IIVI
Superstar
Elon better hope their robo taxi’s and Optimus are next level.
Of course we won’t be able to buy cheap in America.
Of course we won’t be able to buy cheap in America.
Last edited:
BYD releases battery that fully charges in 5 minutes with a range of 300 miles. Tesla’s newest battery was 4 years ago. Edit: Goes on sale next month.
- Thread starter IIVI
- Start date
cnevpost.com
Phate Zhang
4–5 minutes
(Image credit: BYD)
BYD (HKG: 1211, OTCMKTS: BYDDY) unveiled its new electric vehicle (EV) platform, continuing to show off its technological prowess and started pre-sales of the first two models based on the new platform.
The Chinese new energy vehicle (NEV) maker today unveiled its new electrification platform, which it calls the “Super e-Platform,” with the core consisting of blade batteries that support ultra-fast charging, high-performance electric motors, and a new generation of silicon carbide power chips.
BYD calls the batteries used in the platform flash-charge batteries, saying it has a 10 C charging multiplier, the highest of any mass-produced power battery in the world.
C is the charging multiplier of the battery, and 10 C theoretically means the battery can be fully charged in one-tenth of an hour -- six minutes.
BYD said it redesigned the blade batteries to allow faster ion transfer in the electrolyte and less resistance through the diaphragm, resulting in faster charging.
The batteries support charging voltages of up to 1,000 V and charging currents of up to 1,000 A, allowing charging power of up to 1,000 kW (kilowatt), all the highest in the world, according to the company.
1,000 kW is 1 MW (megawatt), which BYD said is the first time the industry has used MW as a unit of measurement for charging power, signifying that charging power has entered the MW era.
BYD today unveiled a supercharger that supports 1,000 kW of power, which it said can add 2 kilometers of range to an EV in one second, or 400 kilometers in five minutes.
The supercharger's charging power is twice the 500-kW peak power of Tesla's (NASDAQ: TSLA) latest V4 supercharger.
BYD will begin the construction of supercharging stations that support 1,000 kW of charging power, with plans to build more than 4,000 such facilities.
BYD will attach energy storage facilities to the superchargers so that the 1,000-kW charging power can be reached even in areas with insufficient power capacity.
BYD unveiled its new high-revving motor at today's event, which spins at up to 30,511 revolutions per minute.
This is the highest of any mass-produced motor in the world and the first mass-produced one to exceed 30,000 revolutions per minute, BYD said.
The motor has a peak power of up to 580 kW, the highest of any mass-produced motor in the world, exceeding the performance of a V12 fuel engine, according to the company.
The motor has a power density of 16.4 kW/kg, the highest in the industry, BYD said.
To support this high-power motor, BYD has developed a new generation of silicon carbide power chips with voltage ratings up to 1,500 volts.
The Han L EV sedan and Tang L SUV (sport utility vehicle) are the first models based on BYD's Super e-Platform, and both are available for pre-sales today.
The pre-sales price range for the Han L EV is RMB 270,000 ($37,330) to RMB 350,000, while the Tang L EV starts at RMB 280,000 to RMB 360,000 for pre-sales.
Both models boast strong performance, with the Han L EV accelerating from 0 to 100 kilometers per hour in 2.7 seconds and the Tang L EV in 3.6 seconds.
Both models are equipped with BYD's God's Eye B smart driving system, with hardware including a roof-mounted LiDAR.
In addition to the Han L EV and Tang L EV, BYD has also started accepting customer reservations for the hybrid Han L DM and Tang L DM, but no pricing information has been released.
The Han L DM and Tang L DM will be equipped with the most powerful variant of BYD's DM hybrid technology -- DM-p, which can accelerate from 0 to 100 kilometers per hour in 3.9 seconds and 4.3 seconds, respectively.
BYD will officially launch these models at another new launch event in early April.
