BYD

TestingThrowaway100

BYD stock being down 50% seems like a discount no?  They’re eating legacy automakers for lunch and vertically integrate the entire production process of their cars. 

Bunsen_Burn

BYD has overtook Tesla in EV sales and they are just getting started.

fallingdowndizzyvr

> When Uncle Sam and private companies have conversations, there are firm upper limits to what the USG can really ask of Apple's lawyers Yes. Like give me 10% of the company. https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html Or the government takes the whole thing. https://www.fhfa.gov/conservatorship Or the government seizes, sells it off and then keeps the proceeds for themselves. https://www.npr.org/2008/09/26/95076177/government-sells-washington-mutual-assets So yes, other than just little things like that there are super strict limits. > China's national security laws do not afford such two-way dialogue and compromise, the party gets what it wants or your CEO disappears for a few months. That's BS. The Chinese government has been trying for a long time and have made multiple demands that BYD stop the EV price war. The fact that that they have had to make multiple attempt should tell you how well BYD is listening. Which is not at all. > It is the opposite scenario in China. Again BS. Just like in the US, getting a military contract in China is a cash cow. In fact, any dealing with the Chinese government is a cash cow since the big lever the Chinese government has to do anything is to throw money at it. So if the government decides to build a highway where your house is standing, it's a lottery win. Since they will pay up to entice you to sell your house. In the US, the government will just seize it and pay you whatever it wants.

rTpure

Ironically, you can buy an Apple phone and Tesla in China, but you can't buy Huawei or BYD in America

New-Performance-7047

I believe that oversimplification is the problem. China has the worlds largest middle class population. Labor is not cheap, it’s efficient. Our kids don’t want to go to school to learn how to engineer video games they just want to play them. Americans don’t want to learn about the world we want the world to learn about us. You do the work, we get to relax. Americans don’t strive for worker excellence anymore and it’s not incentivized by the corporate elite either. BYD has a $10k EV that has all the tech possible included in the price that America makers charge premiums for. Our National debt is trillions and we keep making billionaires out of individuals. Until we look at what is really happening objectively we will keep losing.

Odd-Combination6727

Yeah, I see how BYD is flooding US market. Tech is the only thing US can control right now, but sure let China take a part of the cake :) Anyway even if Trump would agree CXMT is attempting to produce HBM3 which is older generation and their expected capacity by the end of 2026 is only 60k waffers. Huge part will just go to the Chinese Data Centers.

IamRohitKGupta

Not regret but holding a bag of BYD down roughly 30%. I bought it because of the tech 🤭 and export story.

WrexyWrex

[BYD documents 12 min charging at -22C for \~1000km range for city driving.](https://bsky.app/profile/earthsciinfo.bsky.social/post/3mpa5qwr2622y)

Extreme_capetown_snu

BYD

FrankSand

BYD

mikaeelmo

Hypotheticals... If robotics become commoditised at some point in future (which I think is likely possible), does BYD stand to lose or win in such scenario? e.g. Do they have strong consumer robotics/electronics branch? Is their battery making well positioned to supply? Could they pivot somehow? etc.

Samjabr

damn, BYD about to put Euro automakers out of business.

Human-Director-7850

I thought that too for the last BYD run and missed on doubling my investment.

OzTheMeh

Are you telling me that a startup company isn't worth more than all the other companies in the industry combined?! Next, you're gonna tell me that Tesla isn't worth more than the entire auto industry even through BYD is matching is business toe to toe while also have state sponsored backing if things go south.

40StoryMech

Goddammit, you motherfuckers, if I end up with 1000 Wendy's shares along with my SPCE and BYD, my wife's boyfriend is going to literally shit on me.

BRodIsRad

Genuine question, can't the BYD self drive or is that just self park?

jrex035

Jesus the BYD chart is wild. Down almost 40% in the past year and more than 16% in the last month. Since the April high its gone almost straight down. The 5 day chart is genuinely hilarious, it looks like stairs as it gaps down at the open every day and stays flat the rest of the day

ProofByVerbosity

I dont disagree thats huge...but none the less Reddit has been saying it will go to 0 for years now. Also, BYD doesnt go into space, so that doesnt apply to spacex. They are the alpha in that sector. 

