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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 'divers
by 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 agoChina 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 agoAnti path dependency.
- aeonfox 9mo agoTbf, 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.