Deep Dive into the Technology and Financials of BYD, Other China Companies and LIDAR Cost and Supplies

Deep Dive into the Technology and Financials of BYD, Other China Companies and LIDAR Cost and Supplies

$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. We break down ...