BYD, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where BYD comes up

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▶ 14:11 Bill Gurley First of all, I, I was invited to, um, visit BYD. 10 times in the scene
▶ 19:14 Bill Gurley Um, and then he also, like BYD, they hired a European designer, um, that came in and helped him out.
▶ 24:05 Bill Gurley I mean, BYD has, um, a big presence in Hungary and they have a fact they're building a factory in, or already have one in Mexico. 2 times in the scene
▶ 34:45 Bill Gurley Xiaomi and BYD already are.
▶ 42:54 Bill Gurley So when I, I brought that up with, uh, I brought up the subsidization with Stella Lee at BYD and she said, she said, if I'm getting all this government subsidy money, can you please find it and show it to me? 2 times in the scene

▶ 8:38 Brad Gerstner 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.
▶ 23:49 Bill Gurley Like if you look at BYD sales and into Europe and that kind of thing, but boy, you know, talk about
▶ 42:00 Brad Gerstner With BYD, it could very well turn the tables, and we could be dependent upon Huawei for next generation AI chips instead of the United States, and so protecting that level of innovation here in Silicon Valley is important, but let's talk…

▶ 0:31 Brad Gerstner But to think that they're not going to have BYD building great cars, or they're not going to have DeepSeq building great models, or they're not going to have rocket companies that copy us and can land themselves like that, that would be…

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