
Tesla silences critics with knockout EV sales as Elon Musk controversy fades — but it still can't stop BYD from reclaiming the global crown
THE SO WHAT
EV demand is bifurcating—Tesla can post record quarters while BYD outscales it globally, especially on price-sensitive segments. If you’re in auto or charging infrastructure, plan for a world where Chinese OEM volume and cost structure define the baseline, even if Western brands dominate headlines locally.
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