BYD

schmearcampain

There’s no immediate use for them, so plenty of time for other companies to catch up. Just like Tesla. BYD is fucking them up. First mover rarely wins.

booobReviewer

MSFT, and GOOG are a strong foundation. The problem is the tail: SNAP, NIO, DKNG are basically speculative bets that haven't worked. DKNG could still pay off long-term if they reach profitability (they're close), but SNAP has structural ad revenue problems and NIO faces existential risk from EU tariffs and BYD's price war. A clean move would be cutting SNAP and NIO (take the tax loss if anything) and sizing up in your winners or adding something like VOO. Makes your portfolio simpler and removes the emotional drag.

anotherloserhere

It isn't just a matter of putting something in space. It is having it in a reuseable platform (greatly reduces program and launce times) at a super small fraction of the cost (more efficient rocket, less cost due to reuseable parts, etc). It's like the difference between BYD's truck and the F-150 lightning. Yes, other countries and even companies in the US have proven rockets that can fly and bring up payloads. But can they do it at the speed and cost that SpaceX, or in this particular case Starship, could do it at?

cuteman

> And tesla is losing to byd and other Chinese ev companies. China is heavily subsidizing their EV industry and BYD sales just had two really bad quarters. They're not "losing" so much as it being a volatile category

mistletoe9

A few things. First, BYD has not had a great year so far. Only months after it snatched the top EV seller title from Tesla, it just lost it recently. I'd argue the momentum is not really there. Second, ex-China regions don't really show a particular appetite for Chinese EVs, and that's not only the US. Australia and Europe has had access to Chinese EVs for a while now but they don't really top the charts in sales

TribeKing08

As you will see above I mentioned that they could become part of a proxy war like huawei and if America is doing that now this means that part was correct but in Canada they are exporting and again it’s not an Ev. Their crown jewel at the moment isa hybrid called BYD Seal. I didn’t know they are getting blocked in the us but I half expected it.

Kaiisim

No, you're too late. The BYD play has happened, you're now buying near the top as they are starting to struggle with profit due to heavy competition from other chinese EV makers, plus chinese market saturation. There's no "potential" it's a fully mature corporation in a price war and struggling. I'd say it's current price is about right and trending down from it's peak.

GandhiMSF

BYD vehicles are not currently street-legal in the US due to some federal regulations. You may still see some every once in a while if you live near the Canadian or Mexican border as people might drive them over the border, but technically they are driving them illegally. Most Americans have never heard of the company/cars.

Gilgamesh_Axe

While these companies are transformational and first movers in their domain, there is no guarantee that they will dominate in that domain in the future. BYD for example has surpassed Tesla in sales and does anybody remember Friendster anymore? SpaceX might be revolutionary now but what happens when China builds their own space infrastructure. It wasn't so long ago when we had a Deepseek moment and suddenly the lead isn't so great anymore.

AggravatingCrow897

BYD will take full responsibility for accidents in Full Self Drive mode. Tesla isn’t there yet.

MaybeLiterally

When people tell me AI is a bubble, it’s usually part of an anti-ai rant, and unable to tell me what a bubble actually means, or its significance. The “AI is a bubble” usually comes from feels instead of any underlying fundamentals. Even in your post, it’s still written based on feels, and if anything, describes industry as a whole. We have new all electric car companies sprouting up. Rivian, BYD, Lucid, Scout, Slate, etc. Some of those companies will succeed, and others will fail. Some feel doomed from the start, but nobody thinks we are in an electric car bubble. Some AI companies will fail, some will succeed. I use will change, and evolve, and adapt. Companies will use a lot of AI, and some will back off. Some use cases will grow, and some will fall off. When people say we’re in an “AI bubble” it feels meaningless. So what? The best answer I can get is that the major companies aren’t worth as much as people think. So? It’s not like they’re public at the moment, and when they do go public, maybe their stock price goes down, but even you said the tech is here to stay. OP. What does it matter if they’re in a bubble or not?

