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

EVs forward.

In a way, BYD has not kept up with that tech growth.

It's also not doing partnerships with other companies.

When you run a vertically integrated company like BYD, you don't want to be tying up with a lot of other tech companies because that ruins your process.

Everyone else in China is doing tech partnerships.

So Huawei, the massive tech company, has become

A provider of autonomous driving systems to lots of different car companies.

Volkswagen, the German automaker, is tying up with local car companies to bring on their software.

And at the same time, BYD just remains there by itself and is not pursuing this type of tech partnership.

Yes, it's definitely not changing its vertical integration model.

So while I was on my visit to the company, I talked with lots of their engineers.

And when I asked them, you know, like, okay, so you guys are developing these chips by yourself.

You guys are developing these large language models for your AI systems all by yourself.

The answer is always yes, of course.

This is the most important thing.

Keeping control of the entire process.

is the most important thing to them.

So they're not changing this vertical integration model.

I don't really think they can change that, even if they want to.

That would take a long time.

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