BYD are an intriguing car company. Looks promising. CCP links excluded. Their margins are reportedly not that special. Friend has one.. the atto3 seems pretty good.
IMHO if Teslas reported profit margins are as great as they say, they aren't going to easily be over run by the legacy manufacturers. People are preoccupied with the cars, but their potential lies in their manufacturing and distribution models, and vertical integration that enable them to have unprecedented margins. Basically they just price their vehicles to sell as many as they produce. As they bring on more factories it's likely they'll drop prices.
And this is the issue for the Jap car industry. They've got virtually 0 EV's now, but even if they do manage to pivot and have a number of ev's - they will have to be competitive with Tesla who also won't stop development. And 30 models? Will that help keep costs down? And - they are going to have to make a motza on every one to make up for losses in their ICE factories and to compete with BYD and Tesla.



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