IGuessBruv

If BYD was allowed to enter the us market do you think rivian would survive

cranberrie_sauce

I think they are making a mistake expecting "early" type of Musk investor. ya know - when he actually worked, before 17 kids, when space x was exciting, before tesla lost to BYD, before zig heil, before his extremists touched everyones ssn numbers (and did who knows else with our data, exfiltrated? stole it? who knows). but do these people exist now? china is catching up on reusable flights, only product making money there is spacex and unlikely stay without competition. everything else just straight losing money.

uncle-ice493

Globally BYD sells more electric vehicles than Tesla https://www.bbc.com/news/articles/cj9rjwpvmpzo

uncle-ice493

The moment the let BYD in the United States, Tesla will fail

schizoferret904

BYD

pepis

If you look at the HKEX version, BYD has been facing headwinds all year around due to margin compression. Their cars aren't selling in China. If you really want to buy the dip on Chinesium EV I would look into Xiaomi instead because they are sitting at true 52w low and at least has a SUV niche...

Thespud1979

Tesla's valuation is over 7x that of BYD. BYD sells WAY more EVs and has a higher revenue in 2025. This market is a sham and when it finally breaks we'll find out why billionaires are building bunkers and the Epstein class has been brazenly stealing every penny they can.

lf2238

The thing about european and american battery companies is that they can't produce batteries as cheaply as the chinese bc of government incentives. It is basically impossible to compete with them without getting a technological advantage, which we selpt on in the past decades. There are only 3 companies that have the capacities and scales to provide batteries for cars and the grid: Tesla, BYD and CATL. From those 3, BYD has the vertical integration, but no real horizontal integration and partners. Tesla is too much reliant on Elmo and you also get their shitty car segment and robotics. CATL is already the one that has the largest and best partners for EV batteries, like Mercedes, BMW, etc. They also have the first mover advantage on large scale deployment of sodium ion batteries, which are especially interesting for grid applications. Their LFP and NMC products are also as good as it gets and they come with breakthrough after breakthrough. I think that the battery market will go parabolic in the next years and that the supply of adequate batteries at an industrial production scale could pose a bottleneck, similar with AI and Memory or AI and computing capacity. CATL is simply best positioned for this. But thanks for the recommendation I will look it up.

beefprime

You wanna see a bubble you should check TSLA or Space X valuations (directly comparing TSLA to BYD is especially hilarious)

Rammagedon

European here: Blocking 🥭 dickriding companies from doing business in EU is very standard these days in Europe. And about Aliexpress. There are parts of Europe that don't know what the fuck Amazon is. There's not a single part of Europe that doesn't know what Aliepress is. I sure know where I parked 7k when the price dropped down to $120. (yes it's BABA). Also do yourself a favour and buy BYD while it's still around $10. The moment they enter Formula 1 rich tards whill flock to buy it. Also they'll probably outsell Tesla this year in Europe or come really close to outselling it. Buying BABA now is like buying Amazon in low $100s. Buying BYD now is like buying Tesla while Elon still had a bald head. Plus sooner or later commies will ease the restrictions for their own population on investing in stocks and that's when shit will really 🚀🚀🚀.

BitcoinOperatedGirl

The legacy automakers have been failing really badly when it comes to electric vehicles. They have no idea what they're doing, so I wouldn't put it past them. BYD recently unveiled batteries that can charge from 10% to 70% in 5 minutes. 10 to 97% in 9 minutes. It's going to be a game changer because it means you can recharge your EV just as fast as going to the gas pump, which eliminates any range anxiety concerns. IMO this is probably the future, and this tech is already there, already in production vehicles. Smart automakers should look to secure deals with them.

whoisjian

too say Elon is similar, i can not agree, despite his recent acts, he has been very innovative and that is hard to change. when any company has been public and well-known for more 10 years around the world. The company’s market cap can usually tell you where things are at, BABA, BYD both fit that criteria.

Coolbanh

Well Elon Musk is similar. At least Jack Ma was somewhat innovative during early stages of alibaba. I remember the old website and sourcing stuff from there. Truly amazing. Meanwhile Musk isn't the real founder of Tesla but no doubt his hype kept it innovative. Even before Tesla was a thing I admired BYD. Although I'm not really a fan of EVs.

MyNameIs-Anthony

Happens all the time. $ZOOM humped because of $ZM $GAME jumped because of $GME $BYD jumps because of BYD $OPEN jumps because of OpenAI No shortage of morons.