($1 = RMB 7.2337)
BYD unveils new EV platform with 1,000-kW supercharging support, starts Han L, Tang L pre-sales
Phate Zhang
4–5 minutes
BYD (HKG: 1211, OTCMKTS: BYDDY) unveiled its new electric vehicle (EV) platform, continuing to show off its technological prowess and started pre-sales of the first two models based on the new platform.
The Chinese new energy vehicle (NEV) maker today unveiled its new electrification platform, which it calls the “Super e-Platform,” with the core consisting of blade batteries that support ultra-fast charging, high-performance electric motors, and a new generation of silicon carbide power chips.
BYD calls the batteries used in the platform flash-charge batteries, saying it has a 10 C charging multiplier, the highest of any mass-produced power battery in the world.
C is the charging multiplier of the battery, and 10 C theoretically means the battery can be fully charged in one-tenth of an hour -- six minutes.
BYD said it redesigned the blade batteries to allow faster ion transfer in the electrolyte and less resistance through the diaphragm, resulting in faster charging.
The batteries support charging voltages of up to 1,000 V and charging currents of up to 1,000 A, allowing charging power of up to 1,000 kW (kilowatt), all the highest in the world, according to the company.
1,000 kW is 1 MW (megawatt), which BYD said is the first time the industry has used MW as a unit of measurement for charging power, signifying that charging power has entered the MW era.
BYD today unveiled a supercharger that supports 1,000 kW of power, which it said can add 2 kilometers of range to an EV in one second, or 400 kilometers in five minutes.
The supercharger's charging power is twice the 500-kW peak power of Tesla's (NASDAQ: TSLA) latest V4 supercharger.
BYD will begin the construction of supercharging stations that support 1,000 kW of charging power, with plans to build more than 4,000 such facilities.
BYD will attach energy storage facilities to the superchargers so that the 1,000-kW charging power can be reached even in areas with insufficient power capacity.
BYD unveiled its new high-revving motor at today's event, which spins at up to 30,511 revolutions per minute.
This is the highest of any mass-produced motor in the world and the first mass-produced one to exceed 30,000 revolutions per minute, BYD said.
The motor has a peak power of up to 580 kW, the highest of any mass-produced motor in the world, exceeding the performance of a V12 fuel engine, according to the company.
The motor has a power density of 16.4 kW/kg, the highest in the industry, BYD said.
To support this high-power motor, BYD has developed a new generation of silicon carbide power chips with voltage ratings up to 1,500 volts.
The Han L EV sedan and Tang L SUV (sport utility vehicle) are the first models based on BYD's Super e-Platform, and both are available for pre-sales today.
The pre-sales price range for the Han L EV is RMB 270,000 ($37,330) to RMB 350,000, while the Tang L EV starts at RMB 280,000 to RMB 360,000 for pre-sales.
Both models boast strong performance, with the Han L EV accelerating from 0 to 100 kilometers per hour in 2.7 seconds and the Tang L EV in 3.6 seconds.
Both models are equipped with BYD's God's Eye B smart driving system, with hardware including a roof-mounted LiDAR.
In addition to the Han L EV and Tang L EV, BYD has also started accepting customer reservations for the hybrid Han L DM and Tang L DM, but no pricing information has been released.
The Han L DM and Tang L DM will be equipped with the most powerful variant of BYD's DM hybrid technology -- DM-p, which can accelerate from 0 to 100 kilometers per hour in 3.9 seconds and 4.3 seconds, respectively.
BYD will officially launch these models at another new launch event in early April.
($1 = RMB 7.2337)
Json
Superstar
I heard the batteries steal your data!!
banned!
banned!
beenz
Rap Guerilla
I just saw a video this morning about this very subject.
I wish BYD's were sold in the united states. they'd crush tesla and many other car companies simply cuz they cannot compete on price alone.
I remember the Boer hysterically laughing and dismissing BYD as a competitor just 14 years ago.
Who's laughing now?
Who's laughing now?
