208 points cisc 1 hour ago 195 comments

reactordev 1 hour ago | parent

The west doesn’t want to move forward and instead are doubling down on fossil fuel energy. It’s so sad. Car manufacturers have succeeded in lobbying out change and making your vehicle a subscription.

XorNot 1 hour ago | parent

"the West" geographically yes but the Australian public is hoovering up EVs right now.

Whoever hits the right window on an electric ute is going to make bank (it's probably more about getting another battery price reduction at this point so you can throw energy at the aerodynamics and range issues).

Danox 1 hour ago | parent

Australia and New Zealand don’t make cars? They have no skin in the game…

ranger_danger 1 hour ago | parent

Are you suggesting customer demand does not influence car manufacturers?

freeone3000 41 minutes ago | parent

Not as much as the car manufacturers influence demand.

cromka 1 hour ago | parent

The west? As far as I am concerned, EU moves towards EVs as well. Not as fast as China does, but it does. It's the US that doubles down on ICEs (pun intended).

anon7725 1 hour ago | parent

You realize that “the west” is not just the United States, right? There are plenty of western countries around the world where EV sales are exploding. The Nordic countries and Australia come immediately to mind.

Australia has also seen an immense uptake in residential solar and batteries, driven by tariff-free imports from China.

p_j_w 1 hour ago | parent

> The west doesn’t want to move forward and instead are doubling down on fossil fuel energy

The west? You mean the USA. Europe is happy to leave the past behind.

mc32 1 hour ago | parent

Check and see where VW, BMW, Citroen and Peugeot are with regard to EV production vs ICE. They are no where near 'wanting to leave the past behind' as it would mean lots of mittelstands losing out and lots of jobs evaporating.

dnautics 1 hour ago | parent

China is the one doubling down on fossil fuels. They are commissioning several coal plants. Meanwhile, the us is still reducing CO2 emission (us is currently at pre-WWI levels) and the mix of renewables is increasing.

Hikikomori 1 hour ago | parent

They're building everything. Built more solar in 2025 than the US has in total, almost the same for wind, and currently building 36 nuclear plants. Also building more coal but coal usage is going down.

samrus 1 hour ago | parent

Coal is a stopgap for china. Until their renewables expansion can sustain their growth targets. They are being very veey aggresive in renewables until then to make that happen

dnautics 1 minute ago | parent

> Coal is a stopgap for china

Citation needed.

Sylarr 1 hour ago | parent

pre-WW1 what? Source?

adaml_623 59 minutes ago | parent

Per capita they are correct. Lots of coal burnt inefficiently for heating houses perhaps.

To be honest there are a few red flags in the comment we've replied to if you know what I mean

anon7725 58 minutes ago | parent

US CO2 emissions peaked in 2007 at 6.1B tonnes and is currently estimated around 4.9B tonnes. In 1914 it was 1.5B tonnes.

https://ourworldindata.org/grapher/annual-co2-emissions-per-...

adaml_623 1 hour ago | parent

Can you tell me your source for your comment

Google says that in the last 5 years China has increased renewable from 464 GW to 1,840 GW

And fossil fuels from 1,250 GW to ~1,590 GW

So given they are increasing the mix of renewables I'm not sure doubling down on renewables is a good phrase

dnautics 59 minutes ago | parent

adaml_623 41 minutes ago | parent

Yes. China are building power stations to power their country.

I was wondering why you said doubling down and then said the US were increasing their renewable mix when China is doing that as well.

You obviously know the per capita emissions are lower from China because your WWI reference is to per capita.

dnautics 3 minutes ago | parent

Ok. Forget per capita. The us is reducing absolute co2 emissions and China is not.

tialaramex 19 minutes ago | parent

China is building more coal plants but they're burning slightly less coal. They can do that because they're not Capitalists, so the fact that it's less economical doesn't matter to them if it meets their goals. These new plants are definitely stranded assets. For the US that would need massive government subsidies, in China they can just decide it shall be so.

> us is currently at pre-WWI levels

This involves quite a lot of sleight of hand which I'll generously assume you didn't understand. Firstly the measure you're thinking of per capita rates, whereas the Greenhouse Effect only cares about total emissions which are of course enormously higher; Secondly this requires carefully choosing a brief window ("pre-WW1") when the US used almost only coal, producing a tremendous amount of CO2 for its relatively small population; Thirdly it just entirely ignores the amount of off-shoring everything anybody else makes and then ships to the US is magically carbon-free under this thinking.

dnautics 4 minutes ago | parent

Ok Christ. Drop per capita. The us (and just about every western country) is reducing co2 emissions and China is not. Happy?

bashtoni 1 hour ago | parent

The real story here is the splintering of "the west". The US doesn't want to move forward, but UK, Europe, AU/NZ all do.

It's not clear to me where Canada stands on this issue. I know they're an exporter of fuel to the US, so perhaps they are more US aligned on this? Sadly, I think this highlights the problem with Carney's middle powers idea - it's difficult to all work together when you have competing interests.

elchief 1 hour ago | parent

the citizens want cheap electrics

but the federal and ontario governments want to protect the auto industry in southern ontario

we did just let in something like 50,000 chinese vehicles this year though

BLKNSLVR 3 minutes ago | parent

As far as anecdotal evidence from AU, in the last 12 months the number of EVs on the road has exploded. Only a year ago, maybe a bit longer, I'd specifically notice the odd BYD here or there. Now, you can't get stuck in traffic without having a couple of them within ten metres.

Tesla's have been around the place for a while, but are also increasingly present, but are a greatly decreasing percentage of EVs.

