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BYD

includes BYD Auto

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 16, 2024 by Ben Horowitz · said 2 times in 2 episodes since 2024 · across every show →

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brought up most by Ryan McEntush (1), Ben Horowitz (1)

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2024 1 mention in 1 episode

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Everything said about BYD, oldest first

May 16, 2024 bearish
Opinion
Horowitz: GM is vulnerable to Tesla because it only assembles cars
“GM is totally vulnerable to Tesla and BYD. This is why, you know, HP ended up being totally vulnerable to Apple because Apple was still building computers and HP was assembling computers and GM is assembling cars and Elon completely kind of re-engineered how y…”
Ben Horowitz May 16, 2024 ▶ 16:32 AI, Robotics & the Future of Manufacturing
Aug 4, 2025 negative
Assertion Partly supported
Smith: Chinese subsidies force BYD to rely on supplier loans
“We're seeing BYD having to take loans from its suppliers just to stay financially afloat, even though it's the best car company in the world because the Chinese government has paid A million other car companies to compete with BYD.”
Noah Smith Aug 4, 2025 ▶ 23:53 Dwarkesh Patel and Noah Smith on AGI and the Economy
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