> I think Tesla's lunch will be eaten by BYD, either alone or together with other Chinese EV manufacturers, in part because Tesla has been resting on its laurel

> I think Tesla's lunch will be eaten by BYD, either alone or together with other Chinese EV manufacturers, in part because Tesla has been resting on its laurels for so long (still selling the model S!); The tech and featues in a Tesla are far beyond what BYD is even close to delivering. BYD's growth has been nothing close to Tesla's Tesla has around four times the net income of BYD despite BYD selling three times as many cars Telsa is making industry defining changes to manufacturing that BYD hasn't even started on Telsa is deploying more than double the battery capacity as BYD Tesla is far more vertically integrated than BYD Not sure how any of this is resting on laurels or at all a sign that BYD is at risk of being a threat