Infinite100p

The only thing saving TSLA from going under is the protectionist policies that prevent BYD from destroying Tesla. BYD is taking over elsewhere in the world.

Decent-Photograph391

BYD cars on American streets are not “illegal”. They are just subject to tariffs if being purchased and registered in US. If they are “illegal”, US Border Patrol would’ve refused to let them enter the country. They are bought and registered and driven into US by Canadian and Mexican residents, and that is perfectly legal. This is no different than any makes and models available in Canada and Mexico but not sold in US.

Cbo305

It certainly would have is tariffs weren't implemented to protect it from BYD.

TroubleSad5402

Fair, and I think we actually agree on more than it looks. You're not calling them fake companies anymore, you're calling them overpriced. That's a real and reasonable position. I just don't think "overpriced vs. current output" means "scam." "BYD makes cheaper EVs" and "Tesla is overvalued as a car company" are both true, and neither one is the gotcha. They're the same observation I've been making the whole time: this isn't priced on what it builds today, it's priced on a bet about what it becomes. You can think the bet is dumb. But calling it a scam is a different claim than calling it overpriced, and that's the only thing I've been pushing back on. Your TSMC example is the cleanest way to see why. TSMC functions and prints money, and it's worth less than these. But that's not a contradiction, it's the market saying TSMC is mature with limited upside, it's priced in and will be what it is moving forward with growth, while the Musk bets are priced on being early on a steeper curve. That's a wager on rate of change, not a pricing error. You can absolutely think the wager is bad. But it's financial logic, not the absence of it. Just a philosophical stance. So, the "valued above what functions today" thing isn't unique to Musk, it's every growth stock ever. Amazon did it for two decades while profitable retailers traded cheap. Sometimes the market's wrong about that, sometimes it's right. But it's normal, not fraud. So yeah, it's speculative and he may never deliver. That was actually my original point, this doesn't compute under traditional value mechanics, which freaks people out, but freaking people out isn't the same as scamming them.

petertompolicy

In 2020 Tesla was growing quickly and everyone thought the growth of the EV market would benefit them a lot more than it has. Tesla is at the same price point it was at in 2021 and is extremely overvalued now. BYD is the biggest EV company now. It used to grow, it hasn't in five quarters. Now Elon has saddled it with tons of debt for his ridiculous payout and continued to dilute the value of shares without growth. Terrible investment today, was a great investment in 2020.

According-Bat162

1. BYD is not cheap. Tesla is just expensive. It also falls miles behind in terms of the features BYD offers. Regarding, repair and service network, the argument falls flat because US is not a level playing field to begin with. They don't have an equal scope of expansion. Regarding standards, if you were to actually see what Chinese EVs can do, at the prices they are being offered at, you'll realise what standard is. Tesla is not winning against BYD. Not in terms of the Tech, definately not in terms of the Price. It however wins in terms of the valuation. It's insane. Just like spacex. 2. You can talk million miles about what SpaceX is doing with their rockets, the reality is it's only 10% Of their business. Rest of the shit is xAI. And you've already admitted that xAI is not the best model. I don't know why you keep saying that the whole operation is not a scam. I know it's not. We know xAI works. It's just not worth that fucking much. If you go to a taco stand in LA, and they serve you the best Tacos you've ever eaten in your entire life, they can't charge you 100k for a serving. A thing being intresting or sought after doesn't give it the permission to be priced at without any financial logic. 3. TeraFab hasn't happened yet. It was also not the promised part that was going to make the most money. Don't shift the goalpost and listen to wtf he is saying. He's asking 2.6 trillion from you because he said he'll put humans on mars and make data centers in space. That's what worth 2.6T is. Not any of the things you've mentioned here because even TSMC is not valuated at 2.6T. Not to forget, TSMC IS NO PIPE DREAM. IT'S ACTUALLY FUNCTIONAL RIGHT NOW. All in all, Musk's ridiculous pipe dreams are valued more than companies on this earth, functioning and creating value as well as profits right now. Let it marinate in your mind. That's like saying A movie Idea in mind if Wes Anderson is worth more than Avatar after it went blockbuster.

