Quote:
Originally Posted by zamler
BYD has razor thing margins (and at times goes into negative) Tesla is 20%+ at any given time, better in China.
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Before the recent price cuts. Obviously they will be lower now. But China doesn't care about margins. BYD can survive, and will. And they'll probably outsell Tesla this year. Ford will outsell Tesla on trucks and delivery vans. Hell, Chevy probably will too. And Rivian. The point is Tesla no longer has most of the market to themselves, and are going to have to figure out how to survive in the new landscape.