Don Weinland

speaker

359 appearances 5 recordings 1 series first heard May 2026 last heard 28 Aug

Don Weinland’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in May 2026 with 2.

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The Intelligence from The Economist · Ceasefire alarm: Iran and Israel trade strikes · 8 Jun 2026 podcast

It's clearly innovating very, very quickly.

Some of its EVs have these crazy functions.

Like there's one that can float in emergencies.

There's another one that jumps over potholes if you can.

Imagine that.

And altogether this company's really created an engine of innovation that is able to do all sorts of different things at the same time and move really, really quickly.

BYD is still incredibly successful.

It overtook Tesla as the world's largest EV maker last year, but there are some clear signs that it's also under a bit of strain.

Its profits, for example, fell for the first time in four years last year.

Its EV sales have been declining.

Year on year for the past eight consecutive months.

And crucially, Geely, which is another massive car maker in China, overtook it in EV sales at the beginning of the year.

Now, BYD has since come back and reclaimed the top spot, but it's clear that there's a lot of competition at the top of the EV market in China right now.

I think

One problem is the BYD hasn't really changed enough.

The Chinese EV market is dominated by tech-focused cars.

Young EV buyers in China are really focused on the software and entertainment systems that are in the cars.

They care less about some of these flashy functions like floating vehicles.

And some of the biggest challengers like XPeng and Li Auto, they were founded by internet tycoons, essentially.

So you have these techie bosses that are driving

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