FailureToReason

BYD is now outselling Tesla, and you're giving the credit to Tesla for 'starting' it?

teddpole

At the start of year I tried to diversify myself away from US market. I put money in 1211 (BYD), ASML and some in SNDK. I told myself I am not gonna touch it until 31 march. At quarter end (the ceasefire was on horizon), SNDK had a good run, ASML was mehhh and 1211 was horrendous. I kept thinking through April what to do (meanwhile SAAS was getting murdered). By April end it was okay to assume that war will not rage like last time so I chose high beta stocks namely RKLB and RDDT (1/3rd each). I will hold RKLB until SPACEX IPO. RDDT still has lot of room till analyst’s estimate so hold that too. Their financials are too good to be this low. My last 1/3rd is MSFT. I think SAAS fear was overblown. I myself use codex and claude code and believe it’s a long way before they replace office suite. So yeah there it is https://preview.redd.it/ef2wnev7794h1.jpeg?width=1179&format=pjpg&auto=webp&s=661e0edf2acf0d5c3f10b27c02336d9a97267ad4

DerpyNerdy

One thing to always be wary of investing in US Lidar companies, or any tech hardware manufacturer in the US for that matter, is to always ask this question, "Can the Chinese companies do a better job at a cheaper price? And eventually takes market share that ultimately limits the growth potential?". From what history tells us, that answer is more likely yes. Tesla comes to mind when Elon laughed when asked about BYD when it was much smaller. You can say whatever you want about Chinese companies but you would be foolish to bet against the idea that they can catch up and dominate on manufacturing high end or "good enough" tech at an absolute fraction of a price. You can't beat their supply chain from the very raw materials to the ecosystem of suppliers to the labour workforce that the West cannot hope to replicate for he foreseeable future. OUST may win in the American or other market where it can hide behind protectionist policies by the government. But what about the rest of the world? Emerging markets? Again, look towards Tesla vs BYD as a cautionary tale. OUST may have the fancier tech with the Rev8 lidar with colour but fancier tech may not be what the majority of what the market demands. They may want to focus on L3 and L4 autonomous vehicle tech but the industry is saying that the adoption may not be mainstream for decades, and taking way longer than expected. L2 is the current mainstream application and Hesai is dominant in this space. In other words, Hesai is operating in the realities of today whereas OUST is operating in the possibility of the future, which may not pan out for years, if at all. Can OUST sustain operations until then without resorting to dilutive equity financing or worse, debt financing. Big question mark. Let me be clear, the mass automotive market is currently prioritizing Level 2+ (hands-off, eyes-on) autonomy over Level 3, which reduces the immediate necessity of expensive lidar suites in consumer vehicles. If automotive adoption pushes out further into the 2030s, Ouster will be forced to rely almost entirely on its industrial and robotics verticals, capping its upside potential. Don't even get me started on the super long and unpredictable nature of the customer's sales cycles, especially car manufacturers and OEMs. The time necessary for a customer to integrate Ouster's sensors into a commercial product can range from six months to over seven years. Other than Hesai, there's also Waymo which actually developed its own LiDAR tech that's similar to OUST colour lidar. So there's the domestic threat and the Chinese threat. All of the above puts OUST in the too hard pile for me and I sold it. The upside for OUST is speculative at best and the competitive landscape is too intense and ever evolving.

Bruins_Score

Why would my post make you think I like Tesla? Musk is successful but he's a piece of shit. It won't make him lose 'richest man status' but I'd never give him any of my money. BYD made his cars obsolete

Bruins_Score

Once BYD is allowed to sell in the US, Rivian will either cease to exist or will be purchased, probably by BYD

sielingfan

>Camera only approach like TSLA is fucking retarded >Companies like BYD are using up to three LiDAR sensors per car now and European carmakers are waking up to the necessity of the technology to stay competitive. BYD LiDAR cars are smoking toddlers head-on, while Teslas are dodging birds.

gtalossantos

Also look at the number of features a BYD or a NIO has in the same price range as Tesla, it's insane.

Mr_Lumbergh

Yup. For every Tesla I see on the road are 7 or 8 BYD. It’d be the same in the US too if it didn’t have protectionist tariffs on them.

