Chinese automakers are gearing up to go global and inundate western markets with low cost EVs. Will they do the same in the U.S.? If so, how will Tesla and other U.S. automakers compete? And, flipping the question on its head, should companies like BYD be concerned about Tesla?

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Timeline
00:00 Introduction
01:41 100% U.S. Tariff
03:50 What if BYD Built a Factory In Mexico?
07:55 Tesla vs BYD in China
11:22 BYD and Tesla to Enter Each Other’s Markets
15:20 Some Notes on Europe
15:55 Will Other U.S. Automakers Find Their Feet?
17:28 Summary



Intro Music by Dyalla: Homer Said