How BYD beat Tesla | The Vergecast

There’s a new biggest name in EVs, and if you live in the US, you pretty much can’t buy one. But before we get to that, we have some stuff to catch up on: The Verge's Hayden Field joins us for a round of “Big Deal Medium Deal Small Deal” with some AI news, from the launch of ChatGPT Health to the recent viral moment for Claude Code. After that, The Verge’s Andy Hawkins joins the show to explain how BYD recently eclipsed Tesla as the world’s largest seller of electric vehicles, what makes its cars so desirable, and when you, too, might be able to buy a Dolphin Surf. Finally, David tackles a question from the Vergecast Hotline (call 866-VERGE11 or email [email protected]!) about giving your kids iPads instead of iPhones, and whether all screen time is created equal. 00:00 Intro 02:02 AI News with Hayden Field 02:28 Big Deal, Medium Deal, Small Deal Game 03:45 Anthropic’s Strategic Moves 11:44 OpenAI’s ChatGPT Health 18:52 E-commerce and AI Integration 22:45 Grok Deep Fake Controversy 26:59 Gmail AI Inbox 33:09 BYD: The New EV Leader 35:58 BYD’s Early Years and Pivot to Cars 37:24 Warren Buffet’s Investment and BYD’s Growth 38:16 BYD’s Design Overhaul and Global Expansion 39:22 BYD vs. Tesla 40:29 China’s Industrial Policy and BYD’s Advantage 43:32 BYD’s Competitive Edge and Market Strategy 46:41 BYD’s Global Presence and Future Prospects 56:06 Challenges for BYD in the US Market 01:05:09 Vergecast Hotline Subscribe: http://goo.gl/G5RXGs Like The Verge on Facebook: https://goo.gl/2P1aGc Follow on Twitter: https://goo.gl/XTWX61 Follow on Instagram: https://goo.gl/7ZeLvX Follow on TikTok: http://bit.ly/42VeCVU Watch The Vergecast on YouTube: https://bit.ly/40RFRkg The Vergecast Podcast: https://bit.ly/3WQDexZ Decoder with Nilay Patel: http://apple.co/3v29nDc More about our podcasts: https://www.theverge.com/podcasts Read More: http://www.theverge.com Community guidelines: http://bit.ly/2D0hlAv Wallpapers from The Verge: https://bit.ly/2xQXYJr Shop our Verge merch store here: https://bit.ly/4kPCmEc Subscribe to The Verge: https://bit.ly/3FT6n5S Subscribe to The Vergecast on YouTube, new episodes on Tuesday and Friday: https://bit.ly/3I6nJtz If you buy something from a Verge link, Vox Media may receive a commission without exerting any influence on editorial content. For more information about our ethics policy, visit: https://www.theverge.com/ethics-state...