MiddleMysterious459

I think we can do the same with BYD and Beyond Meat.

chainer3000

I’m already up an insane amount. I rarely play these things. The last one was BYD. It’s a retarded but entirely plausible play. People will absolutely buy this on accident. That’s almost good enough Now look at the stock. 24% short interest. 43 million shares are now completely underwater and totally ass fucked if they start hitting risk limits and margin calls. The space sector is on fire. The stock has been pummeled, it just got re rated to 5$, which has its own stupid hype narrative. It’s… it’s almost too good

VellyJanta

That’s not the point it’s that some people might buy the wrong stock thinking it’s the space X. Happened to my dad lol he bought BYD Boyd Gaming, a good mistake for him

Rammagedon

Lucid will end up like Lordstown. Here's a list of companies that actually sell a huge number of EVs. BYD - they'll probably outsell Tesla in Europe by the end of this year. Stock price around 10 euros per stock. Geely- owns Volvo, Polestar, Zeeker, Geely and Lynk. Last two can be spotted more and more across Europe. 2 euros per stock. Xiaomi 3.3 euros per stock. Nio 5 euros per stock. Last two are still rare in Europe but are expanding. Xiaomi is so far availbale only in Netherlands. Nio is available in more or less half of EU. All of them will x3 to the moment Tesla buble pops.

UnderstandingThin40

Of course China consumes memory. Even if they had most of the Chinese market and its immediate allies/anti west countries like Russia and Nk, they’d still be a distant 3rd behind sk Hynix and Samsung. No way Korean, Japanese or us / European governments allow China to dominate the memory market. Same way the US won’t allow BYD to really compete. 

gtalossantos

I know man, I am from this industry. Musk once laughed at BYD, now they are miles ahead of all other ev companies combined. That salute by musk and his nonsense statements were the last nail in the coffin.

Level10Retard

Tesla is not shitting the bed due to Musk. It's chinese and EU competition. EU companies actually come close to Tesla now and chinese are years ahead. Just check out BYD blade 2.0 battery. People don't give a fuck about Musk here in EU. It's internet absorbed autists that give a shit and that's a minority.

vassadar

lol, even BYD Seal looks much better

Specialist_Exam_8433

Even if China comes out with memory chips that are good for all practical purposes, USA is just gonna ban them from ever entering the US like they do with BYD cars. Govt serves to protect the business class not help lower cost for every day citizens.

tuenmuntherapist

I had to google it. Shit looks like rebadged BYD.

40StoryMech

Last year, yes, but BYD sells more than Tesla across models now and I'm a middle-class American who would love to buy an EV and I would buy BYD in a second before ever touching a Tesla. This is financial advice.

ChillingInMySnuggie

I feel like once NIO expands into other countries heavy like BYD then it would move.

dsbllr

Tesla still ahead. No one has anything equivalent to FSD so I'm not really sure what you're saying. First mover advantage in things like these matters because it's a flywheel that builds on itself. Don't be mentioning BYD please. Slave labor can't be categorized as a competitive advantage

Ok-Blood4340

I’m reminded of Cramers cameo in Iron Man: “They’re a weapons manufacturer that doesn’t make weapons! Sell sell sell!” SpaceX is spending tons of money on AI for Twitter and cars from Tesla. (Seriously, full pop MSRP from one pocket to the other on Cybertrucks?) Tesla is selling fewer and fewer cars to actual people. As soon as BYD is available to North America, it’s over for Tesla.

Antilokhos

I'd argue no. BYD v Tesla isn't the same thing. The auto industry already existed, eVOTL air taxis are largely an industry to be created from scratch, with all the associated infrastructure. To me, that makes these way more speculative plays than electric cars. Now, Joby and Archer are probably the two most likely to succeed based on the current status, but both are likely to have to raise funds at least one more time, and traditionally, they've done that via dilution. So I think these are ok as long as you recognize that it's kind of a coin flip at this point.

