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Tesla seems 100% fucked to me.

They clearly can't compete against BYD and a company that relies on sanctions to survive doesn't seem like it is long for this world never mind the crazy multiples people are willing to pay for Tesla





The "Big Three" US automakers have relied on (less obvious) sanctions since the 1980s, which may not be the best strategy, but they still exist.

Have you driven a BYD? They're... fine. Tesla is a much better car, BYD is a pretty average and they're within 15% of the same Tesla in price.

It isn't within 15% of Tesla in price. Not even close. BYD models start at like $10K, and the cheapest BYD Sedan is $15K. The cheapest Model 3 meanwhile will be around $35-40K depending on the inventory around you.

I just checked and if we're doing like for like the cheapest BYD Seal is $50k AUD (510km range, 0-100 in 7.5). The cheapest model 3 is $59k (520km range, 0-100 in 6.1). So I guess closer to 20%.

If you're comparing the Atto 1 it's $26k for 200 range, 0-100 in 11.1. Not really a fair comparison.




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