Our Ideas
List of Services
-    
 BYD November Deliveries Analysis
December 2, 2022
 -    
 BYD vs. Tesla Growth
November 17, 2022
 -    
 EV Market Share Perspective
November 11, 2022
 -    
 Tesla Battery Day vs. Reality
September 12, 2022
 -    
 CATL Updates
August 30, 2022
 -    
 Tesla Job Postings Analysis Following Elon’s Email re: Layoffs
June 6, 2022
 -    
 BYD April NEV Deliveries Analysis
May 3, 2022
 -    
 BYD Battery Factories in 2022
April 26, 2022
 -    
 Poking Holes in ARK Invest’s 2022 Tesla Model
April 21, 2022
 -    
 Nissan’s Battery Plans
April 8, 2022
 -    
 Tesla 4680 Progress Analysis
March 22, 2022
 -    
 Putting Tesla FSD Beta in Perspective
March 8, 2022
 -    
 China EV Market: December and FY21 Analysis
January 11, 2022
 -    
 US Public EV Chargers Analysis
December 16, 2021
 -    
 How BYD and Toyota Became Partners
December 14, 2021
 -    
 BYD + Toyota Analysis
December 14, 2021
 -    
 Tesla is Far Away From Autonomous Driving
November 9, 2021
 -    
 AV Testing Zones Map
November 9, 2021
 -    
 China NEV September Deliveries Analysis
October 12, 2021
 -    
 Our Patent Tracker & Analysis
September 28, 2021
 -    
 Xpeng Launches LiDAR-Equipped P5 EV
September 15, 2021
 -    
 BYD e-platform 3.0 Technical Analysis & Ocean-X
September 9, 2021
 -    
 China NEV Monthly Deliveries YTD Analysis
September 7, 2021
 -    
 Our Tesla Ship Tracker
August 30, 2021
 -    
 Understanding History of Tesla Semi
August 17, 2021
 -    
 What Tesla Cameras Actually See
August 12, 2021
 -    
 Tesla No Longer Gaining Market Share in Largest Markets
August 11, 2021
 -    
 BYD Updates on New Models
August 11, 2021
 -    
 Tesla China Exports Analysis
August 10, 2021
 -    
 Tesla vs. BYD Han Air Purification Systems
June 16, 2021
 -    
 China vs. U.S. BEV Markets
May 28, 2021
 -    
 BYD Han Spotted in California
May 26, 2021
 -    
 BYD & MGI Launch Magic Cube Labs
May 25, 2021
 -    
 Tesla Still Struggling with Dry Battery Electrode
May 20, 2021
 -    
 BYD Produces its 1,000,000th Passenger NEV
May 19, 2021
 -    
 Teladoc Announces Comprehensive Mental Health Service
May 13, 2021
 -    
 BYD SkyRail
May 12, 2021
 -    
 Top 10 Best-Selling EVs in China This Year
May 12, 2021
 -    
 BYD High-End EV Model News
May 7, 2021
 -    
 Tracking Global EV Efficiencies and Prices
May 4, 2021
 -    
 Porsche Taycan vs. Tesla Model S
May 3, 2021
 -    
 Tesla is Often Late: Timeline
May 3, 2021
 -    
 Top-selling EVs Globally Over Time
April 30, 2021
 -    
 Chinese vs. Western EV Preferences
April 30, 2021
 -    
 First Look at BYD’s X DREAM Concept Car
April 22, 2021
 -    
 Ogan on Robotaxi Reality
April 22, 2021
 -    
 BYD’s Major Announcements from 2021 Shanghai Auto Show
April 19, 2021
 -    
 ARCFOX Alpha S with Huawei Hardware Looks Better Than Tesla FSD Beta
April 16, 2021
 -    
 BYD’s Q1 2021 Anti-Corruption Bulletin
April 16, 2021
 -    
 Intro to Our Tesla Job Database
April 8, 2021
 -    
 BYD Blade Battery Pack Rolling Test
April 7, 2021
 -    
 Tesla Q1 2021 Delivery/Production Estimates
March 31, 2021
 -    
 Comparing Charitable Donations Made by Tech Companies
March 29, 2021
 -    