TroubleSad5402

You got fair points but well, here: 1. BYD makes great cheap EVs, we have no clue how well they'd REALLY do in regards to repair networks(think Hyundai vs Toyota services) and holding up to regulations. Tesla built the thing man, a whole charging network here, that's theirs. Everyone else has adopted THEIR network. BYD doesn't really set a standard, they make a lot of EVs, that's it. 2. SpaceX vs NASA is an argument back in the early 2000s, "no way they'll compete". NASA also ..does NOT do the samething. NASA never landed and reused an orbital booster ....ever. SpaceX does that routinely and dropped their launch costs by a huge magnitude man. Did you know NASA pays SpaceX to launch it's astronauts and cargo? 3. On the AI point, SpaceX and xAI are completely separate(even if SpaceX owns it). Sure I'll give you the Grok statements, it's definitely not the best model right now, but that's an argument that xAI is behind on models, not that the whole operation is a scam. Here's the part that actually answers your "what's non-traditional" question though. The real bottleneck in AI isn't who has the cleverest chatbot this quarter, it's compute, and compute is gated by chip supply. Right now basically three companies on dang ol earth make chips: TSMC, Samsung, and Intel. Every AI lab, OpenAI, Google, all of them, is fighting over that same constrained supply. Enter TeraFab, we could file this under a "Musk dream" but ...I dunno, it's probably going to happen. So to actually answer your question, the non-traditional part isn't inventing brand new catagories. It's collapsing the cost structure of existing ones(launch, EVs, charging, chip foundries, orbital datacenters) through vertical deployments, it's basically absorbing the risk NO ONE else is taking. That's real wehetner you like it or not guy.

Big_gy_B

It depends on how it will look. Yes, they "copied" Tesla by making the BYD, but they didn't copy Starlink, for example

According-Bat162

What is non traditional about his companies? No seriously. Tell me? What is so groundbreaking about his companies. Tesla makes EVs. So does BYD. At fraction of the cost and they can actually win the competition of US market was allowed for them to have a fair fight on. Then SpaceX. It's a space exploration company, but Nasa does the same thing. Yes they made Reusable rockets and currently they operate a lot of satellite launches along with managing star link, but it's all clear, from his own S1 that SpaceX is mainly an AI company. Than from his own fucking word, Grok is far from being the best model of AI. The only non traditional thing about Musk is his outlandish targets for his companies that he never archives and his utter shameless nature that allows him to take no accountability for that. Then there's his monetary power due to already inflated valuation of his companies that guys him a lot of Political power as well, allowing him to bend the financial rules of US markets in real time so he can steal pension funds for his goober enterprises. His cult, yeah, that is something that you can never forget. These are the only non traditional things about him and his companies. Rest everything, is entirely traditional and it is far from being the best in the market, especially for that value.

beachsandwichen

And it’s gonna be right behind BYD as the leader in the ev space I just don’t get it

LuckiestHedgehog

Can I have someone who's knowledgeable advice on BY6 stock (BYD) I'm currently down 30% which isn't a massive deal as I'm up 75% overall in my portfolio but it is by far my biggest loser. I could DCA more but frankly its sort of hit my level of risk tolerance. It's been all doom and gloom since the stock split but they seem to be poised ready to grow massively in markets outside of Asia Thanks

satansprinter

Recalls happen by every brand (well, those that fix the issues). The issues with unable to repair is with all evs a thing. Near me we have a BYD seller / fixer, they know their cars so.. yeah