Relevant stats: https://solarcalculator.com.au/blog/ev-sales-statistics/

0xbadcafebee 1 hour ago | parent

It's less an industry thing and more a war thing. US wants to fight more wars and for that you need a plentiful supply of portable energy that other countries can't block. For physical wars that's petroleum fuels. By controlling "Greater North America" they can secure their cheap fuel supply and hunker down here. Investing in green energy would de-emphasize the infrastructure you need to process and use massive amounts of oil for cheap.

zamadatix 1 hour ago | parent

A lot of the fossil fuel industry is interested in people switching to electric. Not every one of them produces automotive gasoline after all.

mulderc 1 hour ago | parent

BYD is basically the only car company that has showed off cars I would like to buy.

jwallace98221 1 hour ago | parent

Same. The only brand I know that even comes close is Kia but even then they don't have many EV's and the cost is still pretty high compared to BYD.

retinaros 1 hour ago | parent

there is a reason.

sublinear 1 hour ago | parent

Is there a reputable summary that explains the cheaper sales price? I'm having a hard time believing it all boils down to politics, but there's way too much noise in the way.

sleepyguy 45 minutes ago | parent

What most folks in the USA don't understand, BYD manufactures two types of vehicles. One type is for the domestic market (cheaper and dangerous), the other is for export (meets some semblance of safety). I have heard that the export models are built to higher standards and are more dependable, hence the higher price than domestic models.

kube-system 29 minutes ago | parent

This is business as normal for most large automakers -- segmenting different parts of their product lineup for different regulatory markets.

For example, the original VW Beetle from 1938 was sold in Mexico up until 2003.

And even models that are sold in different regions may lack some safety features in other regions: e.g. https://www.latinncap.com/en/result/44/chevrolet-spark-no-ai...

kube-system 35 minutes ago | parent

Why BYD is cheap? They're heavily vertically integrated, they're ruthless about cutting production costs, they operate in an environment with more manufacturing talent than anywhere else, and they're a young company without many legacy costs.

bigyabai 51 minutes ago | parent

Because China has a surplus of batteries, electric motors, ICs and microcontrollers?

If it isn't, it's certainly an advantage over the trashy EVs we have in America.

overfeed 21 minutes ago | parent

The reason is there's fierce competition between automotive companies in China.

Markets elsewhere that consolidated down to the 2 or 3 domestic champions that settled into a comfortable coexistence with their domestic "competition", and are coddled by protectionist government policy will have a hard time remembering how to compete for real.

mikeryan 1 hour ago | parent

Hyundai and Kia are being hit pretty hard by tariffs, and the expiration of the EV tax credit.

https://www.carscoops.com/2026/03/tariffs-kill-kias-hottest-...

AlotOfReading 58 minutes ago | parent

The tariff thing is a bit misleading if you're not familiar with the industry. Kia/Hyundai produce some of the "most domestic" vehicles on the market. Hyundai EVs were beating all American brands (incl. Tesla) by domestic content when the tariffs came into effect. Those lines are very well positioned to accommodate them.

The article is talking about a certain specialty model that's only produced in Korea, probably because it's low volume.

turtlebits 1 hour ago | parent

Kia (and Hyundai) have a big problem with their ICCUs dying. They extended the warranty but no fix, which means your car could die at any time.

kccqzy 28 minutes ago | parent

You are repeating years-old news by now. It’s true that the 2022 through 2025 model years had the ICCU problem, but they improved the ICCU design in 2026, with both better hardware (heavier duty power electronics) and better software (slow start for 12V charging).

Of course time will tell whether this brings failure rate down to be negligible. But I feel pretty confident.

tpm 1 hour ago | parent

Kia has ev2,3,4(x2),5,6 and 9, plus the pv5 in our market. They probably just determined they can't sell them in your market.

seattle_spring 1 hour ago | parent

I tried to buy an EV3 last weekend but every dealership around me is sold out through the year.

Not clear to me why they started it with such low inventory, but I ended up getting a new Leaf since I couldn't wait another bunch of months.

postepowanieadm 1 hour ago | parent

They have some minor problems like axis falling off.

mikeryan 1 hour ago | parent

Is it supposed to do that?

esskay 1 hour ago | parent

No, that is not very typical.

ta2112 37 minutes ago | parent

Not since 1945

JumpCrisscross 1 hour ago | parent

Is that an issue with their export models?

netsharc 38 minutes ago | parent

Sounds like they're encroaching on Tesla's expertise, then!

chupchap 29 minutes ago | parent

Haven't heard of this in Australia and BYTD sells a lot here

Hamuko 1 hour ago | parent

I think the only Chinese EV that interests me is the Xiaomi SU7, and even then I'm extremely unlikely to ever buy one.

onion2k 1 hour ago | parent

The Koenigsegg CCGT1 looks quite nice.

cousin_it 1 hour ago | parent

The Jonckheere Rolls-Royce is my #1.

ajmurmann 1 hour ago | parent

I was in Montevideo this weekend and all car service cars I rode were Chinese EVs. They all seemed great and when I had Claude look up pricing they were all very well-priced. While I myself would loe a BYD Seagull or Dolphin, the more expensive ones like the Greely EX5 looked much cooler than much more expensive cars I see on roads in the US.

lostNFound 30 minutes ago | parent

I live in Punta del Este, we just bought a Geely and a BYD (both) coming from a VW ID.3.

For BYD, a Dolphin 2027 for 21K + VAT. Insane value, by extreme far the best price-perf vehicle in the country’s history. Has every single little thing you might want. For that size and price, at least.

Notably, Tesla is attempting to destabilize the local market, coming in at 30K+VAT for the Premium Model Y which is cheaper than the US, Europe and pretty much anywhere.

I still prefer BYD by far, and not supporting the “controversial fellow”.

At a 20x electricity to gas price ratio (depending on factors, but yes), EVs are key here.

scottyah 1 hour ago | parent

Why?

otterley 44 minutes ago | parent

Have you seen the Xiaomi SU7 yet? It's a very nice piece of kit. https://www.youtube.com/watch?v=sdSusCDZcDg

mulderc 39 minutes ago | parent

I would never spend $40k on a car, way too much.

recursive 34 minutes ago | parent

That's pretty close to the median car price. Would you never spend that much or that little? It's hard to tell what you mean.

mulderc 31 minutes ago | parent

That is WAY more than I would ever spend for a car.

recursive 26 minutes ago | parent

If that's true, you'll probably just never buy a new car, so it's nothing particular about BYD.

xp84 21 minutes ago | parent

Not sure why you're throwing so much shade at people as though only poors would look at cars below forty thousand dollars. The 2027 Camry and the 2027 Escape both start at under $30,000. Tesla 3 is under $39,000.

