BYD is selling more electric cars than Tesla

This was bound to happen.

The advantage China has in EV production and innovation is significant.

If you read about EV production from US media outlets, you'd have the image that making EV cars is as hard as making moon rockets. I just came back from China recently. It seems like everyone and their grandma are mass-manufacturing EV cars. I saw a Huawei store with their own EV cars. Xiaomi has an EV car. Countless random brands had EV cars. EV cars were everywhere on the road.

Also, some Teslas use BYD batteries.