apflaw

https://www.gbnews.com/lifestyle/cars/chinese-electric-vehicle-mechanics-cars-repairs There are a lot of reliability issues with their evs now imagine waiting months because no one knows how to work on them and parts take forever. https://www.drive.com.au/caradvice/are-chinese-electric-cars-reliable/ JD Power's China NEV study shows problems per 100 vehicles rising sharply to 210, especially in driver assistance faults, and interior issues tied to rapid model rollout. https://www.autonews.com/ev/ane-china-evs-value-loss-german-rivals-0521/ In Germany, Chinese EVs lose value twice as fast as competitors, resale drops around 47% due to limited service networks and buyer doubts about lasting support. Many ev companies are rushing the next big thing (Huawei) which cuts the value of their "flagships" https://www.reuters.com/business/autos-transportation/chinas-byd-recalls-88981-plug-in-hybrids-over-power-battery-issues-2025-11-28/ BYD recalled nearly 89,000 plug-in hybrids over power battery consistency problems that can limit output and create safety hazards

shitholejedi

BYD had a total of roughly 200k sales in China for May. The shocker would be 3/5ths of that being EVs and not hybrids which even BYD doesn't believe. You people genuinely will make up anything in defence of this.

Forward_Ant_9074

Chinese tech is relatively quite cheap (BABA, BYD, etc.) Look into it Personally wouldn’t recommend investing in US tech at this point tbh… kinda way too bubbly

Bellfast123

The only way elon gets to mars is if he's standing on top of a manhole cover during a nuclear test. Transport cost alone would eat the value of any raw material mars produces, let alone extraction cost. And if by some dream it was possible, a real company would come along with real expertise the same way BYD did for Tesla. Oh good, a trillion dollar boondoggle instead of healthcare. again. Neither of those things make SpaceX any better. It just means they don't have to try very hard. Anything going through Elon will end up the same as everything that's gone through Elon so far: Extremely expensive and utterly shit. That's true of literally any index fund.

OkChange9119

Is that so? Then why can people in China choose between BYD and TSLA but, conversely, people in the US do not have the same choice?

AuspiciousApple

Fundamentals are real. If the Strait of Hormuz opens, the oil price will surely rise (since keeping it closed lead to oil prices falling or not rising). And rising oil prices will increase demand for electric cars. So BYD stock clearly will fall further.

fcsar

Almost every Uber in my city (latin amer) is a BYD

No-Example-5107

BYD is deploying 2.4x more charging power per month than Tesla. BYD also has home and grid scale batteries. Tesla's robots are years away from being a product you can buy.

TechTuna1200

BYD and Xpeng cars are starting to become common here in Copenhagen. 3 years back they were a rare sight

AmbitiousEconomics

Tesla sold 47k EVs in May in China, BYD sold 165k. That is just pure EV no hybrids.

Most-Whole-4220

I wish BYD stock had never come to me

shitholejedi

BYD is only a thing because of Chinese protectionism of its auto industry. And Tesla outsells BYD in the EV segment within China itself. BYD's primary sell is hybrids.

Specialist-Rub-7655

Don't worry, if you live for the next 20-30 years it'll pay off. Remember, China has existed and functioned since before the birth of Christ. Sooner or later we will all be either speaking Chinese or driving a BYD. Maybe both.

OkChange9119

BYD has a better and cheaper product than TSLA but will never have a foothold in the US market because of protectionism (aka lobbying).

trust_it_bb

Reminder TSLA destroyed its moat in EV and got gangbanged by China. He IPOs spacex and is replaying the same playbook by attaching twitter and pivoting to data centers. RKLB is going to do what BYD did to spacex. This is financial advice.

Caliguta

You really don’t think that SpaceX will be the only one do you? BYD is already miles ahead of Tesla…. SpaceX will follow the same pathway ….

Diligent_Advice7398

Leagues behind BYD

werner-hertzogs-shoe

I still cant fathom it. I would have shorted it a long time ago if I wasnt aware of how much delusion was involved with propping it up. They are almost certainly going to get their ass handed to them by china in electric cars and robots. I rode in a few BYD cars in europe recently and they were great, if we didnt have the extreme protections in the US they would already be destroying tesla here. Europeans and most people on the left now want nothing to do with the company and right wingers still don't like electric vehicles for the most part. It will be the same with robots, they are FAR behind and have no prayer of being price competitive if they do catch up. Smoke, mirrors, hype and a string of false promises.

