We bullshit about ICP, the Joker, and Megalopolis for the first 33 minutes. So jump a bit into the episode if you wanna skip the verbal shit posting and get to the analytical discussion of BYD. We chat broadly about the background and rapid rise of BYD, the Chinese electric vehicle manufacturer. We explain why BYD is such a fascinating company that is worth keeping a close eye on because it sits at the intersection of multiple TMK interests: industrial policy, geopolitics of technology, political economy of green innovation, and the economic Cold War between the US and China.

••• BYD Is Winning the Global Race to Make Cheaper EVs https://www.bloomberg.com/news/features/2024-10-16/electric-car-brand-byd-leads-race-to-make-cheap-evs-despite-tariffs
••• The Electric Vehicle Developmental State https://www.phenomenalworld.org/analysis/byd/
••• Apple Secretly Worked With China’s BYD on Long-Range EV Battery https://www.bloomberg.com/news/articles/2024-10-16/apple-secretly-worked-with-china-s-byd-on-long-range-ev-battery
••• China’s Economic Growth Is Good, Actually https://jwmason.org/slackwire/chinas-economic-growth-is-good-actually/

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Hosted by Jathan Sadowski (www.x.com/jathansadowski) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (www.x.com/braunestahl)