1/36
@Chr1stopherHo
BYD isn't just beating Tesla - it's humiliating them:
• Sold 4 Million EVs in 2024 (Twice that of Tesla)
• Tesla, Ford, and Toyota fight over its batteries
• Warren Buffett invested $232M for a 10% stake
How China quietly built BYD into the world's biggest EV empire
2/36
@Chr1stopherHo
Elon Musk once laughed at BYD for competing with Tesla.
But the same company forced Tesla to sell their cars at dirt cheap prices and is now ambushing Elon to back out of China.
How a "man you've never heard of" pressured Elon to rethink everything
https://video.twimg.com/amplify_video/1899828243777142785/vid/avc1/450x360/L3PpOgJ8FX4slXZF.mp4
3/36
@Chr1stopherHo
In 1995, a chemist named Wang Chuanfu started BYD making batteries for Nokia phones.
In 2003, with ZERO car experience, he bought a failing state-owned automaker
Everyone laughed until Warren Buffett invested $232M for a 10% stake.
But the story starts with the Chinese govt...
4/36
@Chr1stopherHo
20 years ago China was on track to become the largest importer of oil.
The auto industry was growing, meaning their dependency on oil would increase even more.
Also, foreign players dominated the Chinese automotive market.
The govt had to act, and they had to act FAST...
5/36
@Chr1stopherHo
China realized they would never catch up to Japan or Germany in combustion engines. That race was already lost.
So they made a key decision: Skip gasoline cars entirely and dominate EVs instead.
The Chinese govt poured $29 billion into EV development between 2009-2022.
6/36
@Chr1stopherHo
You see, the battery typically accounts for 30-40% of the total cost of an EV.
So China started acquiring mines globally and building refineries for every battery mineral. Today China controls:
• 100% of graphite refining
• 75% of cobalt refining
• 60% of lithium refining
7/36
@Chr1stopherHo
Even if other countries mine the materials, they still need China to refine them.
China also enacted policies giving BYD an immediate scale.
The city of Shenzhen alone converted 16,000 buses to BYD electric models. Instant volume, instant revenue.
8/36
@Chr1stopherHo
Then BYD launched its "Blade Battery" - an LFP battery that:
• Uses no expensive nickel or cobalt
• Charges to 80% in 30 minutes
• Has unprecedented safety (can be punctured without catching fire)
• Costs 30-40% less to manufacture
https://video.twimg.com/amplify_video/1899828377147588608/vid/avc1/640x360/Us0qyW6A0HqI2Js5.mp4
9/36
@Chr1stopherHo
In 2020, BYD's blade battery passed the infamous "nail penetration test" that made other EV batteries explode.
When they pierced the BYD Blade Battery with a nail—nothing happened. No fire. No explosion.
The industry was in shock. And even Tesla couldn't ignore it.
https://video.twimg.com/amplify_video/1899828413499846656/vid/avc1/360x640/D5qalOveMfNxcbf0.mp4
10/36
@Chr1stopherHo
By 2022, Tesla began buying these batteries from BYD for its Berlin-made Model Y.
But it's not just Tesla—BYD batteries now power vehicles from Toyota, Kia, and Ford.
Even Apple partnered with BYD for their secret car project.
11/36
@Chr1stopherHo
BYD makes everything in-house:
• Mine their own lithium
• Refine their own minerals
• Make their own chips and semiconductors
• Build their own batteries
• Produce their own motors
This allows BYD to build EVs at costs that terrify Western automakers.
12/36
@Chr1stopherHo
In 2023, BYD launched the Seagull—a modern, 200-mile range EV for just $11,500.
That's 1/4 the price of Tesla's cheapest car!
How is this possible? BYD's profit per vehicle is just $1,200 compared to Tesla's $9,000.
They're playing the VOLUME game while Tesla chases margins.
13/36
@Chr1stopherHo
BYD's production capacity exceeds 4 million vehicles annually.
In 2024, BYD overtook Volkswagen to become the best-selling car brand in China.
BYD's R&D operation is impressive too:
• 100,000+ R&D staff
• 39,000+ patents
• $5.7B annual R&D budget (exceeding Tesla's $3.9B)
14/36
@Chr1stopherHo
Wang Chuanfu didn't run BYD alone.
