Tesla has no moat.
BYD makes better EVs & is leading in battery tech.
FSD has been promised forever & not delivered. Now Musky says - for cars to have real FSD they need to be newer hardware tech.
Robotaxis - Waymo is better.
BYD makes better EVs & is leading in battery tech.
FSD has been promised forever & not delivered. Now Musky says - for cars to have real FSD they need to be newer hardware tech.
Robotaxis - Waymo is better.
Jensen Huang says that the same thing can happen to NVIDIA. Tinygrad is stopping exporting Blackwell based cards to most countries except the 10 Tier 1 countries, as all others need a few months of paperwork. Huawei GPUs don't have these export restrictions.
Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. I know that isn't a short scale by tech standards but has BYD, and others, really leap-frogged that much?
I'm not in that space myself and do not keep up with EV benchmarks but am curious what advances or other changes were made. I recall reading Ford battery technology was also very good but interpreted that to be due to general advances in EV battery technology across the board rather than any one specific make/manufacturer.
It seems logical that if someone was going to surpass Tesla in battery tech, it'd be a battery company. BYD has, after all, been making batteries since its founding under the name "Shenzhen BYD Battery Company" 30 years ago.
https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteri...
https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-...
You still believe that? https://www.youtube.com/watch?v=ukLgCJUeBuI
You should be able to share some videos?
Next?
https://youtube.com/shorts/iGGZGNIpVmM
I'm sure there are reasonable explanations for some of them (just like with Waymo). There really are lots though.
Do you have a link though? Because I could only find articles about the initial incident; nothing about telematics he posted. The driver's name is Wally apparently which makes searching easier...
Funnily if you search for "tesla fsd crash compilation" instead you get tons of videos where car prevents crashes. Funny how that works.
Other than nice alcantara interior the drive is just a mush and software is awful (BYD Sealion 7). Older ones (i.e. Atto 3) were obsolete from the factory.
I got to sit in Zeekr 7x yesterday (top 3 in NZ by sales in April), hopefully I can get a test drive soon. It actually has every feature Tesla has (and more). Will be interesting to see how they actually execute.