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Comment by dhx | Hacker News Reader

Compare at the same scale:

Vantor Legion-2 image of the BYD plant in Zhengzhou as captured on 18 January 2025: https://livingatlas.arcgis.com/wayback/#mapCenter=113.9361%2...

Vantor WorldView-3 image of the Tesla plant in Austin as captured on 31 January 2024: https://livingatlas.arcgis.com/wayback/#mapCenter=-97.6189%2...

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The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)

No two ways to look at it. Electrification is the inevitable next step for mobility, and BYD are going to be top dog. It's pretty obvious why Tesla is 'diversifying'/divesting into robotics, but Asia has plenty of movers in that space too, not least BYD. SpaceX is the only moat Elon has left.

China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary.

China just carried out its second reusable launch attempt in three weeks - https://arstechnica.com/space/2025/12/china-just-carried-out... - December 23rd, 2025

(Long March 12A)

> China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary.

extra fun - China is also spending lots of $$$ on electromagnetic rocket launch.

China does bet on any particular technical path, it invests on all possible paths.

Anti path dependency.

Tbf, all moats are temporary. The moat of US 'exceptionalism' and the primacy of the US dollar not excluded. However, the timeframe isn't easy to predict.

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