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How BYD beat Tesla

The Vergecast

Shownote

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,...

Highlights

The latest tech landscape is shifting rapidly, with AI advancements and electric vehicle breakthroughs taking center stage. This episode dives into the evolving dynamics of artificial intelligence, from new product launches to ethical concerns, before turning attention to a seismic shift in the auto industry—where a once-under-the-radar company has quietly claimed the top spot in EV sales worldwide.
05:00
Anthropic is better at making consumer products than OpenAI.
15:07
Naming it ChatGPT Health makes it seem like an official, valid use, raising concerns about user readiness.
20:12
AI buy buttons could reshape online shopping by enabling direct purchases within chat interfaces.
22:45
Nilay Patel implicates Tim Cook and Sundar Pichai in AI ethics failure
38:37
BYD surpassed Tesla as the world's top-selling EV maker in 2023.
44:26
BYD reduced battery costs to about $6,000 per vehicle, enabling sub-$12,000 electric cars
55:43
BYD's Seagull is cheap yet well-designed, capturing mass-market appeal.
1:04:19
Importing a BYD car to the U.S. can cost up to $90,000 due to tariffs.

Chapters

What’s behind Anthropic’s rising AI momentum?
00:00
Why is Anthropic winning trust while others stumble?
05:00
Can AI really handle your medical data safely?
09:59
Is your next doctor’s visit going to be with ChatGPT?
17:40
How did an AI generate child exploitation images—and why wasn’t it stopped sooner?
22:45
Who just dethroned Tesla in EV sales—and how did they do it?
35:35
How does BYD build EVs so cheaply and still profit?
44:26
Can one car company dominate every segment—from budget to luxury?
49:50
Will Americans ever be able to buy a BYD—or will politics get in the way?
1:04:19

Transcript

David Pierce: Welcome to the The Vergecast, the flagship podcast of the BYD Dolphin Surf. If that is three words that you've never heard in that order before, don't worry, it's all going to make sense later in this episode. I'm your friend David Pierce, an...