

How BYD is Upending the EV Market w/ Paolo Gerbaudo
May 16, 2024
Paolo Gerbaudo discusses BYD's rise in the EV market, challenging Tesla, potential in North America. Focus on vertical integration, global market dynamics, and threat to Tesla. Analysis of Chinese automakers' impact on Western markets, advantages of EVs, and charging infrastructure challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
BYD's Rise in the EV Market
04:20 • 22min
Exploring Vertical Integration and Resilience in Car Production
26:37 • 6min
The Rise of Chinese Electric Vehicles in Global Markets
32:29 • 15min
EV Market Dynamics and the Threat to Tesla
47:56 • 3min
Analysis of Chinese Automakers' Potential in Western EV Market
51:24 • 3min