Part 6/9:
Insights on Competitors: BYD
A substantial portion of the conversation centered around BYD, often regarded as Tesla’s largest competitor in the electric vehicle sector. White addressed recent operational challenges faced by BYD, particularly in Brazil, dealing with labor issues that might tarnish the company's reputation. Nevertheless, he pointed out that the consumer market in Brazil may remain focused on getting affordable electric vehicles, potentially diminishing the fallout from these controversies.