alt Hacker NewsI think it continues to be under-appreciated how much of a lead Tesla still has in EVs. Even BMW can't make something that is practical.
First people said "competition is coming" for about a decade. Now the competition has finally half arrived, but it's still so far behind. Perhaps the closest is BYD, but most BYD drivers would prefer to be driving a Tesla.
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I think Nissan is a bit underrated here. I’m leasing an Ariya which has been great (including its charging curve, which is better than much of the competition) and feels more premium than you’d expect from the brand (to the point that the top trim is sometimes referred to as a “baby Infiniti”) with things like dual pane windows to cut down on road noise, as well as a proper heat pump where many still only have resistive heaters.
The 2026 Leaf takes many of the Ariya’s good qualities and one ups them at one of the lowest price points in the industry.
And both can be parked in spots that no model of Tesla will fit. The 3, Y, etc aren’t even a consideration for me since they won’t fit my garage. Tesla badly needs a proper small hatch option.
BYD targets a different market. Tesla should compete with the likes of Polestar, Rivian, maybe Porsche if they dare but I'd take any of those before a Tesla any day of the week.
"I think it continues to be under-appreciated how much of a lead Tesla still has in EVs".
As long as you don't compare them to BYD etc.
My understanding is that Tesla 16V LV batteries have a similar crash lockout in the BMS that also requires workarounds to reset: https://openinverter.org/wiki/Tesla_16v_li-ion_battery
The BMW neue klasse is far superior to the latest Teslas.
Both in software hardware and handing.
https://youtu.be/P-H-GJaGiUg?si=eq8YWy8gyJ5YS99X
I think it even surpasses Chinese brands.
Add to that because Tesla allows for access to its repair manuals and service tools unlike most OEMs.
> Even BMW can't make something that is practical.
Hyperbole, but essentially true
The Japanese beat everybody when ICE ruled. Their cars were miles ahead on every measure except snob value.
In the the of EV it will be the Chinese. Tesla has no hope of keeping up, they are already fallen behind on snob value, their cars have none now.
I think the comment about BYD drivers preferring Tesla is out of date now. Ti e will tell, but my money is on China
I wouldn't understate BYD, but Tesla did play a massive role in helping build China's domestic EV ecosystem because Tesla also worked on building a supplier ecosystem in China, which also helped incubate much of the Chinese ecosystem.
That said, BYD is outcompeting most other Chinese players as well, and it can be argued that this is due to the fact that BYD is also a private sector player unlike most of it's domestic competitors.
The only competitor in China that can compete against BYD is SAIC - an SOE owned by Shanghai's government.
That said, the EV glut has become a significant headache from a local government fiscal perspective - the majority of Chinese automotive companies are owned by state and local governments - a large number of whom ended up spending eye bleeding amounts of yuan on EVs despite no competitive advantage, and it's these state and local governments that are now increasingly holding the bag - which Chinese market regulators have increasingly raised red flags about [0] (and I myself foreshadowed on HN a couple times [1][2]).
[0] - https://www.bloomberg.com/news/terminal/T3V4AWMB2SJX
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Lots of the traditional car manufacturers now have good options: Renault, Nissan, Kia, and Hyundai's EVs seem to be particularly well regarded. I'd definitely opt for any of those over a Tesla given Tesla's reputation with regard to quality and repair costs.
If you ignore cost, then Tesla's cars are probably still better at this point, but the gap doesn't seem that large.