BYD
5 statements across 4 episodes · 3 bullish · 2 bearish · 2 people on the record · first statement Mar 7, 2024 by Bill Gurley · said 20 times in 3 episodes since 2025 · across every show →
Mentions by year
brought up most by Bill Gurley (17), Brad Gerstner (3)
tap a year for its mentions
2025 20 mentions in 3 episodes 7 per episode
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
Everything said about BYD, oldest first
Mar 7, 2024 bullish
Feb 5, 2025 bearish
Mar 21, 2025 bearish
Gerstner: China No Longer Depends on Nvidia for AI Inference
“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”
Aug 28, 2025 bullish
Gurley: Shenzhen entrepreneurial energy remains high despite reports of startup slump
“A lot of the locals heavily dispute that Financial Times graph that was going around about the number of startups. They said it just mismeasured the whole thing. And so, no, I don't sense that there's any lack of enthusiasm from entrepreneurs in towns like She…”