Not everyone likes to blow 50-100 grand on an asset which loses 50% of its value in 3 years. Especially considering how much they're trending toward being so expensive to repair and unreliable that keeping it on the road after the warranty runs out is also expensive.

mulderc 10 minutes ago | parent

The BYD car I am interested in is ~$15k in China.

xp84 26 minutes ago | parent

Nobody uses that expression to mean they would prefer to spend more, unless it's in the context where the number is so low that it implies a safety or fraud issue. e.g. "I would never buy a 5 cent burrito"

There's little point in spending more than $ 40,000 - especially for the crap currently being peddled in the U.S. I bought a 3-year-old electric luxury SUV with significantly under 20,000 miles for well under that.

I mean, if you're rolling in money, and don't need it for savings or more important purposes, you do you. But I'm with GP. 40,000 is excessive. Even in our devalued 2026 money.

otterley 17 minutes ago | parent

Nobody cares what you would personally spend on a vehicle. The point is that it's a very good value, relatively speaking, for a new vehicle of its class.

mulderc 7 minutes ago | parent

The person was asking me if I had seen a specific car and I gave them my reaction to that car. BYD has cars I want that they sell for ~$15k in China which look like a much better value to me.

redanddead 6 minutes ago | parent

i would love to spend >$100k on a great electric car, idk if they're quite there yet and the rocket boosters aren't doing it for me in the tesla line up lol

Still needs a step change upgrade on the battery tech

TacticalCoder 34 minutes ago | parent

> BYD is basically the only car company that has showed off cars I would like to buy.

They're not bad when you're in them but they're not amazing either. The thing is: they're incredibly good value compared to other brand new cars.

But the interior of a great many german cars (for example) is still qualitatively not just a bit but way above BYD.

neves 30 minutes ago | parent

That's why you myst tariff them to protect America capitalism

jwallace98221 1 hour ago | parent

And the United states is likely to never get them. Unlike the chicken tax with light trucks, I wouldn't be surprised if the BIG 3 are so afraid they lobby to completely block them from ever being built and sold here.

toomuchtodo 1 hour ago | parent

US is less than 19% of the global auto market. It’s unfortunate, but the rest of the world will get them.

BYD is having another ten car carriers built to support growing exports. They’ll be the world‘s biggest auto maker in the next five years.

BYD expands EV shipping fleet as wars upend freight costs and key trade routes - https://news.ycombinator.com/item?id=50333037 - November 2026

- The world’s largest electric vehicle maker will expand its fleet of car-carrying cargo ships to 18 from eight by 2029, according to shipping industry reports. Each new carrier will have the capacity to carry about 9,200 cars and will be built by China Merchants Industry.

- Owning its fleet could cut BYD’s cost to ship each car abroad by as much as 40% compared with renting carriers, according to one industry estimate. BYD’s increasing export capacity could help it push further into global markets, intensifying competition for automakers including Tesla and traditional U.S. brands.

https://cnevpost.com/2026/09/07/byd-targets-2-5-million-over...

- BYD aims to sell more than 2.5 million vehicles overseas in 2027, extending its rapid international growth through a larger shipping fleet and increased production abroad

- Its Indonesian plant has started production, its Brazilian plant is ramping toward annual capacity of 300,000 vehicles, and its Hungarian plant is expected to begin assembly in November or December, Deutsche Bank noted.

teachrdan 1 hour ago | parent

I would hazard that they'll buy their way into the local market: partner with a Big 3 manufacturer, build a plant somewhere in the South, and then sell a car 50% more expensive than what they sell in Mexico.

ranger_danger 1 hour ago | parent

I would say it's actually more complicated than that. Here is a good video that goes over the situation, and multiple perspectives on it: https://www.youtube.com/watch?v=Nim61oVLdwk

TL;DR They severely reduced the number of components by integrating parts into larger pieces. This trades upfront cost savings for longevity concerns and repair prices down the road.

One could argue the US wants to ban them solely because it undercuts other manufacturers, but there's more.

You can also argue it's not good for many other people, like:

- the average consumer (that expects a quality long-lasting product)

- the insurance companies that will be footing a lot of the repair bills

- independent repair shops that either won't get those jobs, cannot actually perform the work due to tech/service monopolies, or simply lose revenue because the work is shorter

masfuerte 1 hour ago | parent

Surely it will be better for the insurance companies. Higher costs lead to higher premiums and higher profits.

ranger_danger 1 hour ago | parent

Sortof. There's no guarantee they wouldn't lose customers/revenue if everyone started buying BYDs or NIOs... they could decline to insure those cars at all due to the high repair cost, or not cover all of it, and that affects more than just themselves.

marris 1 hour ago | parent

That's not how insurance profits work. The profit is the spread between insurer income (premiums) and expense (repair costs).

masfuerte 20 minutes ago | parent

Right. But if BYD costs more to repair they'll charge higher premiums to cover that cost.

cyberax 1 hour ago | parent

We already have stats for Tesla Model 3, and they rarely have problems with the battery and propulsion. So it's a trade-off, fewer parts also mean that you can overengineer them more easily.

There are also third-party replacements available now, because it's not that hard to manufacture most EV components, outside the critical high-voltage paths.

drop_star 1 hour ago | parent

Is there a point where they have no choice?

criddell 1 hour ago | parent

I've been seeing more and more JAC small pickup trucks (diesel though, not electric) around Austin lately. I think people are bringing them up from Mexico.

diath 1 hour ago | parent

I've been in a few BYDs as a passenger, I actually cannot fathom people spending money on them considering how low/cheap quality the interiors are. Like those garbage thin fake leather seats will have to be replaced within a year of use tops. Oh and also we broke the trunk's bedding by putting a mere 40kg bag in it, it just straight up collapsed.