He built a team of elite operators who handled day-to-day execution while he focused on the 20-year vision.
This is what level 5 of delegation looks like.
15/36
@Chr1stopherHo
Every successful founder scales their company via delegation.
But most founders keep drowning in tasks they should delegate.
That's why Athena finds you assistants who take care of things so you can focus on your company
Athena | Top-tier Assistants, World-class Delegation
16/36
@Chr1stopherHo
If you found this thread valuable:
1. Follow me @chr1stopherHo for more threads on entrepreneurship and delegation.
2. RT the linked tweet to spread the word.
[Quoted tweet]
BYD isn't just beating Tesla - it's humiliating them:
• Sold 4 Million EVs in 2024 (Twice that of Tesla)
• Tesla, Ford, and Toyota fight over its batteries
• Warren Buffett invested $232M for a 10% stake
How China quietly built BYD into the world's biggest EV empire
17/36
@WholeMarsBlog
Actually, Tesla sold more BEVs than BYE in 2024.
You’re including BYD’s gas powered plug in hybrids.
Of course there are many companies that sell more gas cars than Tesla. But Tesla is the largest manufacturer of pure EVs in the world
18/36
@AndyBxxx
I’m pretty sure Buffett divested…
19/36
@VolatilityVIX
American's likely still think Chinese cars are as bad as they used to be, and rightfully so, they used to be a joke
I'm telling you, I've tested them and these new BYD models are INCREDIBLE! They make Tesla look like fake toys in comparison
20/36
@CryptoCX1
Half of the 4m were hybrids. Misleading data, nice clickbait though I guess.
21/36
@thomaspower
"BYD isn’t just beating Tesla - it’s humiliating them:
https://twitter.com/i/grok?conversation=1900071688848515566
Sold 4 Million EVs in 2024 (Twice that of Tesla)"
Analysis: The claim that BYD sold 4 million EVs in 2024 is inaccurate when referring strictly to battery electric vehicles (BEVs). According to web sources, BYD’s total vehicle sales in 2024, including both BEVs and plug-in hybrid electric vehicles (PHEVs), reached approximately 4.27 million units. However, its BEV sales alone were 1.76 million, while Tesla delivered 1.79 million BEVs. This means Tesla slightly edged out BYD in BEV sales, not the other way around, and certainly not by a factor of two. The "4 million EVs" figure likely conflates BYD’s total new energy vehicle (NEV) sales (BEVs + PHEVs), but even then, claiming "twice that of Tesla" is incorrect since Tesla’s 1.79 million BEV deliveries are not half of 4.27 million. This part of the statement exaggerates BYD’s lead and misrepresents the BEV comparison.
"Tesla, Ford, and Toyota fight over its batteries"
Analysis: BYD is a major battery manufacturer, and its Blade Battery technology has gained attention for its safety and cost advantages. Tesla has indeed sourced batteries from BYD for some models, such as the Model Y produced in China, as reported in 2022. Ford has explored partnerships with BYD’s battery division, notably for a planned factory in Michigan (though this faced political scrutiny in the U.S.). Toyota has collaborated with BYD on EV development, including a joint venture for the bZ3 electric sedan launched in 2022. While "fight over" is hyperbolic, it’s true that these automakers have engaged with BYD for its battery tech, lending some credibility to this claim. However, the extent of competition or dependency is overstated without specific evidence of a fierce rivalry.
"Warren Buffett invested $232M for a 10% stake"
Analysis: Warren Buffett’s Berkshire Hathaway invested approximately $230 million in BYD in 2008, acquiring a stake that was initially around 10% (225 million shares at HK$8 each). This is close to the $232 million cited, so the figure is reasonably accurate. However, Berkshire has since reduced its stake significantly, dropping below 5% by mid-2024 due to sales amid rising trade tensions. The post implies this investment is a current highlight, which overlooks the fact that Buffett’s firm has been divesting, not holding or increasing, its position. Thus, while historically correct, it’s misleading in the present context without noting the sell-off.
