Next Big Future
$25K Tesla and unsupervised robotaxis are starting this quarter—and BYD, Xiaomi, and legacy auto won’t keep up. With BYD’s 4% margins a sham (thanks to 3% dodged interest and other non-GAAP accounting), Tesla’s cheaper EV and 5,000+ robotaxi fleet by 2025 and one million Tesla robotaxi network in 2026 in will dominate…
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Deep Dive into the Technology and Financials of BYD, Other China Companies and LIDAR Cost and Supplies
Brian Wang
20:22
$25K Tesla and unsupervised robotaxis are starting this quarter—and BYD, Xiaomi, and legacy auto won’t keep up. With BYD’s 4% margins a sham (thanks to 3% dodged interest and other non-GAAP accounting), Tesla’s cheaper EV and 5,000+ robotaxi fleet by 2025 and one million Tesla robotaxi network in 2026 in will dominate…
