{"id":"1793751426122-tech-segment","slug":"byd-widens-ev-lead-over-tesla","title":"BYD widens EV lead over Tesla","summary":"SNE Research counted global EV/PHEV sales in January–August 2026; by automaker group, BYD led with about 2.193 million units, Geely was second at 1.360 million, and Tesla third at 1.079 million.\n\nFor full-year 2025, BYD sold about 2.26 million passenger battery-electric vehicles and Tesla delivered about 1.64 million, making BYD the largest BEV seller for the year.\n\nRivian is an American electric vehicle company and was founded in 2009.\n\nThe Verge reports Binance's postmortem says attackers used a fake job interview and compromised an internal AI tool to carry out a $6.3 billion crypto theft, described as the largest crypto theft to date.\n\nThe Verge tested Audio Intelligence features in the watchOS 27.3 developer beta on Apple Watch Series 12 and Ultra 4.\n\nCanva announced changes affecting 1,271 people, or 22% of staff, including layoffs and relocations, according to CEO Melanie Perkins.","publishedAt":"2026-11-04T00:17:06.122Z","channel":{"id":"tech","name":"Oncast Tech","language":"en"},"show":"Tech Tonight","verification":{"status":"verified","leadVerdict":"TRUE","notes":"TRUE: SNE Research counted global EV/PHEV sales in January–August 2026; by automaker group, BYD led with about 2.193 million units, Geely was second at 1.360 million, and Tesla third at 1.079 million.\nSource: [battery-tech.net](https://battery-tech.net/battery-markets-news/electric-vehicles-global-sales/) NAMES: BYD = Chinese automaker; SNE Research = Seoul-based ene (https://x.com/Prism_Post/status/2115480688007012491)\n\nTRUE: For full-year 2025, BYD sold about 2.26 million passenger battery-electric vehicles and Tesla delivered about 1.64 million, making BYD the largest BEV seller for the year.\nSource: [axis-intelligence.com](https://axis-intelligence.com/ev-sales-by-brand/) NAMES: BYD = Chinese automaker; Tesla = U.S. electric vehicle maker. (https://x.com/rken63/status/2115895495226781706)\n\nTRUE: Rivian is an American electric vehicle company and was founded in 2009.\nSource: rivian.com NAMES: Rivian = American electric vehicle maker; Grok = xAI's AI assistant. (https://x.com/AGulevskis/status/2116221947562557862)\n\nTRUE: The Verge reports Binance's postmortem says attackers used a fake job interview and compromised an internal AI tool to carry out a $6.3 billion crypto theft, described as the largest crypto theft to date.\nSource: [theverge.com](https://www.theverge.com/news/1025576/binance-cyrpto-theft-explained) NAMES: Binance = major cryptocurrency exchange. (https://www.theverge.com/news/1025576/binance-cyrpto-theft-explained)\n\nTRUE: The Verge tested Audio Intelligence features in the watchOS 27.3 developer beta on Apple Watch Series 12 and Ultra 4.\nSource: [theverge.com](https://www.theverge.com/tech/1025835/audio-intelligence-live-rewind-siri-recap-apple-watch) NAMES: watchOS = Apple's Apple Watch operating syste (https://www.theverge.com/tech/1025835/audio-intelligence-live-rewind-siri-recap-apple-watch)\n\nTRUE: Canva announced changes affecting 1,271 people, or 22% of staff, including layoffs and relocations, according to CEO Melanie Perkins.\nSource: [theverge.com](https://www.theverge.com/tech/1025971/canva-changes-layoffs) NAMES: Canva = online design software company. (https://www.theverge.com/tech/1025971/canva-changes-layoffs)","claims":[{"verdict":"TRUE","summary":"SNE Research counted global EV/PHEV sales in January–August 2026; by automaker group, BYD led with about 2.193 million units, Geely was second at 1.360 million, and Tesla third at 1.079 million.","sourceName":"[battery-tech.net](https://battery-tech.net/battery-markets-news/electric-vehicles-global-sales/) NAMES: BYD = Chinese automaker; SNE Research = Seoul-based