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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 11mo 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 11mo 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 11mo 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 11mo ago
        Anti path dependency.
    • aeonfox 11mo 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.