Conclusion
The post contains a mix of partial truths and inaccuracies:
The claim of "4 million EVs" misrepresents BYD’s BEV sales and exaggerates the gap with Tesla, which led in BEV deliveries (1.79 million vs. 1.76 million).
The battery claim has a basis in reality but is dramatized; Tesla, Ford, and Toyota have worked with BYD, though "fight over" lacks substantiation.
The Buffett investment is historically accurate but outdated, as Berkshire’s stake has shrunk significantly.
Overall, the post appears to inflate BYD’s dominance over Tesla and lacks precision. Based on the data, BYD is a formidable player—especially in total NEV sales—but it’s not "humiliating" Tesla in BEV sales, where the two remain neck-and-neck. The inaccuracies suggest a narrative-driven take rather than a strictly factual one. Posts on X often prioritize engagement over precision, and this seems to fit that pattern.
Always cross-check such claims @grok with primary data, like company filings or official sales reports, rather than taking social media at face value!
22/36
@PLynchado
Are these numbers accurate? @AskPerplexity
23/36
@MickSandyland
For the record it was Warren's partner Charlie Munger who bought the stock for BH after a tip from investor Li Lu. As of 2025 Warren has now sold almost all of their BYD position.
24/36
@SchotborghCesar
Have you driven a BYD and a Tesla the same day? The difference is night and day. BYD sells more because it has an EV for less than USD 17 K; even like that, they don't have the best-selling EV.
25/36
@tslataur
Selling 4 million $10k shyt boxes isn't comparable to selling 2 million best in class vehicles. Love the hype though. BYD is one of those that I'd be more likely to short than invest, surely you know how mainland co's manage books, they survive because of gov't injections.
26/36
@jcvbavaria
That's not true:
Last year, in 2024, BYD sold 1,764,992 EVs ..
The rest of their sales are ICE cars (hybrids) ..
So they still need to transition to 100% EVs and then we'll see how profitable they are
27/36
@ionyad
Charlie Munger not Warren Buffet. Same firm different personalities
28/36
@jujujayb
Nice thread - 100% false
29/36
@alejandroreyes
Never seen one lol
30/36
@wllottnwldr
Last name checks out
31/36
@0x_Vivek
byd's rise unstoppable. china's ev dominance.
32/36
@jcl4tx
Buffett exited that play. BYD is an amazing company. They build electric busses in America and battery tech is crazy good but you don’t understand. Tesla is so far ahead of any ev company in the world. /search?q=#tsla don’t even hold patents and still no one can catch up.
33/36
@dagsteel
but it's china, no one in the US wants one.......
34/36
@loveallaroundu
BYD IS NOT selling more BEVs than Tesla! Yet! And comparing a manufacturer that includes combustion engines vehicles with a small battery (EVs)
is NOT accurate! But I guess you know this.. BYD is doing a good job, but they have too many models and no profit margins on most of their portfolio of BEVs.
35/36
@mathieu_gillion
Stop including Hybrids in Ev category ! Hybrids are ICE vehicle with tiny batteries … on 100% EV Tesla and BYD are quite similar on yearly production !
36/36
@SwissTechMind
And Warren Buffett sold most of his position
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
@Chr1stopherHo
BYD isn't just beating Tesla - it's humiliating them:
• Sold 4 Million EVs in 2024 (Twice that of Tesla)
• Tesla, Ford, and Toyota fight over its batteries
• Warren Buffett invested $232M for a 10% stake
How China quietly built BYD into the world's biggest EV empire
2/36
@Chr1stopherHo
Elon Musk once laughed at BYD for competing with Tesla.
But the same company forced Tesla to sell their cars at dirt cheap prices and is now ambushing Elon to back out of China.
How a "man you've never heard of" pressured Elon to rethink everything
https://video.twimg.com/amplify_video/1899828243777142785/vid/avc1/450x360/L3PpOgJ8FX4slXZF.mp4
3/36
@Chr1stopherHo
In 1995, a chemist named Wang Chuanfu started BYD making batteries for Nokia phones.
