Four lessons from BYD's rise – and why Tesla should be worried

Future readiness

Four lessons from BYD’s rise – and why Tesla should be worried

February 16, 2026 • by Howard H. Yu, Jialu Shan, Lawrence Tempel in Future readiness • 11 min read

BYD overtook Tesla’s EV annual market share in 2025 as it mastered unglamorous fundamentals and built capabilities sequentially while competitors chased disruption and moonshots....

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