Gabrielle Copolla, a Bloomberg auto reporter in Detroit, and Danny Lee, Bloomberg's China EV reporter in Hong Kong, dive into BYD’s impressive transformation from a battery maker to the global leader in affordable electric vehicles. They discuss BYD's clever strategy of targeting emerging markets to counteract tariffs and its innovative supply chain management. The duo also highlights the significant role of the Blade battery in enhancing performance and how BYD’s aggressive expansion poses a challenge to established players like Tesla.

Gabrielle Copolla, an auto reporter from Bloomberg in Detroit, and Danny Lee, a China EV supply chain specialist based in Hong Kong, dive into BYD's extraordinary rise from a battery maker in the 1990s to a leading EV brand. They discuss BYD's strategic move into smaller markets, aiming to outpace Tesla despite facing tariffs. The conversation highlights the company's evolution from being mocked for its designs to dominating the EV sector, fueled by innovation and resilience in the face of U.S. market challenges.

Gabrielle Copolla, Bloomberg’s auto reporter with a focus on electric vehicles, and Danny Lee, a specialist in China's EV supply chain, discuss the meteoric rise of BYD. Once a battery manufacturer, BYD now dominates the affordable EV market. They delve into BYD's innovative Blade battery technology and its strategic pivots that turned it into a serious rival to Tesla. The conversation also touches on China’s unique capitalism and its impact on the global auto industry, revealing how BYD's growth has reshaped market dynamics.