In 2003, with ZERO car experience, he bought a failing state-owned automaker
Everyone laughed until Warren Buffett invested $232M for a 10% stake.
But the story starts with the Chinese govt...
4/36
@Chr1stopherHo
20 years ago China was on track to become the largest importer of oil.
The auto industry was growing, meaning their dependency on oil would increase even more.
Also, foreign players dominated the Chinese automotive market.
The govt had to act, and they had to act FAST...
5/36
@Chr1stopherHo
China realized they would never catch up to Japan or Germany in combustion engines. That race was already lost.
So they made a key decision: Skip gasoline cars entirely and dominate EVs instead.
The Chinese govt poured $29 billion into EV development between 2009-2022.
6/36
@Chr1stopherHo
You see, the battery typically accounts for 30-40% of the total cost of an EV.
So China started acquiring mines globally and building refineries for every battery mineral. Today China controls:
• 100% of graphite refining
• 75% of cobalt refining
• 60% of lithium refining
7/36
@Chr1stopherHo
Even if other countries mine the materials, they still need China to refine them.
China also enacted policies giving BYD an immediate scale.
The city of Shenzhen alone converted 16,000 buses to BYD electric models. Instant volume, instant revenue.
8/36
@Chr1stopherHo
Then BYD launched its "Blade Battery" - an LFP battery that:
• Uses no expensive nickel or cobalt
• Charges to 80% in 30 minutes
• Has unprecedented safety (can be punctured without catching fire)
• Costs 30-40% less to manufacture
https://video.twimg.com/amplify_video/1899828377147588608/vid/avc1/640x360/Us0qyW6A0HqI2Js5.mp4
9/36
@Chr1stopherHo
In 2020, BYD's blade battery passed the infamous "nail penetration test" that made other EV batteries explode.
When they pierced the BYD Blade Battery with a nail—nothing happened. No fire. No explosion.
The industry was in shock. And even Tesla couldn't ignore it.
https://video.twimg.com/amplify_video/1899828413499846656/vid/avc1/360x640/D5qalOveMfNxcbf0.mp4
10/36
@Chr1stopherHo
By 2022, Tesla began buying these batteries from BYD for its Berlin-made Model Y.
But it's not just Tesla—BYD batteries now power vehicles from Toyota, Kia, and Ford.
Even Apple partnered with BYD for their secret car project.
11/36
@Chr1stopherHo
BYD makes everything in-house:
• Mine their own lithium
• Refine their own minerals
• Make their own chips and semiconductors
• Build their own batteries
• Produce their own motors
This allows BYD to build EVs at costs that terrify Western automakers.
12/36
@Chr1stopherHo
In 2023, BYD launched the Seagull—a modern, 200-mile range EV for just $11,500.
That's 1/4 the price of Tesla's cheapest car!
How is this possible? BYD's profit per vehicle is just $1,200 compared to Tesla's $9,000.
They're playing the VOLUME game while Tesla chases margins.
13/36
@Chr1stopherHo
BYD's production capacity exceeds 4 million vehicles annually.
In 2024, BYD overtook Volkswagen to become the best-selling car brand in China.
BYD's R&D operation is impressive too:
• 100,000+ R&D staff
• 39,000+ patents
• $5.7B annual R&D budget (exceeding Tesla's $3.9B)
14/36
@Chr1stopherHo
Wang Chuanfu didn't run BYD alone.
He built a team of elite operators who handled day-to-day execution while he focused on the 20-year vision.
This is what level 5 of delegation looks like.
15/36
@Chr1stopherHo
Every successful founder scales their company via delegation.
But most founders keep drowning in tasks they should delegate.
