BYD is about to disrupt Tesla in the 2025 to 2027 period.

Even backwards looking earnings in mid-2025 seems to depict this.

BYD’s first-quarter revenue jumped 36.35% year-over-year to $23.5 billion, while net profit doubled, increasing by 100.38% to $1.26 billion.

Elon Musk is probably in the denial. Sure he is a pioneer but does he know how to compete when the first mover advantage of his companies disappears? Tesla is slipping behind in tech and price.

Tesla’s troubles extend far beyond just competitive pressure. Musk’s political activities as head of the Department of Government Efficiency (DOGE) have triggered protests and vandalism at Tesla dealerships worldwide.

Is BYD a sign of things to come in robotics and AI? Trump's popularity after 100 days in office is not a great sign for Elon Musk's political ambitions and odd interventions.