ene","sourceUrl":"https://x.com/Prism_Post/status/2115480688007012491","claim":"Chinese automaker BYD maintained its position as the world's largest electric vehicle seller during January–August 2026, recording approximately 2.19 million sales, according to SNE Research. Geely ranked second with 1.36 million units, followed by Tesla with 1.08 million. Global","author":"Prism Post (@Prism_Post)"},{"verdict":"TRUE","summary":"For full-year 2025, BYD sold about 2.26 million passenger battery-electric vehicles and Tesla delivered about 1.64 million, making BYD the largest BEV seller for the year.","sourceName":"[axis-intelligence.com](https://axis-intelligence.com/ev-sales-by-brand/) NAMES: BYD = Chinese automaker; Tesla = U.S. electric vehicle maker.","sourceUrl":"https://x.com/rken63/status/2115895495226781706","claim":"Tesla vs BYD: Who Sells the Most Fully Electric Cars in the World? For years, Tesla led the global battery-electric vehicle (BEV) market. But in 2025, the story changed. BYD sold approximately 2.26 million fully electric passenger vehicles, compared with Tesla’s 1.64 million http","author":"Raymond K. Moneyed (@rken63)"},{"verdict":"TRUE","summary":"Rivian is an American electric vehicle company and was founded in 2009.","sourceName":"rivian.com NAMES: Rivian = American electric vehicle maker; Grok = xAI's AI assistant.","sourceUrl":"https://x.com/AGulevskis/status/2116221947562557862","claim":"Rivian is an American electric vehicle startup. The company was founded in 2009. @Grok, tell us more.","author":"Arturas Gulevskis (@AGulevskis)"},{"verdict":"TRUE","summary":"The Verge reports Binance's postmortem says attackers used a fake job interview and compromised an internal AI tool to carry out a $6.3 billion crypto theft, described as the largest crypto theft to date.","sourceName":"[theverge.com](https://www.theverge.com/news/1025576/binance-cyrpto-theft-explained) NAMES: Binance = major cryptocurrency exchange.","sourceUrl":"https://www.theverge.com/news/1025576/binance-cyrpto-theft-explained","claim":"Binance says hackers used fake job interviews and an internal AI tool to pull off the $6.3 billion heist - The largest crypto theft to date was pulled off by combining some well-known hacking techniques over the course of a few months, according to Binance. A postmortem from the ","author":"The Verge"},{"verdict":"TRUE","summary":"The Verge tested Audio Intelligence features in the watchOS 27.3 developer beta on Apple Watch Series 12 and Ultra 4.","sourceName":"[theverge.com](https://www.theverge.com/tech/1025835/audio-intelligence-live-rewind-siri-recap-apple-watch) NAMES: watchOS = Apple's Apple Watch operating syste","sourceUrl":"https://www.theverge.com/tech/1025835/audio-intelligence-live-rewind-siri-recap-apple-watch","claim":"Here’s what it’s like to use Audio Intelligence on the Apple Watch - It's impossible to paint a full picture of what Audio Intelligence on the Apple Watch Series 12 and Ultra 4 will be right now. The watchOS 27.3 developer beta just dropped earlier this afternoon, and these featu","author":"The Verge"},{"verdict":"TRUE","summary":"Canva announced changes affecting 1,271 people, or 22% of staff, including layoffs and relocations, according to CEO Melanie Perkins.","sourceName":"[theverge.com](https://www.theverge.com/tech/1025971/canva-changes-layoffs) NAMES: Canva = online design software company.","sourceUrl":"https://www.theverge.com/tech/1025971/canva-changes-layoffs","claim":"Canva is announcing changes and layoffs affecting 22 percent of its staff - Canva is making significant changes affecting 1,271 people, which is 22 percent of its staff, co-founder and CEO Melanie Perkins announced today. \"For some people, this will mean changes to their roles or","author":"The