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BYD

4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Mar 29, 2023 by David Senra · said 13 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Ben Gilbert (6), Charlie Munger (4), David Rosenthal (2), David Senra (1)

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2026 1 mention in 1 episode
2023 12 mentions in 2 episodes 6 per episode

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Everything said about BYD, oldest first

Mar 29, 2023 positive
Assertion Supported
BYD's Founder Succeeded by Ignoring Munger and Li Lu's EV Advice
“That Charlie and Li Lu Lu Li Li Lu gave the founder advice and he ignored it. And he was right. He's like, don't go in electric cars or whatever it was that he did.”
David Senra Mar 29, 2023 ▶ 2:48:29 Sessions: David Senra (Founders Podcast) · Acquired
Oct 30, 2023 positive
Opinion
Munger claims BYD founder Wang Chuanfu is better at manufacturing than Musk
“The guy at BYD is better at actually making things than Elon is.”
Charlie Munger Oct 30, 2023 ▶ 57:21 Charlie Munger (Audio) · Acquired
Oct 30, 2023 bullish
Opinion
Munger attributes BYD's success to Wang Chuanfu's IQ and reverse-engineering skills
“BYD was a miracle, but that guy works 70 hours a week and has a very high IQ. He can do things you can't do. You can look at somebody else's auto part and he can figure out how to make the goddamn thing.”
Charlie Munger Oct 30, 2023 ▶ 30:08 Charlie Munger (Audio) · Acquired
Oct 30, 2023 neutral
Assertion Partly supported
Munger says BYD almost went bankrupt building its early dealership network
“After huge mistakes, they almost went broke with their early dealership building system.”
Charlie Munger Oct 30, 2023 ▶ 56:18 Charlie Munger (Audio) · Acquired
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