AffectionateAd7980

Maybe, but trump has shown that for the right price he will make or unmake pretty much any policy. BYD is already in Mexico and is coming to Canada. Tesla is a cursed brand and isn't likely to overcome that in "another couple of years". Still, tesla's stock price seems to be pretty much unrelated to any sort of conventional value metric. Tesla has a P/E that is almost 10x of Apple. That doesn't seem sustainable. It's very hard to see tesla earning 10x even if elon's wildest promises were somehow delivered on. I'm not shorting tesla or spacex, but I have a feeling that spacex won't be the "rocket" 😉 that everyone is expecting. If that's happens it could have a knock-on effect for tesla. In fact people those in the musk cult might end up selling some tesla to buy into space-x and we could see both fall. Again I'm not shorting either and if spacex hits the "top 10" I'm changing my passive balance for less exposure in stocks.

Speeder172

Some respect please, the BYD Seal looks better. 

cranberrie_sauce

yeah. actually 1000 * Tesla: estimated **\~300–400 retail/service locations across Europe** (stores + service centers combined, not traditional franchised dealerships). Tesla does not publicly publish a simple “dealership count” for Europe. * BYD: targeting **\~1,000 European sales points by end of 2025** and about **2,000 by end of 2026**. [https://insideevs.com/news/779222/byd-europe-double-dealer-network/](https://insideevs.com/news/779222/byd-europe-double-dealer-network/)

Rich-Kaleidoscope-12

lol. yes and BYD being the "big" buy im treating this as Lucid vs Tesla. I see a solid grab now that they have finally stopped bleeding

antaran

BYD dealerships in Europe are very rare. BYD's EV market is share in Europe is about 6%; 1.7% in the overall new car market.

VellyJanta

lol my dad made bank after buying BYD Boyd Gaming thinking it was that China car company before Covid.

AmphoePai

Is Ferrari gonna sell their BYD copy for the same price?

kr4t0s007

Yeah not too bad for a $40k BYD.

hekatonkhairez

Shit looks like a BYD fucked a Fisker and then dropped the baby on its head.

cranberrie_sauce

US - for sure maybe. EU - they would use whomever is cheaper. Thats why there are BYD dealership all over EU

DeadPlank

Believe what you want to believe. BYD are mass market junk

DeadPlank

Because it boost their numbers in markets that don’t compete. If you compare a single car model then Tesla Model Y destroys any single BYD model globally. And that’s because BYD doesn’t have a better single product.

DeadPlank

That’s because BYD sell cheap cars for taxi fleets across Asia boosting their numbers.

Redtoolbox1

BYD will own Tesla in the not so far future

fredandlunchbox

Sales down 20% and still pointed down. Sales in China crashing even faster. BYD surging around the world. WSB: “You call that struggling?”

livinginahologram

> Nothing screams my ai is so good and in hot demand than being able to sell compute capacity to anthropic, a competitor, while in a world starved for compute capacity. This is just yet another attempt at Elon Musk trying to rename his companies to obfuscate the sinking ship they are. Elon Musk laughed hard back then at the idea of BYD ever becoming a serious competition... Look at it today, Elon Musk is now saying Tesla is no longer a car company ... Same thing with SpaceX, the only thing it's a profitable business is the starlink venture and even that is highly dependent on subsidized rockets from SpaceX. Because SpaceX is a sinking ship, Elon Musk is now saying it's now an AI company just so he can ride along the massive investment waves associated with AI companies. This guy is a crook and should be in jail. The greedy investors that allow this insanity to continue deserve a reality check. It eventually happen, there is only so much vapour this guy can promise and sell.

BenisSpaghetti

First US automaker to strike a deal to re-brand a Chinese EV is going straight up. Just handle the paperwork, slap a Ford badge on a BYD, collect your 30% margin and fire like 2/3 of your workforce. 🫳🎤

Boozeburger

I wish the we could get BYD in the USA, in twenty years they'll be a popular import.

_BearHawk

The two kinda go hand in hand. If BYD is allowed into the states, Tesla would be crushed and that would probably allow the massive change in investor sentiment required to oust Elon. Maybe it's too late by then, maybe not. I think BYD has no chance of entering the US as long as Trump is in office, which gives us another couple years to see wether Tesla sales keep declining as a result of Musk's political activity.

bshtein

I could never do that, so I've never invested in it. Feels like a giant Ponzi scheme to me, considering that chinese BYD and likes literally are larger and more popular.

Icy_Item_9132

*Except BYD. The world doesn't revolve around the US. BYD are excluded from the American market and STILL destroying Tesla in global sales even without it.

squish_squashington

What is BYD?