Bosfordjd

Yeah I wouldn't bet on rivian. Overpriced and unrepairable, they will only work for people with more money than sense, and insurance costs will be stupid if they've ever get any real market share on the roads. Their only market will remain the US as BYD dominates globally.

Rune_Council

Tesla is on life support as it transitions from cars. Elon burned his main market to go Alt Right and his new market doesn’t buy electric cars. Refusing to innovate in design with constant enshitification of the product wasted the tech lead Tesla once owned. Outside of their diminishing presence in the US market they’re being absolutely savaged by BYD’s success.

mohelgamal

This is a line that people keep saying but it is contradictory to reality. He dragged the auto industry kicking and screaming from fossil fuel and forced them to compete in the EV space, he opened up all the patents from Tesla for others to use which is the reason companies like BYD managed to actually make competitive EVs. He even opened the super charger network to other brands which was Teslas biggest advantage and his super charger network is the still pretty much the only charger people can rely on. He also advanced the solar power cause in spite of great deal of resistance from the oils lobby US government (both Republican and democrat). Tesla is doing a huge amount of work in Australia and Europe with massive growth in that some of his promises come late, but they do come where everyone else says “impossible” Yes, the whole politics, Doge, USAID cuts were a massive failure, I will totally admit that. But the democrats declared war on him well before he buy Twitter and well before he gets in the right wing hellhole. The but aside from that, he is contributing more to the cause of sustainable abundance more than anyone.

mrbezlington

Holy shit, I stand corrected. I've driven both a BYD Seal and a Model 3. The seal takes it, and it's not even close.

fear_nothin

Tesla hasn’t been ground breaking since 2019. It’s literally just a car company now. The only reason Tesla hasn’t folded is because his other companies buy their work cars from Tesla. It’s easier for him to lobby against BYD than compete. He knows this. Which is why the land of the free has banned Chinese EVs. It’s just simply less hassle for him to manipulate the US government then run a good business. When he is gone someone that actually knows how to run a company vs manipulate stock value will have to find what’s profitable and cut anything that isn’t.

SvenTropics

Back in 1999, I remember reading about a .com company that went IPO with no business plan, no product, no income, and no plan to make money. They literally were just raising capital. The stock soared at IPO. A year later, it was delisted. What we're in is a bubble. It makes no sense. Data centers in space never made sense, nobody wants to live underground on Mars, Starlink already has almost all the subscribers it will have. Grok is like the 5th best AI right now by a long margin, and BYD is gonna take all of Teslas business when they are finally allowed to import them into the USA. We are in the bubble right now. The canary in the coal mine will be SpaceX when it crashes. There's money to be made between now and whenever it pops, but then there's a lot of money to be lost. Act accordingly.

mrbezlington

You're trying to narrow the field so Tesla wins. I'm not convinced it does even just in a heads-up against BYD on its own, but that's by the by. But, for this example, sure let's say the only manufacturers Tesla are competing against are those in your post above.

atcgriffin

So by your admittance, BYD, Xiaomi, Geeley and Chery are Tesla’s EV manufacturer competitors for then next decade? Sir, I’m trying to discuss Electric automobile manufactures that compete and will compete with Tesla in a discussable future. How is this “goalpost” ridiculous? I’m trying to compare like types. Also, I grant you BYD.

atcgriffin

So by your admittance, BYD, Xiaomi, Geeley and Chery are Tesla’s EV manufacturer competitors for then next decade?

atcgriffin

As per my limited knowledge on topic, no ice automaker that makes EVs on the side is profitable on there ev sales. Therefore ev car makers that are 100% identical to Tesla in that ev cars are their only product and profitable are Tesla competition. So, BYD and who else fits that bill?

atcgriffin

Large ice divisions have been a hindrance to that company’s movement to electric vehicles. What major automotive company is dedicated to electric vehicles? You named BYD, which isn’t ice dependent.

mrbezlington

BYD, Xiaomi. Geeley and Chery have only just turned that corner on EVs, but have large ICE divisions to lean on.

