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this post was submitted on 20 Feb 2024
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Yes BYD has surpassed Tesla on equal terms, or rather terms that actually benefit Tesla.
Tesla enjoys massive benefits in both USA selling EV quotas to other makers, and enjoying tax benefits and subsidies on top. In China they enjoy the same benefits of near zero tax, and benefits for selling EVs.
Tesla is surpassed by BYD now, but that will only get worse if EU regulate Chinese made cars.
Again I don't see how the warning against Chinese subsidized cars is relevant to Tesla. Except the warning could be that Tesla will lose even more market share if they lose their double ended benefits in both USA and China, that clearly make them more competitive in EU and globally too.