InIce1234

Drove the BYD Seal this morning. Felt a litte gay but not to bad.

Flaky-State-3514

You can get a brand new BYD with better range, better charging... most things better and 20k. Oh yeah it's new too.

Flaky-State-3514

No they didn't or they would t have teslas in China you dumb fuck. Meanwhile we have 0 BYD in USA. It's us with the ban on imports. Why is this thread so full of dumb ducks... oh wait...

Flaky-State-3514

That's wildly incorrect and shows you have no understanding of how businesses work in China, let alone BYD.

fallingdowndizzyvr

> The way Chinese politics and business works is that the govt controls everything. Ah.... have your heard of Trump? The US now owns 10% of Intel. The US has a "golden share" in US Steel. Trump says jump, US companies say "How high sir!!". Chinese companies.... not so much. Chinese companies often assert their independence. Look no further than BYD. The Chinese government has told them repeatedly in no uncertain terms to stop the price war. Stop the race to the bottom. The fact that they have had to do it multiple times tells you how well BYD has heeded that demand. Which is not at all.

TipEmpty8429

BYD has lots of cheaper options and is a popular ride share and fleet brand in China. For vehicles in similar size and price class as the Model Y or Model 3 the Teslas dominate the sales.

AggravatingCrow897

Oh really? TikTok influencers said BYD EVs are crushing sales in Chyna over Tesla’s.

Particular_Yard_2460

> So, if BYD tariffs were removed, what happens to Tesla? The guy is on the government tit, and has done absolutely nothing revolutionary. How is BYD different? Everything Chinese is propped up and funded by the communist government. Chinese tech can't fail because the Chinese government pushes it forward.

Dub-MS

So, if BYD tariffs were removed, what happens to Tesla? The guy is on the government tit, and has done absolutely nothing revolutionary.

FullTime2489

Thanks for the kind words. My caveat with what follows is (only partly tongue in cheek) the best way to make money in the stock market is do the opposite of what I suggest! :-) In addition, I am a "fundamentals" guy - so I don't tend to gravitate to speculative high beta opportunities without proof points. For example, I like AMPX because they are very likely to hit triple digit millions in revenues this year, with an obvious path to profitability. But on the other hand, I'm not a fan of QS or SLDP because they have neither in their sights. ENVX is a bit of a tweener - closer to "real" but still lots of execution risk. Those three may end up as very successful firms. But as a stock buyer, I think I get paid to wait. So, what do I like? As a company, I like TDK (Tokyo exchange) as they own ATL and ATL is kicking butt in consumer electronics batteries. That impact is diluted by the scale of TDK parent. But I still like the "top co." EVE Energy Co (Shenzhen Exchange) is interesting as they appear to be gaining ground in China on BYD and CATL. Other battery companies I like are either private or captive. So, I like PowerCo, but it's 100% owned by VW. In that case, the scale of VW prohibits you riding PowerCo's progress alone, I think. The same may hold true for Molicel (E-Moli), which is owned by Taiwan Cement. I haven't researched top co there, but it may have a similar issue to PowerCo. It trades on the Taiwan Stock Exchange, and also in the US on the pink sheets. Hope this is useful, or at least interesting.

mrbipty

My wife’s boyfriend just bought a new BYD, and the dealer was telling him sales are up 300% this month due to the oil crisis . I feel like this is relevant.

Popular_Register_440

If it makes you feel better, I’m 15% down on RDDT and 22% down on BYD 🫠

Spez_is-a-nazi

They are mostly dogs, often on purpose at the direction of the CCP. I bought Xiami(1810 hkg) after all the car hype and it has done nothing but shit the bed. I've had some luck with Ali Baba and BYD but you gotta be willing to closely monitor them.

fallingdowndizzyvr

> We know they will do it but let's not forget how innovative and competitive companies TSMC and companies that utilise them are. You mean compared to slackers like Tesla? > Cars are not semiconductors but it still took decades for them to get where we are now. It did not take them decades. More like decade. BYD Auto didn't even exist until 2003. It introduced it's first electric hybrid in 2009. It didn't even start selling outside of China until 2021. In 2025 it became the world's largest EV maker. China has been making semiconductors a lot longer than that. And as BYD has shown, it doesn't take them very long to go from "BYD? What's that?" to a household name.