That's why Athena finds you assistants who take care of things so you can focus on your company
Athena | Top-tier Assistants, World-class Delegation
16/36
@Chr1stopherHo
If you found this thread valuable:
1. Follow me @chr1stopherHo for more threads on entrepreneurship and delegation.
2. RT the linked tweet to spread the word.
[Quoted tweet]
BYD isn't just beating Tesla - it's humiliating them:
• Sold 4 Million EVs in 2024 (Twice that of Tesla)
• Tesla, Ford, and Toyota fight over its batteries
• Warren Buffett invested $232M for a 10% stake
How China quietly built BYD into the world's biggest EV empire
17/36
@WholeMarsBlog
Actually, Tesla sold more BEVs than BYE in 2024.
You’re including BYD’s gas powered plug in hybrids.
Of course there are many companies that sell more gas cars than Tesla. But Tesla is the largest manufacturer of pure EVs in the world
18/36
@AndyBxxx
I’m pretty sure Buffett divested…
19/36
@VolatilityVIX
American's likely still think Chinese cars are as bad as they used to be, and rightfully so, they used to be a joke
I'm telling you, I've tested them and these new BYD models are INCREDIBLE! They make Tesla look like fake toys in comparison
20/36
@CryptoCX1
Half of the 4m were hybrids. Misleading data, nice clickbait though I guess.
21/36
@thomaspower
"BYD isn’t just beating Tesla - it’s humiliating them:
https://twitter.com/i/grok?conversation=1900071688848515566
Sold 4 Million EVs in 2024 (Twice that of Tesla)"
Analysis: The claim that BYD sold 4 million EVs in 2024 is inaccurate when referring strictly to battery electric vehicles (BEVs). According to web sources, BYD’s total vehicle sales in 2024, including both BEVs and plug-in hybrid electric vehicles (PHEVs), reached approximately 4.27 million units. However, its BEV sales alone were 1.76 million, while Tesla delivered 1.79 million BEVs. This means Tesla slightly edged out BYD in BEV sales, not the other way around, and certainly not by a factor of two. The "4 million EVs" figure likely conflates BYD’s total new energy vehicle (NEV) sales (BEVs + PHEVs), but even then, claiming "twice that of Tesla" is incorrect since Tesla’s 1.79 million BEV deliveries are not half of 4.27 million. This part of the statement exaggerates BYD’s lead and misrepresents the BEV comparison.
"Tesla, Ford, and Toyota fight over its batteries"
Analysis: BYD is a major battery manufacturer, and its Blade Battery technology has gained attention for its safety and cost advantages. Tesla has indeed sourced batteries from BYD for some models, such as the Model Y produced in China, as reported in 2022. Ford has explored partnerships with BYD’s battery division, notably for a planned factory in Michigan (though this faced political scrutiny in the U.S.). Toyota has collaborated with BYD on EV development, including a joint venture for the bZ3 electric sedan launched in 2022. While "fight over" is hyperbolic, it’s true that these automakers have engaged with BYD for its battery tech, lending some credibility to this claim. However, the extent of competition or dependency is overstated without specific evidence of a fierce rivalry.
"Warren Buffett invested $232M for a 10% stake"
Analysis: Warren Buffett’s Berkshire Hathaway invested approximately $230 million in BYD in 2008, acquiring a stake that was initially around 10% (225 million shares at HK$8 each). This is close to the $232 million cited, so the figure is reasonably accurate. However, Berkshire has since reduced its stake significantly, dropping below 5% by mid-2024 due to sales amid rising trade tensions. The post implies this investment is a current highlight, which overlooks the fact that Buffett’s firm has been divesting, not holding or increasing, its position. Thus, while historically correct, it’s misleading in the present context without noting the sell-off.
Conclusion
The post contains a mix of partial truths and inaccuracies:
The claim of "4 million EVs" misrepresents BYD’s BEV sales and exaggerates the gap with Tesla, which led in BEV deliveries (1.79 million vs. 1.76 million).
The battery claim has a basis in reality but is dramatized; Tesla, Ford, and Toyota have worked with BYD, though "fight over" lacks substantiation.
The Buffett investment is historically accurate but outdated, as Berkshire’s stake has shrunk significantly.
