4 ms·

Tesla has no moat. BYD makes better EVs & is leading in battery tech. FSD has been promised forever & not delivered. Now Musky says - for cars to have real FS

by dzonga 6mo ago

Tesla has no moat. BYD makes better EVs & is leading in battery tech. FSD has been promised forever & not delivered. Now Musky says - for cars to have real FSD they need to be newer hardware tech. Robotaxis - Waymo is better.

dieselgate 6mo ago
> BYD ... is leading in battery tech. Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. I know that isn't a short scale by tech standards but has BYD, and others, really leap-frogged that much? I'm not in that space myself and do not keep up with EV benchmarks but am curious what advances or other changes were made. I recall reading Ford battery technology was also very good but interpreted that to be due to general advances in EV battery technology across the board rather than any one specific make/manufacturer.
- mort96 6mo ago
  > Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. It seems logical that if someone was going to surpass Tesla in battery tech, it'd be a battery company. BYD has, after all, been making batteries since its founding under the name "Shenzhen BYD Battery Company" 30 years ago.
- decimalenough 6mo ago
  BYD is one of Tesla's battery suppliers. https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteries-is-achieving-faster-charging-times/ https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteri...
  - dieselgate 6mo ago
    Interesting I had no idea, thanks.
decimalenough 6mo ago
BYD has its own "God's Eye" self-driving tech, and unlike Musk's pigheaded insistence on cameras only, BYD is incorporating LIDAR into their cars across the range: https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-to-have-lidar-self-driving-tech/ https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-...
- dzhiurgis 6mo ago
  > LIDAR You still believe that? https://www.youtube.com/watch?v=ukLgCJUeBuI https://www.youtube.com/watch?v=ukLgCJUeBuI
  - IshKebab 6mo ago
    There are plenty of FSD failure examples on YouTube too. I don't think you can draw conclusions from that. Especially because FSD isn't actually driverless yet, unlike Waymos.
    - dzhiurgis 6mo ago
      FSD clocked in 10billion miles, not in some geofenced playground mind you. You should be able to share some videos?
      - IshKebab 5mo ago
        There are literally hundreds. Just search for "FSD fail". This one's great. https://youtu.be/frGoalySCns https://youtu.be/frGoalySCns
        dzhiurgis 5mo ago
        I remember this. Driver posted telematics where it clearly shows he turned right into ditch. Next?
        IshKebab 5mo ago
xiphias2 6mo ago
It has nothing to be about moat. It's about its older car brands and oil so much that it doesn't stay competitive. Jensen Huang says that the same thing can happen to NVIDIA. Tinygrad is stopping exporting Blackwell based cards to most countries except the 10 Tier 1 countries, as all others need a few months of paperwork. Huawei GPUs don't have these export restrictions.
dzhiurgis 6mo ago
LOL, have you driven one? Other than nice alcantara interior the drive is just a mush and software is awful (BYD Sealion 7). Older ones (i.e. Atto 3) were obsolete from the factory. I got to sit in Zeekr 7x yesterday (top 3 in NZ by sales in April), hopefully I can get a test drive soon. It actually has every feature Tesla has (and more). Will be interesting to see how they actually execute.

by dzonga 6mo ago

dieselgate 6mo ago

> BYD ... is leading in battery tech. Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. I know that isn't a short scale by tech standards but has BYD, and others, really leap-frogged that much? I'm not in that space myself and do not keep up with EV benchmarks but am curious what advances or other changes were made. I recall reading Ford battery technology was also very good but interpreted that to be due to general advances in EV battery technology across the board rather than any one specific make/manufacturer.

mort96 6mo ago
> Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. It seems logical that if someone was going to surpass Tesla in battery tech, it'd be a battery company. BYD has, after all, been making batteries since its founding under the name "Shenzhen BYD Battery Company" 30 years ago.
decimalenough 6mo ago
BYD is one of Tesla's battery suppliers. https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteries-is-achieving-faster-charging-times/ https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteri...
- dieselgate 6mo ago
  Interesting I had no idea, thanks.

decimalenough 6mo ago

BYD has its own "God's Eye" self-driving tech, and unlike Musk's pigheaded insistence on cameras only, BYD is incorporating LIDAR into their cars across the range: https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-to-have-lidar-self-driving-tech/ https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-...

dzhiurgis 6mo ago
> LIDAR You still believe that? https://www.youtube.com/watch?v=ukLgCJUeBuI https://www.youtube.com/watch?v=ukLgCJUeBuI
- IshKebab 6mo ago
  There are plenty of FSD failure examples on YouTube too. I don't think you can draw conclusions from that. Especially because FSD isn't actually driverless yet, unlike Waymos.
  - dzhiurgis 6mo ago
    FSD clocked in 10billion miles, not in some geofenced playground mind you. You should be able to share some videos?
    - IshKebab 5mo ago
      There are literally hundreds. Just search for "FSD fail". This one's great. https://youtu.be/frGoalySCns https://youtu.be/frGoalySCns
      - dzhiurgis 5mo ago
        I remember this. Driver posted telematics where it clearly shows he turned right into ditch. Next?
        IshKebab 5mo ago

xiphias2 6mo ago

It has nothing to be about moat. It's about its older car brands and oil so much that it doesn't stay competitive. Jensen Huang says that the same thing can happen to NVIDIA. Tinygrad is stopping exporting Blackwell based cards to most countries except the 10 Tier 1 countries, as all others need a few months of paperwork. Huawei GPUs don't have these export restrictions.

dzhiurgis 6mo ago

LOL, have you driven one? Other than nice alcantara interior the drive is just a mush and software is awful (BYD Sealion 7). Older ones (i.e. Atto 3) were obsolete from the factory. I got to sit in Zeekr 7x yesterday (top 3 in NZ by sales in April), hopefully I can get a test drive soon. It actually has every feature Tesla has (and more). Will be interesting to see how they actually execute.