China's BYD is bigger than Ford, GM, and VW combined. And now Tesla is in trouble.

Resources and links:

BYD unveils battery system that charges EVs in five minutes

https://fortune.com/2025/03/17/byd-battery-system-charging-5-minutes-tesla-superchargers/

BYD Shares Jump to Record on Five-Minute EV Battery Charging

https://www.bloomberg.com/news/articles/2025-03-17/byd-unveils-battery-system-that-charges-an-ev-in-five-minutes

Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa

https://www.bloomberg.com/news/features/2025-03-17/chinese-carmakers-threaten-ford-gm-stellantis-in-global-markets

Tesla Is Flailing in China and BYD’s Rapid Rise Is to Blame

https://www.bloomberg.com/news/articles/2025-03-09/tesla-is-flailing-in-china-and-the-rapid-rise-of-byd-is-to-blame