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Short of some legislative or trade barrier it feels like BYD is just going to steamroll Tesla

Quality problems real or percieved, lack of dealerships, and some trade barriers will hold them back for a while. "A while" could be as little as 3 years. Not enough time for Tesla to be ready.

I can't really imagine anywhere but North America repelling consumer demand for cheap EVs. Most countries importing what people want to buy seems like a circle of relative volume, cost and quality improvement destroying Teslas relevance.

Unfortunately, dealerships have lobbied for a lot of regulatory capture.

Tesla had to export their cars made in Texas and then import them back into Texas in order to sell them without a dealership.

The laws are from dealer groups with too much power trying to prevent car manufacturers from selling directly to the consumer.

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