The Vergecast How BYD beat Tesla
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Jan 20, 2026 
Hayden Field, a tech reporter specializing in AI, teams up with Andy Hawkins, an automotive expert, to explore how BYD has outpaced Tesla in the EV market. They discuss BYD's strategic evolution, impressive design upgrades, and unique pricing strategies that make their vehicles desirable on a global scale. The conversation also touches on the implications of Chinese subsidies and their ambitious expansion plans, including a potential U.S. entry. Additionally, Hayden delves into the latest AI breakthroughs, including ChatGPT Health and the societal implications of these innovations.
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Battery Roots Fueled BYD's Rise
- BYD evolved from a battery supplier into a full automotive powerhouse by vertically integrating battery production.
- That early battery focus let BYD scale EVs cheaply and capture massive market share in China.
Policy And Integration Created Advantages
- Chinese industrial policy and subsidies accelerated domestic EV development and supply‑chain control.
- That state direction helped BYD vertically integrate mining, processing, and battery manufacturing.
Different Paths: BYD Vs Tesla
- BYD's strategy contrasted with Tesla by prioritizing affordability and supply‑chain control over premium margins.
- That focus let BYD dominate volume while Tesla remained more premium and niche.