atcgriffin

Tesla has been profitable year over year since 2020. All credit to BYD but Tesla has changed American automotive manufacturing and the world’s view on electric cars, storage. I don’t think it’s a far out belief to say so either.

mrbezlington

How is making an unprofitable car company shaping our future? Surely BYD would have more of a say in that, given that they're making far more cars, and making money doing it? SpaceX is undeniably a cool company, but it's already pretty much at capacity, and struggling - seemingly - with the next stage of its development. There isn't enough demand for lift capacity to make SpaceX as valuable as Musk claims it is. Most of the valuation hinges on Grok AI becoming more purchased than food. Which sounds optimistic.

Dilated2020

Idk how long Musk can keep Tesla’s valuation up. The company is losing ground to competitors like BYD and his recent political antics tanked the market for Tesla in Europe. Tesla is surely to mount growing losses. Also, SpaceX is likely to suffer once the political winds change. I imagine Democrats will be out for blood concerning Elon.

-MullerLite-

You're ignoring the fact that his companies are pioneers in their respective fields. Tesla was the first EV company to make a profit on their cars, and BYD is the only other competitor to make money.

New-Performance-7047

Healthy competition in the market is great unless my guy is gonna lose! Hey Mr 1/2 Empty Glass, how about it changes domestic manufacturing for the better, same way Japanese autos got our makers to offer better mileage and efficiency. How about, it changes the focus to providing the best possible product to consumers from providing the best possible return for the board. ( which if done correctly can deliver greater return in volume for the board ) BYD coming to America will not wipe out every competitor here! You have very little faith in people’s desire to work and make money.

FIalt619

That’s kind of surprising, I thought he’d be seen as the competition to BYD, Alibaba, etc.

pondermoreau

is this a sign to buy BYD...?

Wizofsorts

**March 2022 / Q1 2022:** It became the **best-selling SUV/crossover in China** (not just EVs—across the whole SUV segment). **2023:** It became China’s **best-selling SUV overall for the full year**, with about **456,000 units sold** domestically. **2024:** This was the biggest milestone — the Model Y became the **best-selling passenger car in all of China**, beating every sedan and SUV, including the BYD Qin Plus. Sales were reported at roughly **480,309 units** for the year.

pissposssweaty

> That said if they get self driving working without lidar, the demand will suddenly be gigantic There might be huge demand if that happens but there's no moat. The competitors exist and will be able to transition from current expensive LiDAR rigs to cameras + cheap LiDAR pretty quickly, even if they're behind on camera alone driving. Just like how BYD is starting to eat Tesla's lunch on electric cars.

AdmirableJudgment784

All it takes is a certain president to open the flood gate for BYD in America to basically wipe out every competition in the US. It would wipe out so many jobs, tank the economy, and become a national security risk due to foreign electric car surveillance.

PooPooPointBoiz

I don't understand how Elon has so much pull and influence. Especially after his swing to the far right. Tesla seems like it's dying. BYD is fucking over tesla on the world stage. They're pivoting to fucking autonomous humanoid robots? Come on dude. Killing off the S and X? What kind of BS is that? And yet TSLA is still at like a 2T market cap? And because SpaceX has some nasa contracts, it is also now worth 2T? What the fuck?

Ok-Blood4340

Who’s calling BYD a scam?

DimMak1

BYD electric vehicles are 100x better than Tesla shitboxes

dvdmovie1

"(I thought it was as sure of a bet as anything at that time.)" Automobiles have - with few exceptions (Ferrari, Toyota, BYD, Tesla) been medicore investments. Musk has talked about the difficulties of the industry before (anyone remember "bankwuptcy?") and the 2020-21 EV move was a bubble. There was a 3 wheel EV company that made incredibly goofy cars and whose CEO had a banjo concert on his porch at the end of the conference call and yet that stock mooned - until it went to 0 right after. "do not plan on ever buying an IPO again." That's fine but you're basing it on a very mixed bag of examples.