Verge"}]},"sources":[{"url":"https://x.com/Prism_Post/status/2115480688007012491","name":"[battery-tech.net](https://battery-tech.net/battery-markets-news/electric-vehicles-global-sales/) NAMES: BYD = Chinese automaker; SNE Research = Seoul-based ene","kind":"x","verdict":"TRUE","author":"Prism Post (@Prism_Post)"},{"url":"https://x.com/rken63/status/2115895495226781706","name":"[axis-intelligence.com](https://axis-intelligence.com/ev-sales-by-brand/) NAMES: BYD = Chinese automaker; Tesla = U.S. electric vehicle maker.","kind":"x","verdict":"TRUE","author":"Raymond K. Moneyed (@rken63)"},{"url":"https://x.com/AGulevskis/status/2116221947562557862","name":"rivian.com NAMES: Rivian = American electric vehicle maker; Grok = xAI's AI assistant.","kind":"x","verdict":"TRUE","author":"Arturas Gulevskis (@AGulevskis)"},{"url":"https://www.theverge.com/news/1025576/binance-cyrpto-theft-explained","name":"[theverge.com](https://www.theverge.com/news/1025576/binance-cyrpto-theft-explained) NAMES: Binance = major cryptocurrency exchange.","kind":"news","verdict":"TRUE","author":"The Verge"},{"url":"https://www.theverge.com/tech/1025835/audio-intelligence-live-rewind-siri-recap-apple-watch","name":"[theverge.com](https://www.theverge.com/tech/1025835/audio-intelligence-live-rewind-siri-recap-apple-watch) NAMES: watchOS = Apple's Apple Watch operating syste","kind":"news","verdict":"TRUE","author":"The Verge"},{"url":"https://www.theverge.com/tech/1025971/canva-changes-layoffs","name":"[theverge.com](https://www.theverge.com/tech/1025971/canva-changes-layoffs) NAMES: Canva = online design software company.","kind":"news","verdict":"TRUE","author":"The Verge"}],"url":"https://oncast.fm/story/1793751426122-tech-segment-byd-widens-ev-lead-over-tesla","listenUrl":"https://oncast.fm/c/tech","attribution":{"publisher":"Oncast","site":"https://oncast.fm","url":"https://oncast.fm/story/1793751426122-tech-segment-byd-widens-ev-lead-over-tesla","cite":"Cite https://oncast.fm/story/1793751426122-tech-segment-byd-widens-ev-lead-over-tesla and the original source links. Fact-check by Oncast (oncast.fm)."},"hostsSaid":[{"host":"Chris","text":"BYD didn't just stay ahead—it nearly doubled Tesla in the latest global sales count."},{"host":"Matilda","text":"Which count? Because BYD sells a huge number of plug-in hybrids, and Tesla doesn't."},{"host":"Chris","text":"SNE Research's count, posted on X by Prism Post, says BYD sold roughly two-point-two million electrified vehicles from January through August. Tesla sold just over a million."},{"host":"Matilda","text":"So it's not purely battery-electric. Not the same race."},{"host":"Chris","text":"Right. But full-year 2025 battery-electric-only tells the same story. Raymond Moneyed posted it on X: BYD hit two-point-two-six million, Tesla one-point-six-four million."},{"host":"Matilda","text":"Even without hybrids, BYD wins. That's not a fluke."},{"host":"Chris","text":"And Geely was second in that same count. Two Chinese automakers ahead of Tesla."},{"host":"Matilda","text":"Why? Volume isn't profit. Tesla still makes far more per vehicle."},{"host":"Chris","text":"Profit per car is fine if you only want rich Western buyers. BYD is filling Asia, Europe, Latin America—where the growth is."},{"host":"Matilda","text":"So Tesla should chase volume and trash margins? That's how you become a struggling legacy automaker."},{"host":"Chris","text":"I'm not saying that. I'm saying you can't ignore that the world's biggest EV seller is backed by Beijing. That's a strategic problem."},{"host":"Matilda","text":"I'm not ignoring it. But Tesla also got federal EV credits and built itself in America. Neither side is pure free market."},{"host":"Chris","text":"There's a difference between consumer tax credits and a state-directed export machine. China wanted this."