BYD, every mention
23 scenes, the whole family · ← back to BYD
tap a year for its mentions
every year anyone TP Huang (TP Wang) 18Shayle Kann 18Michael Dunne 9Nat Bullard 5Sam Jaffe 3James Frith 2Akshat Rathi 2Scott Jacobs 1Landon Mossberg 1Corey Cantor 1
Verbatim, from the transcripts: the passages where BYD comes up
How China is reshaping the global auto market
- ▶ 10:59 Michael Dunne And top of the list there is your BYD. 2 times in the scene
- ▶ 15:05 Michael Dunne No, the, they'll start with the BYDC goal at about 8500 dollars.
- ▶ 15:05 Michael Dunne No, the, they'll start with the BYDC goal at about 8500 dollars.
- ▶ 25:43 Michael Dunne I know SAIC's in there, BYD's in there, Geely's in there. 3 times in the scene
- ▶ 26:56 Michael Dunne So, for example, that same seagull that sold in China at 10,000 dollars, let's call it, sells in Mexico for 20,000 dollars.
- ▶ 27:47 Michael Dunne BYD, for example, recently launched this midsize pickup truck called the Shark.
Calibrating hype with Akshat Rathi
- ▶ 7:58 Akshat Rathi So we had the CEO of Octopus Energy, which is the largest utility here in the UK on the pod, and this year, they've launched a BYD lease program, where you can just 2 times in the scene
The case for sodium-ion
- ▶ 12:09 Landon Mossberg Um, and you've, you're also hearing BYD, uh, push out their first sort of sodium ion packs.
The promise and perils of sodium-ion batteries
- ▶ 42:02 Adrian Yao And so that's basically CATL and BYD.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 35:59 Nat Bullard And in December of 2021, BYD had 0.2% market share, and of December 2024, it had 14.4% market share, making it the second biggest auto seller in Singapore, second only to Toyota.
What went wrong at Northvolt?
Unpacking China’s cheap battery costs
- ▶ 36:39 James Frith They've helped to build up these, these big companies that we know, BYD, CATL, Eve Energy, etc. 2 times in the scene
Demystifying the Chinese EV market
- ▶ 9:59 TP Huang (TP Wang) And during this time, you saw, like, a huge jump in, in sales from BYD and Lee Auto and a couple of the other players, but I think BYD is, like, the main driver right now in the, uh, eyes to an EV transformation. 2 times in the scene
- ▶ 11:07 TP Huang (TP Wang) And then what we noticed since is that BYD kind of like, I think they're the drivers behind some, a lot of the stuff because they managed to industrialize the, um, the production to such a level and got the cost down so much that, um, 10 times in the scene
- ▶ 12:38 TP Huang (TP Wang) And, uh, and, and I would say like, they, they also have like some of the more famous ones that you hear about, like Seagull, 2 times in the scene
- ▶ 12:44 TP Huang (TP Wang) And Dolphin, and the Seagull is kind of interesting because it's like a nice mini car, but probably interior size is more like a compact sedan, and that is going probably, you can probably buy it, if you get some haggling, you can probably…
- ▶ 33:23 TP Huang (TP Wang) One of the interesting things, if I remember correctly, is actually Apple had already picked BYD as their battery suppliers. 2 times in the scene
- ▶ 34:54 TP Huang (TP Wang) So, and we're also seeing like BYD getting into markets, especially in Southeast Asia and Latin America, where those markets were traditionally very heavily dominated by the, uh, the Japanese.
What’s really happening in the U.S. EV market?
- ▶ 24:27 Corey Cantor A little bit similar to BYD, in that they don't just have two EVs, they have the Ioniq V, which is a crossover.
- ▶ 26:08 Shayle Kann Well, you mentioned BYD, and, and we are talking about, primarily talking about the U.S. market, um, but still, I want to ask about the Chinese auto OEMs. 18 times in the scene
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 9:11 Nat Bullard But so too, for that matter, is BYD in China. 2 times in the scene
2023 trends: biomass, ESG, batteries and more
- ▶ 37:44 Nat Bullard LG was a 138 and ahead of BYD in China, which had a 120. 2 times in the scene
Crossing the valley of death
- ▶ 29:07 Scott Jacobs We developed a partnership several years ago and announced it publicly that we were working with BYD, the largest electric bus manufacturer in the world, I believe, um, to lease electric buses to take that high cost of customer…