On this episode of Growth Stories, IBD’s Ed Carson and Ilaria Mazzocco of the Center for Strategic and International Studies take a look at how BYD is challenging Tesla for the top spot in electric vehicle sales — and what the intensifying competition says about the broader China EV market.
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
<p>Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.</p><br><p>In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ... Show More
41m 39s
May 2023
Encore: Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 39s
Apr 2022
Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 43s