KumaBear 1 hour ago | parent

Does it get you to point A and B? Is it an EV? Is it cheaper than the options currently available? If yes some people will say it’s worth it.

MarkWayneNewton 1 hour ago | parent

This is not the place to have a negative opinion.

shitloadofbooks 1 hour ago | parent

What models? The mid and top-tier models are on par with entry-level Euro, for half the price.

My Sealion 7 is nicer than my C-Class Mercedes.

GordonS 1 hour ago | parent

Was going to say something similar - the interior on my Sealion 7 is great! It's better than the BMW or E-Class Mercedes I had before.

moorow 55 minutes ago | parent

Yeah, with some minor exceptions (the interior door handles what the hell lol), my SL7 has similar interior quality to my Audi S4.

4ndrewl 1 hour ago | parent

They just need to last 3 years on a PCP for most people. No-one buys cars any more.

mixmastamyk 1 hour ago | parent

40kg is heavy, two medium plates in weighlifting.

switchbak 1 hour ago | parent

Sure, but it shouldn't break a damn car.

mixmastamyk 20 minutes ago | parent

Depends how you drop it.

hagbard_c 1 hour ago | parent

40 kg is nothing? A feed bag? A lead-acid battery? My backpack? I've put far heavier things in the back of our cars - generators, compactors, engine blocks - without a buckle or a scratch to show for it. That's in European-style station wagons like Skoda Octavia or Volvo V-series.

scottyah 56 minutes ago | parent

You do not have a 40kg backpack. That's like the max rated load for one designed to haul elk or moose carcasses out of tight spots in short trips.

Multi-day backpacking trips rarely exceed 60lbs, and even that is way too much- the recommendation is 14–18 kg max for most people.

soperj 52 minutes ago | parent

you have an 88 pound backpack? No you don't.

JoeAltmaier 50 minutes ago | parent

I had a 60 lb backpack when I hiked Philmont years ago. I wasn't the heaviest one there, not by far.

cyberax 1 hour ago | parent

So you don't see past the leather seats?

(That approximately nobody outside the US really cares about)

DaSHacka 25 minutes ago | parent

Well, and the fact that GP's bag literally broke the car, but sure it's only because the seats weren't leather.

rootsudo 1 hour ago | parent

I can. There’s no other equivalent in south east Asia. They are consistent, they are cheap to operators, they have a viable and trusted dealer network and are cheap to purchase with immediate upsides.

Have you priced a similar car like a Toyota vios or Yaris or Honda hrv or brv. These are ICE and gas is what, in the Philippines 2$.gallon?

The only viable alternative that is non Chinese for South east Asia is ironically Vinfast, which are available in the USA and quite ibexpensively.

If you’re biggest claim is the “sear” and the “trunk bedding” you are missing the entire point of what this car is and it’s market position.

But hey, this is how propaganda works.

pelagicAustral 1 hour ago | parent

Take it easy Grok

inthebay 1 hour ago | parent

It's bringing EVs to the masses. There's so much potential in places like Europe and Latin America, where most consumers don't drive big SUVs and trucks. Apparently battery packs were about $1,200 per kWh in 2010, today it's $140/kWh. EVs are finally becoming mainstream

whalesalad 1 hour ago | parent

I feel like they are literally Tesla replicas. I thought fit and finish inside the few I’ve been in over the last 2 years or so was pretty good.

ajmurmann 1 hour ago | parent

Unlike Teslas, several that I've been in had a small display that showed things like current speed in the traditional position behind the steering wheel. Only having that large, center display in newer Tesla's freaks me out. I haven't driven one myself but it seems very unergonomic.

whalesalad 34 minutes ago | parent

I've been in 6 or 7 between Spain and Indonesia (Uber/Grab). All of them had RGB mood lighting, enormous center displays, large digital gauge clusters, full pano sunroofs, good materials, good sound isolation from outside, and great AC. It's not a surprise the big three in the US are lobbying so hard to keep them out of the US... they'd be obliterated.

viraptor 1 hour ago | parent

It's really not much different than most cars people use every day. Nothing weird is happening with my seats. (Sealion 7) And I put 40kg+ in the boot without problems either. I've not seen reports of this being a problem overall - maybe you just got very unlucky?

I get not liking something for personal preference reasons, but going as far as garbage and cheap quality in this case just... doesn't match reality. It's a perfectly fine car that works. Lots of people are happy with it.

aianus 1 hour ago | parent

I don't know the model exactly but every Uber (maybe six of them?) I was in in Mexico City was the same model BYD and it was really plasticky and they all rattled on every bump in the road.

Maybe their more expensive models are better but they're damaging their brand putting it on those cars.

dabinat 1 hour ago | parent

The average consumer isn’t going to buy an electric car for climate reasons - they’re going to buy it to save money. So they want it cheap and they want to not have to wait ages for it to charge. The Chinese cars deliver on both fronts (provided sufficient infrastructure for fast charging). If the car doesn’t last 10 years that’s okay if they’re saving enough money.

10xDev 57 minutes ago | parent

If you want to save money, you either buy from a domestic brand or a used Toyota Yaris and squeeze out as many miles from it as you can while having the option to use a local mechanic. Electric cars still make up a small minority of the market.

bluGill 35 minutes ago | parent

The average American could save a couple thousand dollars per year in fuel costs by driving an electric car. Over 12 years that could pay for a cheap electric car. If you drive a lot more than average, you would save even more money.

AndrewDavis 27 minutes ago | parent

In the US sure, thanks to laws preventing Chinese EVs. But look around at other countries.

In Australia, EVs are now 25% of the new car market, that's far from a small minority.

And sure a used Toyota Yaris might be cheaper for now but it won't be for long. A new Yaris starts from around $30k, you can buy multiple new EVs for cheaper than that. Which has caused downward prices on used EVs, you can buy a 2nd hand Nissan leaf for $6500.