LostAbbott

They won't, at least not with cars alone.  They have a chance selling SAAS, plus some of the other stuff they are doing, but I am skeptical.  Mostly I was just noting that companies like BYD are almost entirely supported by the Chinese government.  It would take them at least a decade to stand up on their own and that would require significant price increases.  I have never seen one of their cars, but I hear they are pretty good quality...

ZenCrisisManager

In case you missed it, Chinese car company BYD has now overtaken Tesla as the world wide leader in plug-in electric vehicles. And China's second largest EV player, Geely's sales are also grabbing huge amounts of market share. It's true that in the US the cancellation of federal tax incentives and the general posture of the current administration is a drag on US EV sales. And while they are not dominant, Ford and General Motors and the pure EV start ups are all steadily growing their production volumes and eating away at Tesla's market share. It's worth noting, however, that the US only accounts for 40% of Tesla sales. Fully 60% of their sales are from international markets. In the EU Tesla sales are cratering - down 26% year over year in 2025. Volkswagen group and BMW are now major EV players alongside Tesla. And the Chinese are dominating the low end in the EU. But my larger point is that Tesla earned a paltry $3.8 billion over the trailing 12 months. On a valuation of $1.5 trillion that's laughable. My question to you, and all the rest of the raging TSLA bulls, is how \*exactly\* are TLSA going to increase earnings to substantiate that kind of market cap?

SadComparison9352

it’s a meme stock, none of his companies justify the value. Rocket launches: how many customers can you have? government revenue is saturated. Plus more competition coming up. Just like tesla got a lead up initially but now BYD has overtaken global EV. starlink: niche market, can never replace cell tower and broadband in urban areas xAI: all 10 cofounders have left x: can’t fight meta

livinginahologram

> Everyone said the same about tesla. But the market can be weird What about Tesla ? Elon laughed at BYD ever becoming a serious competition, look at it now ? Elon is pulling out Tesla from the car manufacturing, he lost. Tesla has no serious competing car products and the lastest series model the Cybertruck is a fucking failure. The robotics side of Tesla is just misleading achievements, false promises and vapour products. They don't have anything that remotely compares to Boston Dynamics.

Decent-Photograph391

Monopoly? The Europeans, the Japanese, the Russians, the Chinese, even the Indians are fully capable of launching commercial payloads into orbit. People always seem to have tunnel vision when it comes to Musk’s businesses. Like Tesla is going to conquer the world EV market, until BYD proves them wrong. 

MarmotFullofWoe

Just wait until he finds out about BYD

stone616

The same way a barista in LA that’s an aspiring actress isn’t just a barista.  The company is hype and dreams. It’s selling off things that aren’t likely to contribute meaningful revenue to the company  for well over a decade if ever.  Several years ago I was told about all this data and battery tech and Tesla is 10 steps ahead and the competition will never catch up. Today the company has been surpassed by BYD and the car business is in decline. Now it’s about robotaxis and robots.  They just sold 20% of their Cybertrucks from Tesla to Space X at full retail with no volume discount.  How do people look at stuff like that and think business as usual everything is fine?  Don’t get me started on the cutting corners on safety by not including lidar because that’s too expensive and cameras are full proof and the shit of whatever their self driving tech is to a subscription. Every other year or so Elon makes a promise or prediction that doesn’t come to fruition and it’s all good. You should already own a Tesla you can send out to make you money as your robotaxi let him tell it. 

Poison_Machine-876

I don’t know BYD. What’s the correlation?

mistaekNot

BYD has tesla beat 10x

NEWSmodsareTwats

have you tried asking them how they think SpaceX makes money? your gonna get some funny answers. you can also point out how if the same valuation metrics where used on other companies like say NVDA MSFT META or Amazon then those companies would each have a market cap in excess of 20 trillion dollars. also SpaceX claims their main addressable market is going to be AI applications, it makes up like 90% of their TAM. yet they are actively renting out compute power to other companies that they would need to actually develope those enterprise AI programs. idk it would be like VW unveiling a strategy to beat BYD like leasing all their German factories to BYD because that would somehow allow VW to make a better car by selling out the very things they need to make and develope new cars.

