Dwarkesh Podcast

Arthur Kroeber on Dwarkesh Patel: Why BYD Beat Tesla at Home

How BYD beat Tesla after China spent 200 billion in EV subsidies; Beijing treats technology acquisition like a VC fund willing to lose for decades.

AKArthur KroeberguestDPDwarkesh Patelhost

Jun 19, 2025·2h 27m·Watch on YouTube ↗

📖 CHAPTERS

1. 1
   0:00 – 22:07

   We should reconcile with China

2. 2
   22:07 – 38:08

   BYD, Tesla, & Chinese EV industry

3. 3
   38:08 – 45:26

   Will China have a Japan-style financial crisis?

4. 4
   45:26 – 58:23

   Local debt situation is manageable

5. 5
   58:23 – 1:05:53

   If CCP is so competent, why isn’t China richer?

6. 6
   1:05:53 – 1:34:32

   How China keeps tech under control

7. 7
   1:34:32 – 1:44:21

   Does China win AI?

8. 8
   1:44:21 – 2:10:55

   Communication with China key for AI safety

9. 9
   2:10:55 – 2:18:19

   What foreigners get wrong about China

10. 10
    2:18:19 – 2:27:29

    China-US relationship future