And due to our abundance of rooftop solar much of Australia have access to domestic electricity plans that have hours of free usage a day, meaning if you can charge at home you can charge for free which really pushes the value proposition further

maxglute 1 hour ago | parent

> spending money on them considering how low/cheap quality the interiors are

Because that's the point. It's a cheap reliable car that cut corners for high $$$ ROI fleet cars. There's reason most of PRC taxi fleet converted to BYD EVs over last 10 years. It's statistically battle proven and economical, they'll 500,000km like ICE fleet cars and save 30k USD - on fuel + maintenance savings alone you can buy another 2 fleet BYDs. Like a fleet operator would have to be economically stupid to not go for BYD tier EV. You get to enjoy cheap seats.

vehemenz 52 minutes ago | parent

I’d still take it over the obscene prices of electric cars in the American market.

jackvalentine 45 minutes ago | parent

Bought a BYD, cross shopped it with some Mazdas and Toyotas. For less money we got more fruit, a full BEV and the Japanese brands materials were equivalent or worse.

Toyota interiors in particular are hard plastic monstrosities.

bunderbunder 44 minutes ago | parent

I'm sort of reminded of the Regular Car Reviews review of the Geo Metro, where he spent the first maybe 5 minutes of the video trying to manage viewers expectations. So he talked for a while about judging a thing based on how good it is at being what it's trying to be, not how bad it is at being something else. And then he talked for a while about how the Geo Metro's entire purpose is to be as economical as possible.

And then he spent the rest of the review talking about all the features that people typically hated on, but in a positive light. Because if your primary goal is to make the cheapest car, with the highest fuel economy, for the benefit of people who don't have a whole lot of spending money, those were exactly the design compromises to be making.

mplewis 38 minutes ago | parent

Think you're thinking of a Model 3

cowlevel 10 minutes ago | parent

Well, they're cheap cars aren't they? That's often the single most important thing.

Other people can't fathom why people buy Android phones instead of Apple.

When American companies cut costs we call it innovation.

jimbokun 5 minutes ago | parent

I imagine for many consumers the choice is between the BYD or no car at all.

chupchap 4 minutes ago | parent

I've had a BYD Sealion 6 for 1.5 years in Australia and no such issues till now

unethical_ban 1 hour ago | parent

There is no logical reason to ban vehicles except protectionism and protection of manufacturing capability domestically. There is no security risk from Chinese EVs that requires a full ban.

ranger_danger 1 hour ago | parent

Disagree... they're a lot more integrated than other cars, meaning less parts in a way, which is cheaper to buy, but much more expensive to repair later.

Consumers want protection from cars they can't afford to fix.

Insurance companies want protection from costly warranty repairs.

Mechanics want protection from cheap highly-integrated gatekept parts that they can't work on, and/or won't get paid as much for.

rafaelmn 1 hour ago | parent

>Consumers want protection from cars they can't afford to fix.

Said who ? If it's under warranty for long enough and cheap enough then I don't really care even if I have to fully replace it in 5 years and sell for scrap. Without tariffs that's what the price would be.

ranger_danger 1 hour ago | parent

Are you suggesting consumers want cars they can't fix?

They may regret it when the battery dies and it's a $20k repair because they're actually structural components on those cars. Or a single $20 sensor dies that's part of a larger non-serviceable $5k component.

unethical_ban 1 hour ago | parent

I don't think that's a concern sufficient to ban import. Why not impose requirements for spare parts manufacturing and modularity?

Again, if they wanted to work in the interest of affordability and electric vehicle promotion, they would. They're being protectionist for Ford and GM.

motionlessveloc 1 hour ago | parent

And that's why we're banning American-made Teslas, where denting the rear bumper requires replacing the entire back of the car because of all the sensors and cameras baked in. Right?

twodave 1 hour ago | parent

There are plenty of other reasons. Humanitarianism is a big one, but there are others.

lifeisgood99 46 minutes ago | parent

Can't say that when you got concentration camps and gestapo running the streets.

hagbard_c 1 hour ago | parent

> There is no security risk from Chinese EVs that requires a full ban.

Just because you're not paranoid doesn't mean they're not out to [map] you.

Of course there is a risk to allowing networked automobile sensor packages on your streets if they're feeding a potential adversary live info on everything going on on and around your roads. Denying this isn't virtuous or smart or benevolent, it is at the best naïve.

unethical_ban 1 hour ago | parent

I'm not naive. They could require cars be functional with zero network connectivity.

They don't need to ban a nation's cars, they need to set safety standards.

But they want cars to be trackable by their own systems, so they don't want the public getting reacquainted with privacy protection.

scottyah 49 minutes ago | parent

Specific bans/standards from imported vehicles hasn't worked very well in the past.

SpicyLemonZest 55 minutes ago | parent

I mean, right, but the word "protectionism" isn't the end of the argument. US-China trade relations are conducted in the context of the extremely serious problem that one day not too long from now China will rupture them by invading Taiwan. The US has to protect itself from that.

unethical_ban 33 minutes ago | parent

It'd be lovely if we could competently say that out loud rather than pretending it's about consumer privacy.

scottyah 39 minutes ago | parent

EVs connect to people's home wifi and they are probably the most powerful compute on the network. You claim to be Infosec, yet cannot fathom any issues here?

unethical_ban 32 minutes ago | parent

You can't fathom some kind of automobile designed without network connectivity?

127 38 minutes ago | parent

The thing about protectionism is that sometimes it works. Also China is definitely not playing any kind of a fair game. Also adding another supply chain dependency is definitely a geopolitical risk.

paimapi 1 hour ago | parent

I feel like most of the people I know (Americans) don't truly realize how utterly dense and populuated Chinese cities are.

I think about my home city (6th largest in the US) with its singular interstate looping around our metro area - and Beijing has five of these ring roads on top of having a far more robust public transportation system and tons of scooter/bike usage still.

