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China's BYD is bigger than Ford, GM, and VW combined. And now Tesla is in trouble.
(kdwalmsley.substack.com)
this post was submitted on 21 Mar 2025
162 points (97.6% liked)
Technology
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BYD is at least legit huge and expanding, because China is a huge market in itself and they are expanding to western markets.Tesla is (over)valutated based on hype, promises that never get delivered and straight up bullshit.
Though BYD needs to do something with their interiors. If that flies in China, it absolutely won't in Europe. All touch filled with gimmicks and gizmos is not that cool.
The iphonification of cars and its consequences have been a disaster for the human race
BYD does solar inverters, storage, etc too. They cover the whole range of energy products. Its usually cloud garbage by default but they do have properly documented local modbus/MQTT/http support so still better than some of the western competition.
BYD was battery and drivetrain provider turn car maker. Most others go the other way or not even that as they just buy cells from others.