Explore the remarkable ascent of a Chinese battery maker that has outpaced Tesla to become the top electric vehicle manufacturer. Discover how strategic growth initiatives and technological advancements, like their innovative Blade Battery, have fueled this success story. Dive into the geopolitical challenges BYD faces while navigating the global market, highlighting both the opportunities and risks that lie ahead. It’s a compelling look at a company that has transformed the automotive landscape without even entering the U.S. market.
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question_answer ANECDOTE
Elon Musk Mocks BYD
In 2011, Elon Musk mocked BYD's electric vehicles and didn't see them as competition.
Now, BYD outsells Tesla and has become a global powerhouse.
insights INSIGHT
BYD's Success
BYD sold 4.3 million cars in 2024, rivaling Ford, and surpassed $100 billion in revenue.
Despite not selling in the US, they aim to double overseas sales to 800,000 units this year.
insights INSIGHT
Tesla's Struggles
Tesla's sales dropped in 2024 and continued to decline in early 2025, especially in Europe.
This contrasts with the overall growth of the European EV market.
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BYD has quietly become the world’s top electric vehicle company—outselling Tesla, topping $100B in revenue, and doing it all without selling a single car in the U.S. In this weekend deep dive, we break down how a little-known Chinese battery maker turned into a global auto powerhouse. From government subsidies to battery tech breakthroughs and geopolitical pushback, we explore the forces driving BYD’s rise and the risks that lie ahead.
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