Tesla has no moat.

BYD makes better EVs & is leading in battery tech.

FSD has been promised forever & not delivered. Now Musky says - for cars to have real FSD they need to be newer hardware tech.

Robotaxis - Waymo is better.

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xiphias2 4 hours ago | parent | next [-]

It has nothing to be about moat. It's about its older car brands and oil so much that it doesn't stay competitive.

Jensen Huang says that the same thing can happen to NVIDIA. Tinygrad is stopping exporting Blackwell based cards to most countries except the 10 Tier 1 countries, as all others need a few months of paperwork. Huawei GPUs don't have these export restrictions.

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dieselgate 5 hours ago | parent | prev | next [-]

> BYD ... is leading in battery tech.

Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech. I know that isn't a short scale by tech standards but has BYD, and others, really leap-frogged that much?

I'm not in that space myself and do not keep up with EV benchmarks but am curious what advances or other changes were made. I recall reading Ford battery technology was also very good but interpreted that to be due to general advances in EV battery technology across the board rather than any one specific make/manufacturer.

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decimalenough 4 hours ago | parent | next [-]

BYD is one of Tesla's battery suppliers.

https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteri...

	▲	dieselgate an hour ago \| parent [-]
		Interesting I had no idea, thanks.

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mort96 5 hours ago | parent | prev [-]

> Dang, it seemed not that long ago - 5 to 10 years - when Tesla had far superior battery tech.

It seems logical that if someone was going to surpass Tesla in battery tech, it'd be a battery company. BYD has, after all, been making batteries since its founding under the name "Shenzhen BYD Battery Company" 30 years ago.

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decimalenough 4 hours ago | parent | prev | next [-]

BYD has its own "God's Eye" self-driving tech, and unlike Musk's pigheaded insistence on cameras only, BYD is incorporating LIDAR into their cars across the range:

https://thedriven.io/2026/01/11/byds-cheapest-electric-cars-...

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dzhiurgis 4 hours ago | parent [-]

> LIDAR

You still believe that? https://www.youtube.com/watch?v=ukLgCJUeBuI

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Mawr 4 hours ago | parent | next [-]

Cool collection of self driving edge cases, thanks. How are any of them related to Waymo using or not using a particular sensor, LIDAR or otherwise?

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IshKebab 4 hours ago | parent | prev [-]

There are plenty of FSD failure examples on YouTube too. I don't think you can draw conclusions from that. Especially because FSD isn't actually driverless yet, unlike Waymos.

	▲	dzhiurgis an hour ago \| parent [-]
		FSD clocked in 10billion miles, not in some geofenced playground mind you. You should be able to share some videos?

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dzhiurgis 4 hours ago | parent | prev [-]

LOL, have you driven one?

Other than nice alcantara interior the drive is just a mush and software is awful (BYD Sealion 7). Older ones (i.e. Atto 3) were obsolete from the factory.

I got to sit in Zeekr 7x yesterday (top 3 in NZ by sales in April), hopefully I can get a test drive soon. It actually has every feature Tesla has (and more). Will be interesting to see how they actually execute.