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BYD Outsold Tesla by 600,000 Cars. Here's How

EPISODE · Jan 4, 2026 · 11 MIN

BYD Outsold Tesla by 600,000 Cars. Here's How

from Elon Musk Podcast · host Stage Zero

BYD sold 2.26 million electric vehicles in 2025. Tesla delivered 1.64 million. For the first time on a calendar-year basis, Tesla is no longer the world's largest EV maker. The company Elon Musk dismissed in a 2011 interview now leads the global market by more than 600,000 vehicles. Tesla posted its second consecutive year of declining deliveries amid an aging lineup, political backlash against Musk, and the end of the federal EV tax credit.

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BYD Outsold Tesla by 600,000 Cars. Here's How

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