Thiagopuss3

Imagine if we could buy BYD in the US of A. Bye bye Tesla. He knows that, hence the booty kissing of Trump.

miata_only

TSLA will be at interstellar💫 levels by the end of May. Melon🍉 is just playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Calgary factory🏭 cranking out Cybertrucks faster than a falcon Heavy could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in June is going to unveil a new LiPo powered dildo (Plaid edition) that charges⚡ in 69 seconds AND comes with full self-dildoing🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

3D_Destroyer

Americans here showing how unaware they are about the actual technological leaders in the world. 40% GLOBAL market share in EV batteries including 30% in Europe. 30% global market share in energy storage system with 3 factories in Europe and nobody even close to them outside of BYD and yet there are people here claiming it's some random company lol. 20 billion USD in revenue per quarter and growing at over 50% YoY still.

cranberrie_sauce

yeah but losing world market would be substantial. look at tesla - its in the retreat worldwide, BYD dealerships all over EU and latin america.

vejiki-pjojok

Honda can't scale capacity yet. And is actually parterning with QS. Toyota's batteries require high pressure to operate, QS doesn't. SK partners with Solid Power, who is far behind QS in terms of development. CATL develops hybrids, not pure SSBs. BYD is aiming for half the energy density QS already demonstrated with their prototype. Now, I agree with you that SSBs are not yet proven to be mass-production viable. But that's one of the reasons for QS' price. I also agree with you that we might never see pure SSBs enter the mass market. But I am highly convinced that if there's someone who can pull it off, it's most likely QS. If nothing, they'll license their research and it won't go to 0. And then we can find some other play.

stickman07738

SSB have two inherent problems to overcome - thermal expansion (things swell when heated) thus significant thermal control will consume any cost and weight advantage and secondly, the degree of lithium intercalation will probably impact efficiency reducing battery life making them uneconomical. The intercalation is a key performance requirement to make batteries work. SLDP or QS - none of these have a lead in SSB technology. Honda, Toyota, SK, CATL, BYD are the leaders with Honda having a full scale demonstration plant. The big challenge is demostrating advantages in actual vehicles and establishing the safety and durability / longevity under driving conditions. I now see China SSB are in delay. I do not believe SSB will ever be fully commercially available due to technical issues. Semi-solid yes, but not true Solid-State.

Eastern-Cat-3604

Ev is not over, check what BYD is doing

cranberrie_sauce

\> just cheaper clones and? [amazon.com](http://amazon.com) is filled with cheap chinese clones and its clearly working. if anything we should ban amazon - stupid china reseller for the most part. \> You also totally underestimate what the US would throw at it to ensure their companies win. Anything from regulations to subsidies to outright bans. problem is - we are not winning globally. nobody in the rest of the world stoppped buying Huawei - they still telecoming away in most of the world. We just selectively subsidized some businessess for now. again like us car industry. look at the map tho - EU and latin america are covered by BYD dealerships, we majorly lost all those markets and collapse is only accelerating

BonusFeed4077

Haha. Sorry mate, TSLA holds only because BYD and similars have limited access to western markets. BYD cars, with similar tech as TSLA, sell for less than a third. The day BYD has free access to USA, TSLA will sink like a stone.

PrometheanEngineer

Buy BYD shares, Sell TSLA, big dicks only here

IGuessBruv

0% tariffs on BYD ez 10 bagger

Eresbonitaguey

You could say the same thing about European cars in much of the world or non-Ford American ones. Parts and servicing is based on regional supply chains and Chinese manufacturers are rapidly expanding theirs outwards. Insurance for a BYD will most likely be cheaper than for a Tesla in many places. Your mindset is outdated by a few years.

WetLumpyDough

Lmao. Dreaming about the ability to buy a BYD car

Lower_Skin_3683

BYD

moorhound

Man what were people expecting out of this Beijing trip lmao "🥭 Is gonna go over and Xi will call the Ayatollah to open the Strait and BYD will shut down so they can buy Teslas and Deepseek will be banned and China will give Taiwan to America and if all of that doesn't happen we gap down 2%"

type_error

I'm surprised they don't have a BYD deal