A single carmaker outselling all of US-made electric vehicles is just normal especially given the prices of these cars (down to something like $8000 USD) and the fact that they live in such dense areas that don't require you to drive 20 miles just to, for eg, get to a Costco or something. So you can have these ultracheap cars with maybe twice the range of lithium-powered golf carts and not spend a ton of money on it along with having 5x the population.

samrus 1 hour ago | parent

One bellweather reason for this state being impressive is that this is china's domestic market demonstrating the buying power needed to fuel private innovation

This used to be something only the US could do. China always had the population. But it wasnt rich enough to create local demand. Now it can and that creates a flywheel effect of feuling its own innovation, like EVs, LLMs, reusable rockets, sattelite ISPs, and all the other thingsthe US prides itself on.

And eventually it might even make novel things the US or anyone else hasnt even made yet. If that happens then the american empire is truly over

Thrymr 51 minutes ago | parent

BYD is also expected to export 2.5 million vehicles outside China this year. They are the largest manufacturer of EVs in the world, and not just for the Chinese market.

petcat 1 hour ago | parent

USA bans the onboard Chinese automotive software for national security reasons, effectively banning Chinese cars.

For all the talk about data and technology sovereignty in Europe about USA tech, you would think they would take that more seriously too. Instead Europe is flooded with underpriced Chinese cars that they have no control over.

moorow 52 minutes ago | parent

I mean, do you really think they were banned for national security reasons? Or to protect Tesla and US ICE manufacturers?

petcat 31 minutes ago | parent

There can be several motivations that are all equally valid. We should ask Europeans if they think national security has become a major concern in the face of their overwhelming reliance on USA technology and services.

machomaster 29 minutes ago | parent

We in the EU do take it more seriously, hence the switch from unreliable US based tech to local or Chinese.

IlikeMadison 25 minutes ago | parent

Europe is nowhere near flooded. You are out of your mind.

aucisson_masque 13 minutes ago | parent

It’s not flooded, most ev car are Europeans. And the commission just recently put a quota on the number of imported Chinese EV.

haunter 1 hour ago | parent

I've yet to see an actual premium EV akin to the ICE cars from Lexus, Acura, or Genesis.

In fact that's my problem with all EVs because EVEN Lexus, Acura, and Genesis is not sticking to their premium quality when they release an EV version of their ICE cars. The Lexus ES ICE is legendary. The Lexus ES EV looks like a plastic coffin with 2 tablets. It's probably the zeigeist of car designs and/or my taste but I feel all EVs look the same without much personality. Not even mentioning the chinese brands because Geely, Leapmotor, BYD etc all look the same to me.

Say we have a Lexus LX 600 https://www.lexus.com/models/LX Why does this car can't be released as is, the same design and same interior but with an EV drivetrain?

para_parolu 1 hour ago | parent

There is staggering number of consumer debt in us because people buy luxury cars they can’t afford. We don’t need more 100k evs. We need 20k evs.

BLKNSLVR 14 minutes ago | parent

It is consistently funny / revealingly human the lengths people will go to bad-mouth something they're irrationally biased against in order to not appear irrationally biased.

My extended family has three EVs now, and they're fucking great for our needs. They get us to where we need to go, and save us at least $350 a month in fuel.

Having said that, we're in the exact scenario pocket where EVs make sense: We can charge at home overnight, our daily commutes are 50km maximum, we have solar panels and cheap overnight electricity rates, we don't need to tow anything pretty much ever.

EVs are less niche than they were, but they're still not as commodity/utility friendly as ICE cars, but the niche is growing quickly. Interestingly, the haters I've encountered rapidly soften when they actually experience driving in an EV - they're still a ways away from looking to buy one for themselves, but they're noticeably less militantly/irrationally opposed than they were.

Caveat: 1 of the EVs is a 2014 Nissan Leaf, which is at about 80% of its original range. The other two are less than a year old Chinese EVs, and so I can't and won't speak to long term reliability - that's definitely a risk we were willing to take, and won't know whether it was worth it until a few years down the track.

solyin 1 hour ago | parent

Car makers can't win! Release an EV with "personality" aka looks different from an ICE, and people will complain why can't they make an EV that looks like a normal car. Release an EV that looks like a normal ICE and someone's going to complain it has no personality. Ah well.

jaapz 1 hour ago | parent

It's as if the world is filled with many people with lots of different opinions

dinkblam 1 hour ago | parent

> yet to see an actual premium EV akin

thats because there is zero demand as has been all over the news the past years. the european and especially german car industry wasted billions on EV strategies that now have to be rewound because it turns out there is basically zero demand for expensive EVs. people that can afford expensive cars want ICE.

tw04 1 hour ago | parent

The Cadillac Escalade IQ is… a Cadillac Escalade with an electric powertrane. It is as nice as any of the brands mentioned.

The Lucid gravity is in the same discussion.

Lexus is releasing the TZ which is the equivalent to the TX gasser.

hedora 1 hour ago | parent

The BMW i4 is probably what you're looking for.

I think it's a huge regression vs. the goofy looking i3 (which is carbon fiber, has a working jog wheel, etc). The i4 is basically exactly a modern BMW sedan, but an EV. I think they moved to a platform that lets them just switch between ICE, hybrid and EV. You can even set the safety tone to make it sound like a BMW with tuned exhaust pipes.

detourdog 59 minutes ago | parent

My i3 is my favorite car ever. If it looked like a BMW I would have never considered it. The i3 is such a pure design statement. The only other ev I would describe that way is the now defunct Canoo.

cperciva 1 hour ago | parent

Have you looked at Polestars? They're nicer than any ICE car I've ever driven.

detourdog 58 minutes ago | parent

Chased out of the USA by policy decisions.

delta_p_delta_x 1 hour ago | parent

> an actual premium EV

Porsche Taycan.

mabunday 59 minutes ago | parent

Have you had a chance to ride in the Chinese EVs? Opinions on exterior designs are pretty subjective and change a lot over time (see: Porsche 996). I've driven and ridden in a lot of Chinese EVs over the past two years and find them much more luxurious than ICE cars across the price range. Most of them have huge panoramic sunroofs now that make even the small cars feel open and spacious, the technology is actually useful instead of a gimmick (Chinese navigation apps are way better than western ones, which is a big deal when the primary interface is a tablet), many of the cars can autopark/drive, they have cameras for all the blind spots, USB-c and magnetic chargers everywhere, fast charging, etc. etc.

