
BYD's Bold Move: Are They Nuts?
Okay folks let's talk about this 'price war' in China. BYD dropping prices like they're hot potatoes? Some say it's crazy a race to the bottom. But I say maybe they're just playing 4D chess while everyone else is stuck in checkers. Remember when Tesla started? 'Ludicrous Mode' wasn't just about speed; it was about disrupting the entire damn industry. Maybe BYD is pulling a similar stunt. If you are not doing innovative disruption you are not in my radar (lol).
The Great Wall's Warning: An Evergrande in the Auto Industry?
So some Great Wall Motors dude is comparing this EV boom to the Evergrande real estate fiasco. A bit dramatic don't you think? Sure oversupply and debt are always risks but come on. This isn't just building apartments; it's building the future! It's like saying SpaceX is just another rocket company that is going to explode on the launch pad. We are building spaceships for crying out loud!
Government Subsidies and Startup Bloodbath: Survival of the Fittest
Ah government subsidies. Always a double edged sword. Free money attracts everyone including the shall we say 'less competent.' It's like inviting everyone to a Mars colony without vetting them first. You'll end up with a bunch of folks who can't tell a solar panel from a sand dune. But hey at least the strong survive and build the future. Natural selection baby!
Deflation Nation: Is China Too Good at Making Stuff?
Morgan Stanley is whining about deflation. Boo hoo. So China is making EVs cheaper and better? That's a problem? I thought competition was supposed to be a good thing. Maybe they should try building better cars instead of crying about it. Just saying maybe the rest of the world should accelerate its innovations so that they are at par with China.
EU and US Tariffs: Protecting the Dinosaurs?
Tariffs tariffs tariffs. The EU and US are slapping duties on Chinese EVs. Classic protectionism. It's like trying to stop the asteroid with a slingshot. Good luck with that! Innovation will always find a way. If they are really scared they should come visit me on Mars. I will personally show them the future so they will no longer be afraid.
Tesla vs. BYD: The Global Showdown Begins
BYD outselling Tesla in Europe? Well well well. Looks like the competition is heating up. It's good! Makes us work harder innovate faster and generally be more badass. Iron sharpens iron and all that jazz. Bring it on BYD. May the best car win! (And may that car have a 'Ludicrous Mode,' obviously). But between you and me I am always on ludicrous mode!
shawkins
The China EV situation reminds me of when I was 12 and I created a video game.