What BYD’s battery safety play means for automakers?

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This piece argues BYD’s real threat isn’t just cheap EVs, it’s an R&D machine that turned a deadly battery failure into the safer Blade Battery and then stacked that learning into vertical.

Here’s the battery demo that has Western automakers paying very close attention.

Yoshiii :blush:

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The safety story matters, but the harder part for incumbents is that BYD can push a cell design change through pack, thermal controls, and vehicle packaging without waiting on three suppliers to renegotiate the interface.

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