How BYD Overtook Tesla: Market Share, Margins & The Politics of EV Leadership

Welcome back to Market Mondays! In this short, hosts Troy Millings and Ian Dunlap dive into the explosive growth of BYD and what it means for Tesla and the broader electric vehicle (EV) market. 🚗⚡

The duo starts by comparing the relentless pace of BYD’s innovation—rolling out new products every 1–2 years—to the slower cycle at Tesla and legacy automakers like Ford, who take 3–4 years to bring fresh models to market. This rapid development, as Troy points out, is leaving Tesla behind in both innovation and market share.

But it’s not just about how fast you build cars. Ian riffs on BYD’s superior gross margins, noting that they’ve been better than Tesla’s for at least two or three years. The conversation then shifts to the risks of leaders getting too political in public. Using Elon Musk’s controversial actions as an example—resulting in a massive $200 billion market cap drop—Ian and Troy debate whether CEOs should keep personal politics behind closed doors. As Ian puts it, unless you’re Peter Thiel working in the shadows, it might be wise to stay quiet for the sake of your brand.

This short is a must-watch for anyone interested in EVs, investing, or the high-stakes world of tech leadership. You’ll get candid insights from two industry pros on why some companies thrive, why others fall behind, and how even a single move can shake up markets worldwide.

**Timestamps:**
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**Stay tuned, hit that subscribe button, and let us know in the comments what YOU think about the future of Tesla, BYD, and the EV race!**

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