BYD continues to expand faster than Tesla. If you’re focused on anything other than rate of change, you’ve missed the mark. They intend to be the biggest global automaker in five years, and their trajectory to get there is clear.
Tesla isn’t going away, but it isn’t ever going to be a giant in the industry anymore. Their maximum output is ~2M/units/year, which BYD already easily exceeds while continuing to scale. Is Tesla building any more vehicle assembly lines? They are not.
Uh, yeah, but nobody’s talking about the future, but rather whether or not Tesla had a significant impact on electrification of the industry. And the verdict is: yes, they did.
Tesla is in fact finishing assembly lines for cybercabs and tesla semis fyi. No other 500mi BEV semi exists.
Tesla is in fact finishing assembly lines for cybercabs and tesla semis fyi. No other 500mi BEV semi exists.