Overall, the post appears to inflate BYD’s dominance over Tesla and lacks precision. Based on the data, BYD is a formidable player—especially in total NEV sales—but it’s not "humiliating" Tesla in BEV sales, where the two remain neck-and-neck. The inaccuracies suggest a narrative-driven take rather than a strictly factual one. Posts on X often prioritize engagement over precision, and this seems to fit that pattern.
Always cross-check such claims @grok with primary data, like company filings or official sales reports, rather than taking social media at face value!
22/36
@PLynchado
Are these numbers accurate? @AskPerplexity
23/36
@MickSandyland
For the record it was Warren's partner Charlie Munger who bought the stock for BH after a tip from investor Li Lu. As of 2025 Warren has now sold almost all of their BYD position.
24/36
@SchotborghCesar
Have you driven a BYD and a Tesla the same day? The difference is night and day. BYD sells more because it has an EV for less than USD 17 K; even like that, they don't have the best-selling EV.
25/36
@tslataur
Selling 4 million $10k shyt boxes isn't comparable to selling 2 million best in class vehicles. Love the hype though. BYD is one of those that I'd be more likely to short than invest, surely you know how mainland co's manage books, they survive because of gov't injections.
26/36
@jcvbavaria
That's not true:
Last year, in 2024, BYD sold 1,764,992 EVs ..
The rest of their sales are ICE cars (hybrids) ..
So they still need to transition to 100% EVs and then we'll see how profitable they are
27/36
@ionyad
Charlie Munger not Warren Buffet. Same firm different personalities
28/36
@jujujayb
Nice thread - 100% false
29/36
@alejandroreyes
Never seen one lol
30/36
@wllottnwldr
Last name checks out
31/36
@0x_Vivek
byd's rise unstoppable. china's ev dominance.
32/36
@jcl4tx
Buffett exited that play. BYD is an amazing company. They build electric busses in America and battery tech is crazy good but you don’t understand. Tesla is so far ahead of any ev company in the world. /search?q=#tsla don’t even hold patents and still no one can catch up.33/36
@dagsteel
but it's china, no one in the US wants one.......
34/36
@loveallaroundu
BYD IS NOT selling more BEVs than Tesla! Yet! And comparing a manufacturer that includes combustion engines vehicles with a small battery (EVs)
is NOT accurate! But I guess you know this.. BYD is doing a good job, but they have too many models and no profit margins on most of their portfolio of BEVs.35/36
@mathieu_gillion
Stop including Hybrids in Ev category ! Hybrids are ICE vehicle with tiny batteries … on 100% EV Tesla and BYD are quite similar on yearly production !
36/36
@SwissTechMind
And Warren Buffett sold most of his position
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
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IIVI
Superstar
Officially goes on sale in their cars next month. So it’s not some empty “promise” years away either like these other CEO’s make.
They didn’t even talk about it until it was time to drop. Then released a product x3 better than their competitors’.
At their price, it means you’d only spend about $50k total the rest of your life on “everyday use” cars if you get a new car every 10 years.
Like I said many times before, I’d gladly buy an American-made top-of-the-line Ford Mustang and park it next to a hyper-efficient Chinese-made EV in my garage.
They didn’t even talk about it until it was time to drop. Then released a product x3 better than their competitors’.
At their price, it means you’d only spend about $50k total the rest of your life on “everyday use” cars if you get a new car every 10 years.
Like I said many times before, I’d gladly buy an American-made top-of-the-line Ford Mustang and park it next to a hyper-efficient Chinese-made EV in my garage.
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Vandelay
Life is absurd. Lean into it.
fukk Tesla.
At this point if China has to overtake us, so be it.
At this point if China has to overtake us, so be it.
Richard Glidewell
Yall done tore all the bottom of ya shoes w/me!!!
Gotta figure out how to aquire these asap.......fukk musk and oil at the same time
The Pledge
If it’s a lie, then we fight on that lie.
Can't wait to cop a BYD. The interior alone on those shyt all over that Great Value bullshyt Tesla puts out.
