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Compare at the same scale: Vantor Legion-2 image of the BYD plant in Zhengzhou as captured on 18 January 2025: https://livingatlas.arcgis.com/wayback/#mapCente

by dhx 9mo ago

Compare at the same scale: Vantor Legion-2 image of the BYD plant in Zhengzhou as captured on 18 January 2025: https://livingatlas.arcgis.com/wayback/#mapCenter=113.9361%2C34.3946%2C16 https://livingatlas.arcgis.com/wayback/#mapCenter=113.9361%2... Vantor WorldView-3 image of the Tesla plant in Austin as captured on 31 January 2024: https://livingatlas.arcgis.com/wayback/#mapCenter=-97.6189%2C30.2212%2C16 https://livingatlas.arcgis.com/wayback/#mapCenter=-97.6189%2...

toomuchtodo 9mo ago
The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)
- aeonfox 9mo ago
  No two ways to look at it. Electrification is the inevitable next step for mobility, and BYD are going to be top dog. It's pretty obvious why Tesla is 'diversifying'/divesting into robotics, but Asia has plenty of movers in that space too, not least BYD. SpaceX is the only moat Elon has left.
  - toomuchtodo 9mo ago
    China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary. China just carried out its second reusable launch attempt in three weeks - https://arstechnica.com/space/2025/12/china-just-carried-out-its-second-reusable-launch-attempt-in-three-weeks/ https://arstechnica.com/space/2025/12/china-just-carried-out... - December 23rd, 2025 (Long March 12A)
    - tw1984 9mo ago
      > China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary. extra fun - China is also spending lots of $$$ on electromagnetic rocket launch. China does bet on any particular technical path, it invests on all possible paths.
      - toomuchtodo 9mo ago
        Anti path dependency.
    - aeonfox 9mo ago
      Tbf, all moats are temporary. The moat of US 'exceptionalism' and the primacy of the US dollar not excluded. However, the timeframe isn't easy to predict.
pengaru 9mo ago
Uncaught TypeError: this._shaderModuleClass.inputs.findLast is not a function

by dhx 9mo ago

toomuchtodo 9mo ago

The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)

aeonfox 9mo ago
No two ways to look at it. Electrification is the inevitable next step for mobility, and BYD are going to be top dog. It's pretty obvious why Tesla is 'diversifying'/divesting into robotics, but Asia has plenty of movers in that space too, not least BYD. SpaceX is the only moat Elon has left.
- toomuchtodo 9mo ago
  China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary. China just carried out its second reusable launch attempt in three weeks - https://arstechnica.com/space/2025/12/china-just-carried-out-its-second-reusable-launch-attempt-in-three-weeks/ https://arstechnica.com/space/2025/12/china-just-carried-out... - December 23rd, 2025 (Long March 12A)
  - tw1984 9mo ago
    > China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary. extra fun - China is also spending lots of $$$ on electromagnetic rocket launch. China does bet on any particular technical path, it invests on all possible paths.
    - toomuchtodo 9mo ago
      Anti path dependency.
  - aeonfox 9mo ago
    Tbf, all moats are temporary. The moat of US 'exceptionalism' and the primacy of the US dollar not excluded. However, the timeframe isn't easy to predict.

pengaru 9mo ago

Uncaught TypeError: this._shaderModuleClass.inputs.findLast is not a function