BugSmackWindshield

I am still going with Tesla is propped up by the trade embargo against BYD. But hey market manipulation is part of the game.

Separate_Mud443

BYD doesn’t sell in the US because the American government puts a 100% tariff on Chinese EV’s to protect their own automakers looking to fleece American consumers. How does this change the fact that they were delivering production vehicles globally 3 years before Tesla? The tech is clearly not ground breaking..

Tucci_

Bro said BYD as if theyre even a legacy automaker or sold in the US 😭😭😭

Separate_Mud443

They are thought, all of them now produce electric vehicles at lower costs. It took decades to re-tool old facilities where Tesla built theirs with the purpose of building electric vehicles. BYD has been pumping out production EV’s since before the Model 3 was even announced but nobody cares because there was no demand for EV’s in North America at the time. They own probably 10-15% of the global EV market and maybe 2% of the overall market and shrinking yet they’re worth as much as most other auto manufacturers combined. Even if Elon was first to the market, which he was not, he was always going to lose his competitive advantage to manufacturers with significantly more resources. Tesla is perhaps one of the most grossly fundamentally overvalued stocks ever on the market. But don’t worry they’re going to build robots now and the circus will continue.

Grouchy-Recipe-2027

Well... Tesla shares are extremely overpriced and are solid there, USA is contemplating a law to ban BYD cars to enter the country not even driving from canada and mexico. meaning they are being extremely protective of tesla only capable market. There will be law bending as always so spacex get their means, Elon wants to be trillionarie we have to asume thats the endgame for usa politics. after that, how knows

dvdmovie1

"I think it could be a great technology in 5 to 10 years and good play. " BYD is probably fine but rare have any EV battery pure plays done well over time and in terms of EVs, the automobile industry has been a generally mediocre at best one for investors with few exceptions. EVs don't change that - I was arguing that in the EV bubble on here years ago and still saying it today.

ScytheBuster452

Probably a good idea, but think of sodium-ion as a complement to lithium, not a full replacement yet, because CATL and BYD are scaling it first for cheaper/cold-weather uses while lithium still wins on range and performance. Just what I think

floo82

US gov released a list of companies they consider to be materially aiding the Chinese military, all the big names were on it. BABA, BYD, Tencent, ect. Chinese gov released a statement bitching about it.

IvoryTowerResident

The Pentagon identified some of China’s biggest companies including Alibaba, BYD, and Baidu as entities that support the Chinese military \- Bloomberg Might be a bottom signal

milkplantation

Interesting analysis, thanks for sharing. I think the more intriguing aspect is any American company that can produce the entirety of the electro industrial stack will be very well positioned over the next 10 years. The electro industrial stack is: Batteries, compute, small motors. This will be the foundation for everything going forward. China has heaps of these companies: BYD, Xiaomi, DJI, Huawei, GWM, NIO. To my knowledge, the only American company that possesses a level of vertical integration directly comparable to BYD is Tesla. So, beyond defense contracts, any American company that can vertically integrate the electro industrial stack would be a buy for me. In your DD, do any of the companies you've profiled check those boxes?

NotMe357

"JUST IN: Pentagon adds BYD, Alibaba, & Baidu to list of companies accused of operating on behalf of China's military."

TheSleepyTruth

If they have contracts with the Chinese military then those designations arent that unreasonable depending on the context. I would not blame China for labelling companies like Microsoft, Palantir, Amazon etc that have large cloud or software contracts with the US military as similar. Alibaba and Baidu probably does similar in China. BYD probably provides vehicle parts to the Chinese military similar to GM in the US.

theChaosBeast

If you put 6 of them into a helicopter, they are the BYD Seals about to crush your next wedding 🫡

woakula

Lol, are BYD Seals considered military vehicles now?

DisgrunltedDan

🥭 in on puts USA designates Alibaba, BYD and Baidu as companies that support the Chinese military.

CD274

'BYD AND COSCO ARE NAMED ON THE US LIST OF "CHINESE MILITARY COMPANIES" I had to read this headline three times