Zero

Is Tesla’s EV Supremacy in the Rearview Mirror?

BYD’s battery breakthrough is a “DeepSeek moment,” says Craig Trudell on this week’s episode of Zero.

A protester and a Tesla Cybertruck driver argue at a Tesla Takedown rally outside a Tesla showroom in Columbus, Ohio on March 29, 2025. — A protester and a Tesla Cybertruck driver argue at a Tesla Takedown rally outside a Tesla showroom in Columbus, Ohio on March 29, 2025.
Photographer: Brian Kaiser/Bloomberg

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By Akshat Rathi, Craig Trudell, and Oscar Boyd

April 3, 2025 at 4:00 AM UTC

This article is for subscribers only.

The race for EV market dominance is constantly changing.

While Teslas are now being hawked from the White House lawn in the US, China seems to have taken an unassailable lead. Electric car giant BYD recently announced a battery that can be charged to go 400km in just 5 minutes, and Chinese automakers increasingly moving into emerging markets.