VW is a massive casualty, but the future of automotive is currently a cutthroat war between BYD and Tesla. Everyone else is, at best, a second tier competitor.

Auto industry/dealerships for trad cars is not looking good.

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AlotOfReading 6 hours ago | parent | next [-]

I don't see how Tesla is a serious competitor in that matchup. Their sales have been declining for two years, and Chinese OEMs are clearly on the path to complete dominance in most foreign markets.

In the US market, I think Hyundai (and to a much lesser extent Kia) is probably the most interesting OEM. EV sales that aren't declining, the highest American-made percentage vehicles (relevant given recent policy changes), a manufacturing partnership with Waymo, widespread consumer awareness, and relatively lower prices than their competitors. It'd be nice if they provided a better repair situation than Tesla, but that's the current industry I guess.

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the_real_cher 5 hours ago | parent [-]

2027 is going to change this sitnificantly.

Toyota is releasing a full EV highlander, Honda is releasing the 0 series, Kia has some new EVs coming out.

Next year is going to be a huge EV shift.

Tesla is screwed.

	▲	ferongr 5 hours ago \| parent \| next [-]
		>Tesla is screwed. Deja-vu
	▲	senordevnyc 5 hours ago \| parent \| prev [-]
		Didn't Honda cancel the 0 series?

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breve 3 hours ago | parent | prev | next [-]

BYD sells EV and hybrid vehicles. Tesla only sells EVs, and BYD sells more EVs than Tesla.

In 2025 BYD sold 4.6 million vehicles. Tesla sold 1.66 million. That particular war is already over. Tesla lost it.

Toyota has been the best selling automaker for the last 6 years straight. In 2025 Toyota had record sales with 11.3 million vehicles sold: https://www.reuters.com/business/autos-transportation/toyota...

BYD was 6th: https://carnewschina.com/2026/02/26/three-chinese-automakers...

Tesla isn't in the top ten.

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LarsDu88 6 hours ago | parent | prev | next [-]

You're confusing Tesla for like 10 other Chinese brands. Tesla too is falling behind, particularly when it comes to price.

BYD may very well be pulling ahead on battery tech and vertical integration right now.

In a few years Tesla's primary moat will be political

	▲	onlypassingthru 4 hours ago \| parent [-]
		'BYD has pulled ahead on battery tech and vertical integration right now.' - FTFY

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segfaultex 2 hours ago | parent | prev [-]

BYD sure, but I have serious long-term doubts about teslas ability to capture any significant market share. They’ve dropped to their lowest level in the US since ~2017 and frankly their products are awful.

We just bought an EV last year and tried everyone. The teslas were the second worst in our opinion. The worst were the rivian products, just horrible UX, poor engineering, poor assembly, clear rent-seeking behavior, etc.

BMW, Ford, and GM make better vehicles and better EVs.