I would encourage anyone that lives in America or Europe and hasn't been to China in the past five years to go see it for yourself. Take what western media writes with a grain of salt - you might be surprised.

bunderbunder 57 minutes ago | parent

Luxury seems like a tricky move for EVs. All those extra features add weight, which eats into range. I would guess that undermines your own sales pitch because people who want to spend a lot on their car are generally going to be people who expect to spend a lot of time in their car.

I imagine it's just a fundamentally more palatable compromise for an ICE vehicle. You maybe bump the size of the fuel tank a bit and assume your clientele aren't going to be all that much more cost sensitive about fuel than they are about sticker price and maintenance.

paxy 1 hour ago | parent

Comparing it to the US isn’t really meaningful considering the EV market here is on life support.

Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back. ICE emission regulations were repealed. Individual states were barred from enforcing their own standards. EVs are down to 6% share of new vehicles sold.

Most domestic manufacturers have given up on EVs entirely and written off their investments. Tesla is the only one standing, and their US sales have also been falling for the last couple years.

Looking back 2024 is probably going to be the peak of the US EV market.

viraptor 1 hour ago | parent

> Comparing it to the US isn’t really meaningful considering the EV market here is on life support.

I think that's the thing being pointed out...

mlmonkey 1 hour ago | parent

Given the high gas prices in the US, one would think the govt would be doubling down on EVs...

dyauspitr 1 hour ago | parent

The government is doubling down on helping their big oil buddies/donors.

platevoltage 36 minutes ago | parent

That same government turned EVs into a cultural issue, so I doubt that would happen.

adjejmxbdjdn 34 minutes ago | parent

The government is also trying to sell regular Americans paying a handful of oil companies a lot more money for gas, and the subsequent increase in profits for those oil companies, as a huge win for America.

They’ve been boasting about American oil companies having higher profits.

ssl-3 27 minutes ago | parent

When the price of fuel goes up, American oil companies make more money.

We produce a lot of oil in the US: https://en.wikipedia.org/wiki/List_of_countries_by_oil_extra...

iamjake648 1 hour ago | parent

This post really fails to go beyond basic headlines.

> Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back.

These are both signs of a maturing market. It's a good thing that DCFC operators like Ionna, Walmart, etc. are still charging ahead at a pretty rapid pace, even without federal funding. Ionna especially has been deploying at a crazy speed.

> Individual states were barred from enforcing their own standards.

Litigation on this is still playing out. If car manufacturers aren't planning for these to swing back into force with a change of government, they are fooling themselves.

> Most domestic manufacturers have given up on EVs entirely and written off their investments.

Again, not true. Some investments like battery manufacturing, sure, but that's not what they were ever good at. GM has a pretty robust line of EVs, and Ford has bet big on their new platform underpinning on their new 'affordable' truck.

> Tesla is the only one standing, and their US sales have also been falling for the last couple years.

2023 was a stand out year for them, but it's not like they are falling off a cliff. We should expect Tesla sales to fall as other competitors like Rivian, Hyundai/Kia and even Toyota/Subaru release updated offerings.

paxy 59 minutes ago | parent

So why have EV sales in the US been dropping almost every quarter since 2024, from a peak of ~10% of new sales down to under 6% today? Is this the “mature market” you are referring to?

For comparison, that number is 53% in China and 60-70% in most European countries. In Norway 97% of new sales are EVs.

titzer 51 minutes ago | parent

It all makes sense when you realize that the global fossil fuel industry is going all-in on their hold out market, the USA, with astronomical levels of corruption and propaganda to keep the gas guzzlers guzzlin'.

inthebay 51 minutes ago | parent

Besides the end of the tax credit, EVs are still quite expensive in the US and there's been a jump of used EVs flooding the market (mostly from corporate fleet offloads)

mschuster91 44 minutes ago | parent

> So why have EV sales in the US been dropping almost every quarter since 2024, from a peak of ~10% of new sales down to under 6% today?

Because a lot of Americans lacks financial literacy (i.e. everyone buying a brand new ICE vehicle).

Even before that godforsaken war it made no financial sense at all to buy an ICE vehicle for most purposes. Now with that war and its effects wrecking the fossil fuel markets, it's even worse.

titzer 54 minutes ago | parent

> These are both signs of a maturing market.

Hmm. 16 million cars sold in the US each year. 1.2 million EVs sold each year. "Maturing" at less than 8% market share is not a good sign.

> Litigation on this is still playing out...these to swing back into force with a change of government

Have you not lived in the US, like ever? It will take anywhere from approximately a decade to never to claw back even a fraction of an progressive legislation or regulation.

> We should expect Tesla sales to fall...when [vague new things come out]

Falling sales is sign of market maturity?

kube-system 52 minutes ago | parent

Federal subsides weren't rolled back because the market was taking off on its own, they were rolled back for ideological reasons.

bluGill 40 minutes ago | parent

Ideological reasons, yes, but the fact remains is the EV market is still standing on its own. Sure, the EV market is not growing anywhere near as fast as other parts of the world, but it is still growing. People talk about their EVs and it's becoming clear to even to people who don't have one that they are useful vehicles.

Every once in a while people ask about cost and discover that for most people charging in your garage is significantly cheaper than anything else and charging on the road is still cheaper than gas and while it does take longer it's not too bad.

And as was pointed out, there is every reason to believe that there'll be a change in administration in the federal level in a few years. And once again, the rules will change. The car manufacturers are going to keep building what they know and have good investments in. But they're going to keep investing in EVs both because in the world they're important players and also because they know the government will change and with it their rules and they don't want to be left behind.

jhallenworld 37 minutes ago | parent

Likewise, Musk's Sieg Heil and association with Trump didn't help- instant ~25% drop in sales (60% in Europe). It's like when that Campbell's executive said their soup is "shit for fucking poor people".

dyauspitr 1 hour ago | parent

Until this troglodyte administration is done. EVs are the future, the US will have to make the change at some point.

frakkingcylons 58 minutes ago | parent

Ford is launching an EV pickup for like $30k to compete with the Slate pickup. Doesn't seem like Ford is giving up.