},{"host":"Matilda","text":"And BYD still built cars people want. You can't just call it cheating."},{"host":"Chris","text":"I'm not calling it cheating—I'm calling it a warning. When BYD sets battery chemistry and charging standards, the US loses influence."},{"host":"Matilda","text":"Tesla still sets the software and charging standard in its home market. Volume is not the only measure of winning."},{"host":"Chris","text":"Maybe not, but it's the one everyone sees. And it's the one that changes what gets built next."},{"host":"Matilda","text":"That's fair—volume moves supply chains. But it doesn't make Tesla irrelevant."},{"host":"Chris","text":"I didn't say irrelevant. I said the crown moved. That's bigger than one quarter."},{"host":"Matilda","text":"The real headline isn't Tesla versus BYD. It's that two of the top three are Chinese."},{"host":"Chris","text":"Exactly. And that's not a tech story—that's industrial policy."},{"host":"Matilda","text":"So watch what Washington does next, not just what Tesla ships."},{"host":"Chris","text":"And here's the thing: BYD isn't even selling passenger cars in the US yet. It's already the global leader."},{"host":"Matilda","text":"That's because our tariffs keep them out, not because they couldn't compete."},{"host":"Chris","text":"You sure they'd just walk in? Different safety and software rules here."},{"host":"Matilda","text":"I think they'd force prices down. That's what competition does."},{"host":"Chris","text":"Maybe, but letting them in also means accepting their supply chain. That's a national security conversation, not just car shopping."},{"host":"Matilda","text":"There you go—mixing trade and national security to block cheaper cars."},{"host":"Chris","text":"Because it is! If the US loses battery manufacturing, it loses leverage in every future energy market."},{"host":"Matilda","text":"The US is already losing some of that. Tariffs alone won't fix it."},{"host":"Chris","text":"Tariffs alone won't. But letting BYD set the price floor while Beijing subsidizes it won't fix it either."},{"host":"Matilda","text":"So we're stuck with expensive American EVs and less choice? Great."},{"host":"Chris","text":"No, we're stuck with a hard choice. Build a cheaper American EV or get passed by cheaper foreign ones."},{"host":"Matilda","text":"I can live with that as long as we're honest that today's volume winner is BYD, not Tesla."},{"host":"Chris","text":"On volume, yes. On profit and software, Tesla still leads—the crown depends on what you value."},{"host":"Matilda","text":"Then maybe we should stop talking about one crown. The market is splitting in two."},{"host":"Chris","text":"That's probably the most honest read. China wins volume, America wins software, and Europe is caught in between."},{"host":"Matilda","text":"Europe is always caught in between. But their tariffs are making it worse for their own buyers."},{"host":"Chris","text":"That's a different fight, but it shows this isn't just a Tesla story—it's a global restructuring."},{"host":"Matilda","text":"And it's happening faster than most people think. BYD wasn't supposed to be number one this quickly."},{"host":"Chris","text":"Speed is the scary part. Detroit took decades to lose its lead; Tesla lost the volume crown in a couple years."},{"host":"Matilda","text":"That's the thing—Tesla didn't lose it by shrinking. It grew, just slower than BYD."},{"host":"Chris","text":"Exactly. The market grew faster around it, so a company can be successful and still become number two."},{"host":"Matilda","text":"And number two in a fast-growing market can still be a great business. Just not the king anymore."},{"host":"Chris","text":"I'll take that. But the next post I see claiming Tesla is still the biggest EV maker? I'm quoting these numbers."},{"host":"Matilda","text":"Same. Because the numbers say otherwise."}]}