1w ago

China's BYD is bigger than Ford, GM, and VW combined. And now Tesla is in trouble.

kdwalmsley.substack.com

BYD unveils battery system that charges EVs in five minutes
https://fortune.com/2025/03/17/byd-battery-system-charging-5-minutes-tesla-superchargers/
BYD Shares Jump to Record on Five-Minute EV Battery Charging
https://www.bloomberg.com/news/articles/2025-03-17/byd-unveils-battery-system-that-charges-an-ev-in-five-minutes
Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa
https://www.bloomberg.com/news/features/2025-03-17/chinese-carmakers-threaten-ford-gm-stellantis-in-global-markets
Tesla Is Flailing in China and BYD’s Rapid Rise Is to Blame
https://www.bloomberg.com/news/articles/2025-03-09/tesla-is-flailing-in-china-and-the-rapid-rise-of-byd-is-to-blame

13 comments

The Atto3 also has enough room for a family and travel stuff. And a frunk, awesome for the cables. I don't get why a frunk is not standard with all EV. Give us room for the charging cables, damn your eyes!
- I saw a man take his charging cable out of the boot of his Model 3 a few days ago. Just in there…loose. Is that standard?
  
  Is that like a portable cable?

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.

Most electrics I see are small BYD sedans, followed by GWM. There was essentially no market for electrics before those, and even hybrids were rare.
Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa
Holy shit, how did they build those roads across the ocean
- Holy shit, how did they build those roads across the ocean
  Power of Communism
  
  That Explains why those roads don't exist

Elon Musk’s automaker has been backsliding in China for the past five consecutive months on a year-on-year basis, according to data from the country’s Passenger Car Association. Tesla’s shipments plunged 49% in February from a year earlier to just 30,688 vehicles, the lowest monthly figure since way back in July 2022, when it shipped just 28,217 EVs — and that was in the middle of Covid.
☺️

But is their company ran by a laminated faced cunt? Big hurdle these days.

13 comments