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To nitpick a single point:

> A future where Chinese companies own the EV market in the US with all of the American user data going back to servers in China- that's just not a future the US govt. wants

I agree, but why do cars need to send data to servers again? I don't grok why Tesla does it and I don't grok why BYD does it either. What's wrong with the alternative where we allow real competition that benefits everyone, and then ban any features (eg sending data to servers) that the government gets nervous about? I don't see how this is any different from the myriad of other requirements on cars (eg mandated safety belts etc etc etc).

I recognize that state-subsidised competition still isn't fair, so I support import tariffs that match those subsidies, but any further and you're just hurting competition and the consumer, right?

Thing is, super cheap EVs and solar panels is exactly what we should want. There's a climate crisis going on and these things are a big part of the solution. With climate goggles on, to put import tariffs on the tech that's gonna save the world sound batshit insane. We should want those tariffs to be as low as possible.



You're right that this isn't about data collection/privacy, though it would be a bit scary to have our nation's cars remotely shut off at the whims of a foreign government.

Instead, we want/need to be protectionist of our manufacturing industries so that if we were to go to war, we keep our ability to make more missiles, planes, tanks, etc.


I think going to war might be one of those things where if you plan for it, you substantially increase the chance that you'll do it.


> I don't grok why Tesla does it and I don't grok why BYD does it either.

User data is valuable[1], and storage is now so cheap, for a modest sum, one can keep data forever without deleting[2], so keeping car telemetry/videos has virtually no downsides.

1. For self-driving training, or selling to market researchers, or intelligence services. I'm not claiming this is what's being currently being done with the data, but how "value" can be extracted from it

2. Shout out to r/DataHoarder


> I don't grok why Tesla does it and I don't grok why BYD does it either.

> Thing is, super cheap EVs and solar panels is exactly what we should want.

It's plain to me how this can come into conflict with National Interest - no country wants cheap solar and EV at the cost of its own manufacturers going bankrupt (and losing the jobs that go with them going down the supply chain).

User data is valuable[1], storage is cheap, so keeping it has no downsides.

1. For self-driving training, or selling to market researchers, or intelligence services. I'm not claiming this is what's being currently being done with the data, but how "value" can be extracted from it


I want cheap solar and EV even if it means domestic manufacturers that can’t compete go out of business.


I understand that. Your national government (or politicians) will likely disagree.


I dont see how that is true at all. The textile industry has completely left the western world and no one is complaining(other than the luddites I guess). Solar manufacturing isnt very different from textiles. Protectionism just leads to expensive goods, 95% of people gain under free trade.


So what's your mental model for the protectionism by the US against Chinese EVs and batteries despite the push for renewables by the same administration?

> The textile industry has completely left the western world and no one is complaining(other than the luddites I guess).

This was a very gradual process (over centuries), and they weren't really happy about it either. It wasn't just the Luddites who were upset when Samuel Slater (a.k.a. "Slater the traitor") left England and helped set up a competing textile industry in North America.

For self-preservation purposes, no politician will willingly sacrifice jobs at existing regional or national champions[1], regardless of how noble the goal is: politicians get voted out of office for far less. The best we can hope for, is a slow steady decline of harmful industries (see coal).

1. The US will treat Boeing with kid gloves rather than gift the market to Airbus, even though Boeing has a terrible safety culture and not exactly competing on merit. The same goes for VW in Germany, Arianespace in France, Samsung in Korea, Huawei in China, etc.


If the government just gave away money, and paid your salary, your employees salary, your rent, your purchase costs on manufacturing equipment costs, I'd find it hard to compete with you too, given than I'm not a billionaire and would need to raise capital from investors.


Grok IS why Tesla does it.




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