously think any sane country would allow a heavily subsidized product to flood their country, destroy their economy, and just accept it as standard? If BYD had to manufacture in the U.S., do you seriously think you'll be able to buy BYD vehicles at the prices you can get them for in China? What kind of business school did you attend or are you just here to act stupid?
Why didn't you buy a Tesla EV when it was for $35k after the EV tax credit? You're just ranting and making excuses. BYD is heavily subsidized... You think the American voters want the government to spend tens of billions of $ subsidizing EV's every year? That's a great way to lose votes and not win elections. Chinese government is subsidizing BYD and other EV companies because they want to take over the auto sector and destroy these countries economically. It sounds like you want Chinese products to flood every country and destroy jobs in the U.S.
I don't give a shit if BYD is for "lower class". I just want a car to get me from Point A to B without being charged up the ass. And apparently millions of other people feel the same If China's subsidizing BYD, why isn't the US government doing the same with American EVs? Are EVs only supposed to be for rich people in the US?
Heavily subsidized by the Chinese government so why would other countries allow a heavily subsidized government product to flood their country and destroy their auto industry? It's like you guys can't think. Also, you should honestly understand the market. Only the lower income class in China buys BYD. The ones who can afford it choose Tesla. Ya'll are just sour grape haters who don't even understand the market. Just babbling cause you dislike Elon.
Because BYD is heavily subsidized by the government to essentially be a loss-leader so they can flood the auto industry globally and destroy other auto companies. It's also funny that you guys don't even know WTF you are talking about. BYD YTD has a 40% decline in EV sales in mainland China... So what's your excuse there? Is BYD prevented from selling in China as well?
I see BYD cars all over Latin America... not that many teslas.
BYD delivered about 275,000 more this quarter. Up 37% from Q2 and up 30% year over year vs Tesla’s up 1.2% from Q2 and down 2% year over year. Note there are no BYD cars being sold in Canada and the United States. Not yet anyways!
we rode in a BYD Seal uber in Madrid, what a gorgeous car, makes teslas look like absolute dog shit
Sat in a BYD uber in both Asia and Europe this year and i know exactly why the US gov banned them Tesla is inferior in every way (plus double the price)
tesla is only selling because the us gov banned BYD from coming over here. this car is inferior in every way
You know the saddest part of this? The fucking government will step in (on our behalf, of course) and bail them out because everything in this country has turned into a *”legacy company” and can’t fail in the eyes of this administration.* *Same shit as BYD not being sold here. Don’t wanna put GM or Ford in a position to where they have to innovate and build an affordable EV.*
BYD hostile takeover of Tesla. Automatic US manufacturing.
Deal with Volvo Deal with Mercedes Rumours about deal with BYD. This is only the beginning. BlackBerry IS the next SANDISK.
I dunno. I kinda think the US, China and the EU are all gonna go broke in the long run. Until then, imma run my 10kW system and drive my BYD till the wheels fall off. Governments really don't think about money the way we do. It's so weird.
Is that why the model Y is the 2nd most sold car in China last year? Selling more than any BYD car
BYD cars are so much better it’s crazy
what is your opinion on BYD ?
Well, they are the exact same as any other chinese EV. From the inside you would struggle to differentiate BYD, Cherry, Jaecoo, Geely, XPeng, Seres, etc