 Chinese Companies Make Products with Their Consumers in Mind
March 25, 2021
 -    
 Questions Regarding ARK Invest’s Tesla Analysis
March 23, 2021
 -    
 Tesla Market Share vs. Competitors
March 18, 2021
 -    
 BYD Blade Battery Nail Penetration Test
March 16, 2021
 -    
 Limitations of Tesla’s FSD Beta
March 16, 2021
 -    
 Tesla’s 4680 Dry Electrode Battery Hurdle
March 11, 2021
 -    
 Tesla Full Self-Driving Analysis
March 9, 2021
 -    
 Tesla Annual Delivery Estimates from Analysts, Twitter, and YouTube
March 4, 2021
 -    
 BYD Changsha Factory
February 24, 2021
 -    
 Chinese EV Reliance on Suppliers
February 22, 2021
 -    
 How BYD Became the World's Largest Mask Manufacturer in Just Weeks
February 10, 2021
 -    
 Understanding Tesla Means Understanding China
February 9, 2021
 -    
 Top EV Stocks Since 2015
February 9, 2021
 -    
 How BYD stacks up against its competitors in the Chinese market
February 4, 2021
 -    
 BYD and BGI launch an EV for mobile nucleic acid testing to expand access to COVID-19 testingList Item 1
February 2, 2021
 -    
 BYD is the only automaker that makes its own chips
February 1, 2021
 -    
 Snow Bull’s initial COVID-19 thoughts, one year later
February 1, 2021
 -    
 Tesla’s new 4680 cells are farther away than what most people think
January 28, 2021
 -    
 BYD releases new patents: solid-state batteries, new Ming vehicles, and hub motors
January 25, 2021
 -    
 Making sense of Tesla’s ambitious future battery production goals
January 22, 2021
 -    
 Tesla’s factory expansion concerns
January 21, 2021
 -    
 BYD Han wins “Best New Energy Vehicle of the Year”
January 20, 2021
 -    
 BYD is supplying Blade batteries to FAW Group
January 15, 2021
 -    
 Takeaways from NIO Day
January 11, 2021
 -    
 Battery comparisons for new EVs in China
January 4, 2021
 -    
 BYD makes some changes for 2021
January 3, 2021
 -    
 BYD is Snow Bull Capital’s 2020 company of the year
December 22, 2020
 -    
 Zoox unveils its autonomous vehicle
December 14, 2020
 -    
 QuantumScape holds its first “Battery Day”
December 9, 2020
 -    
 Snow Bull’s Tesla sales estimates between now and 2040
November 20, 2020
 -    
 BYD and DiDi Chuxing unveil co-designed D1, the world’s first EV built specifically for ride-hailing
November 16, 2020
 -    
 EV battery price projections
November 12, 2020
 -    
 2020 returns for the 10 largest tech companies, U.S. vs. China
November 4, 2020
 -    
 BYD is improving the world more than any other company
October 12, 2020
 -    
 TSLA Q3 2020 estimates follow-up
October 8, 2020
 -    
 EVs shown off at the Beijing International Automotive Exhibition & Shanghai Pudong International Automotive Exhibition
October 5, 2020
 -    
 Tesla production and delivery estimates - Q3 2020
October 1, 2020
 -    
 Market capitalization versus EVs sold in 2019: Tesla, BYD, NIO, Nikola
September 16, 2020
 -    
 Mapping the area of land needed if the world’s energy consumption were produced by solarList Item 4
September 17, 2019
 -    
 Only 10 countries have national AI policiesList Item 3
July 19, 2019
 -    
 Electric buses in ChinaList Item 2
October 22, 2018
 

