[zer00eyz]

> BYD recently passed them to become the biggest EV seller

Well when your government subsides every sale, and your the cheapest product on the market this is a natural outcome.

Mass strikes by workers (in china). Fires (a lot of them). Recalls (several this year). And now massive tariffs for them in a lot of markets don't paint a picture that they have a sustainable business.

We all know that subsidized growth is a great way to build a business (see ridesharing, delivery, in the US) but it doesn't make consumers happy in the end when prices go up and service quality goes down.

[Spivak]

Having ridden in a lot of BYDs when traveling overseas I think you paint too bleak a picture. They're everywhere and reliable enough to seemingly be the preferred cars for uber drivers. Some markets might tax them out of existence but I expect others will gladly take perfectly serviceable cars on the cheap.

Tesla is still kicking and they had all the same problems at one time or another. I mean until this year we also massively subsidized every EV sale so pot calling the kettle black.

[zer00eyz]

> I mean until this year we also massively subsidized every EV sale so pot calling the kettle black.

There is a big difference between domestic subsidies and export subsidies.

One is a policy to promote adoption the other is akin to economic warfare.

[theshackleford]

> There is a big difference between domestic subsidies and export subsidies.

Nice goalpost shifting.

[zer00eyz]

The OG tax break on Hybrids and EV's first caught on with the Nissan Leaf, and Toyota Prius.

That isnt the government subsidizing an EV for export.

https://www.electrive.com/2025/08/22/china-discloses-subsidi...