What occurs to me is the different approaches to attacking the same market. BYD, at least as characterized by the author, took an incremental approach to learni

What occurs to me is the different approaches to attacking the same market. BYD, at least as characterized by the author, took an incremental approach to learning the technology and market, starting with buses as a kind of low-hanging fruit and then building on that learning. Tesla identified the primary market challenge of range anxiety and design & performance stereotypes went straight at them with high consequence investments in charger infrastructure, battery technology strategies, gigafactory, 'appealing' design, and incredible performance. It's kind of a tortoise vs. hare and at least as far as this article is concerned, both approaches are having success on their own terms.