Why BYD Is Not a Tesla Killer (Patreon)

Despite its massive production scale, BYD’s financials expose a major weakness: it’s burning cash at an alarming rate. In 2025 so far, BYD posted –$10.3 billion in free cash flow year-to-date, signaling that its high volume isn’t translating into sustainable profitability. And it is NOT even paying its suppliers!!!

Buffett’s Exit Was Timely – perhaps he recognized BYD’s declining fundamentals before the broader market did.

There appears to be chronic Cash Burn Across all the “Tesla Killers”

This guy said BYD would kill Tesla