BYD

includes BYD Auto

3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Apr 26, 2024 by David Sacks · said 12 times in 10 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (9), Naval Ravikant (2), Chamath Palihapitiya (1)

tap a year for its mentions
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every mention, scene by scene, with the transcript →

Everything said about BYD, oldest first

Apr 26, 2024 bearish
Opinion
Sachs: Chinese EV competition is Tesla's only real long-term issue
“I would say the only issue they have that's a real long-term issue is just the Chinese competition. Companies like BDY are ramping up production of knockoff products at low prices, and so managing the competition with China is probably The only one of these is…”
David Sacks Apr 26, 2024 ▶ 28:27 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Aug 9, 2025 negative
Assertion Partly supported
Calacanis: BYD produces electric cars for half the price of US cars
“BYD producing cars now for half the price of American cars.”
Jason Calacanis Aug 9, 2025 ▶ 30:49 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Jan 23, 2026 negative
Assertion Not checkable as stated
Calacanis: Chinese government subsidizes BYD electric vehicles by 30-50%
“There's no way that the government isn't subsidizing those by 30, 40, 50%.”
Jason Calacanis Jan 23, 2026 ▶ 1:13:59 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
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