Loughla 40 minutes ago | parent

Yeah Ford killed the f150 lightning because it appealed to no one. Trades people didn't want to fuck with charging their vehicle. Normal people didn't want to pay 100k for a truck.

Their new one is very interesting. I wanted an electric truck when I bought my most recent one but just couldn't afford it. If it's 30k for the base, figure 40k with bells and whistles. That makes it super attainable with a decent trade.

JumpCrisscross 55 minutes ago | parent

If Trump hadn’t petulantly killed the EV subside, hundreds of thousands of additional EVs would be on American roads today. That’s hundreds of thousands of voters who wouldn’t be reacting to gas prices.

Our lucky streak as America—Russia blowing itself up, China going wolf warrior right when they needed to build alliances—may continue in our wannabe fascist being so fucking stupid.

mschuster91 38 minutes ago | parent

> Our lucky streak as America—Russia blowing itself up, China going wolf warrior right when they needed to build alliances—may continue in our wannabe fascist being so fucking stupid.

You are decidedly not on a lucky streak.

Your Dear Leader just threw the US into yet another incompetently waged war on the other side of the world, he tore apart bridges with virtually all allies the US had, including Canada of all places, his reckless usage of his powers to influence corporate decisions (i.e. the ICC sanctions and DoD/Musk throttling Starlink/Starshield for Ukraine) made everyone realize they need their own alternatives not beholden to the US for literally anything, the AI bubble growing uncontrollably while the QE money injections never got taken out of the system is setting you up for a financial disaster that will make 2007 look tame...

adjejmxbdjdn 33 minutes ago | parent

Why do you think China is not building alliances?

doug_durham 43 minutes ago | parent

Charging infrastructure is blossoming. It is funded by private companies. Roadtripping in an EV is pretty seamless now. I'm driving to Death Valley in a couple of weeks. Plenty of charging options along the way.

adjejmxbdjdn 36 minutes ago | parent

Because funding for that network was provided for the several years before these changes were made.

They didn’t put money to rip out existing infrastructure and funding (let’s not give them ideas). It’s future EV charging growth and maintenance that will be affected, and its impact will be felt years from now.

burlesona 36 minutes ago | parent

That's just false. I don't think US automakers outside of Tesla have done well with EVs to date, but Ford went back to the drawing board a few years ago and is now near to releasing it's revamped EV platform that they believe will be actually competitive: https://www.fromtheroad.ford.com/us/en/universal-electric-ve...

aftbit 55 minutes ago | parent

Whew lots of hot takes in these comments.

In my opinion, the core concept is simple: China is a big market that's getting wealthier and BYD makes cheap and innovative cars.

Owning a vehicle is going from a luxury for wealthy people in China to a more every-day thing, driving huge volumes. Meanwhile the rest of the world (US excluded for now) is trying to electrify personal transportation, and China is meeting that demand better than any other country.

TheJoeMan 36 minutes ago | parent

This article from last wednesday seems to say the opposite, that the China-domestic sales are declining: https://www.cnbc.com/2026/10/28/china-car-exports.html

otterley 45 minutes ago | parent

They'd sell even more if Americans and Canadians could buy them without paying punitive tariffs.

127 43 minutes ago | parent

Same for Europe. Same car is 3x cheaper in China. The western consumer is paying a lot of money keeping the auto industry on life support.

otterley 9 minutes ago | parent

You're not patriotic unless you willingly overpay for things, you know.

stevenwoo 25 minutes ago | parent

It’s amazing to me Waymo saw the estimated 50000-80000 tariff penalty (and time and money invested for essentially reinstalling electronics ) in their latest fleet worth it. American sourced options must really pale in comparison or be non existent and I wish I could just write off auto tariffs like that.

MetaverseClub 31 minutes ago | parent

BYD can single-hand crush US car makers for sooner or later.

ryan_glass 30 minutes ago | parent

It will be interesting to see how these cars perform over years and decades. One of the major cost saving mechanisms BYD uses is lumping components together. An issue with one part of the drive train means the whole drive train may need to be replaced. The battery pack being part of the chassis means a small accident could become a write-off. Initial cost savings at manufacture will be passed on to the owner in maintenance.

bunderbunder 23 minutes ago | parent

That doesn't seem to be too far off from the status quo for typical American cars, which are fully capable of being totaled by a collision that only damages the bumper.

https://financeliterate.blog/can-fender-bender-total-car-ins...

ryan_glass 11 minutes ago | parent

BYD is on a different level. For example the motor, gear box (i.e. gear reducing mechanism), controller etc are all part of a single component.

perfectstorm 9 minutes ago | parent

that's the new reality with a lot of modern vehicles. i'm not naming the brand here but a guy who's very familiar with one of the EV brands' manufacturing process told me the same thing that you posted. even a small fender bender is more than enough to total a car.

jimbokun 7 minutes ago | parent

So the automotive equivalent of a MacBook or iPhone.

pluc 6 minutes ago | parent

Yes but evil because it's not from the US

vsgherzi 2 minutes ago | parent

For an iPhone or Mac I can accept most things being binded together. I can’t for a car that I expect to be able to keep for a longer period of time. I can buy another phone relatively easily not a car. I feel that this goes for most people.

redanddead 11 minutes ago | parent

There's the scaling

No amount of fucking banning will work and the US is going to end up with egg on its face when the entire world is using chinese everything and the US is still trying to banhammer. The entire world has started shifting away from the US, not in a positive isolationist way -- in an uncompetitive, stagnating innovation way.

The only way out is through competition and this lesson will probably only be learned when its too late to do anything about it. Everybody saw this coming