I was shocked to learn recently how China is crushing it in renewables and electric cars. BYD sold 600,000 more electric cars than Tesla in 2025, becoming the world's largest EV brand. Tesla's sales have been declining since 2023, while BYD sales are rapidly growing, so the gap is likely to get even larger in 2026. This is an important trend, regardless of how one feels about Musk.

Sources: https://www.science.org/doi/10.1126/science.aee8001 https://www.statista.com/chart/33709/tesla-byd-electric-vehi...