Скачать или смотреть The world's #1 EV maker. You've never heard of them. 🚗

🚨 The world's largest EV manufacturer. And you've probably never heard of them.

Let me introduce you to BYD.

📊 THE NUMBERS (Jan 2, 2026):

BYD: 2.26M EVs sold (2025) — UP 28%
Tesla: 1.64M EVs sold (2025) — DOWN 8%

BYD is now #1. By 620,000 units.

❓ WHAT IS BYD?

BYD = Build Your Dreams (比亚迪)

Founded: 1995, Shenzhen, China
Started: Battery manufacturer
Now: World's #1 EV maker

What they make:
✓ Electric cars (50+ models)
✓ Electric buses (city transit globally)
✓ Electric trucks & taxis
✓ Batteries (in-house, don't buy from suppliers)
✓ Solar panels & energy storage

Major investor: Warren Buffett (8% stake since 2008)

🌏 WHERE YOU'LL FIND THEM:

✓ Cambodia - buses, taxis, cars everywhere
✓ China - dominant market position
✓ Europe - outsold Tesla in May 2025
✓ Latin America - major presence
✓ Middle East - growing rapidly
✓ USA - ZERO (100% tariffs block them)

That's why you've never heard of them.

🇰🇭 THE CAMBODIA OBSERVER VIEW:

I'm documenting the wealth transfer from Phnom Penh, positioned between East and West economic systems.

What I see daily:
→ BYD electric buses (replaced diesel fleet)
→ BYD taxis (common everywhere)
→ BYD private cars (growing fast)
→ Tesla presence (almost zero)

What Western media sees:
→ BYD not sold in USA
→ Not covered in news
→ "Out of sight, out of mind"

THE OBSERVER EFFECT:

Your geographic position determines what you can observe.

From New York: BYD invisible (can't buy them)
From Phnom Penh: BYD everywhere (see them daily)

Same company. Opposite visibility.

📈 HOW BYD BECAME #1:

5 Strategic Advantages:

1. Vertical Integration
→ Make own batteries (better margins)
→ Control supply chain
→ Faster innovation

2. Price Positioning
→ $35K base vs $60K Tesla
→ Mass market strategy
→ More accessible globally

3. Model Diversity
→ 50+ models vs Tesla's 4
→ Every segment covered
→ Buses, trucks, taxis, cars

4. Global Expansion
→ Everywhere except USA
→ 80% of world population
→ Bigger addressable market

5. Manufacturing Scale
→ 12 factories
→ Consistent quality
→ Proven execution

💡 WHY THIS MATTERS:

This isn't just automotive news.

This is about:
→ Economic power shifting East
→ Manufacturing leadership changing
→ Western media blindspots
→ Position determining observation

Cambodia sits between both systems. Perfect place to observe what Western media misses.

🔍 WHAT I'M TRACKING FROM CAMBODIA:

→ Companies growing globally but invisible in US
→ Manufacturing shifts happening quietly
→ Asian market trends ahead of Western awareness
→ Ground-level observations vs media narratives

Daily updates from between East and West.

Tomorrow's video: "China Just Lowered 935 Tariffs (What You Missed)"

Subscribe for introductions to the companies and trends your position won't let you see.

Sources: CNBC, Bloomberg, Reuters (Jan 2-3, 2026)

⚠️ Educational analysis from Cambodia. Not financial advice.

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