Tesla can’t sell its cars anymore so it is renting them now In the 12 month period ending 10/31/25, Tesla Model Y outsold all other models, beating BYD's "Song by 150K.
Tesla Mod Y at 1,350,000
BYD Song at 1,200,000
Tesla Mod 3 at 850,000
BYD Seagull at 750,000
Wuling at 650,000
BYD Qin Plus at 600,000
It is true that BYD has many more models, and that is great, but Tesla also has a stronger balance sheet, and that matters. BYD is facing serious financial tension and that is a tough time to be conducting a price war to steal market share, and to expand a worldwide distribution system.
BYD still makes a little money and moves a lot of cars, and while it does have a lot of cash right now, and Q3 for BYD its second straight quarterly profit decline. It is not all roses.
Given Tesla's strength with the semi nearing production, advantage in utility-scale systems, massive advantage in Vision-based self driving for both its car sales and taxi operations, a year from now they should be in the catbird's seat.
We may have rough spots for the coming 18 months but that's okay: The company has adequate funding, come what may.
Lambert is a kook. Renting Teslas is likely a better approach than buying airtime and magazine operations which is a total ripoff and Musk isn't falling for it. |
