Tech
China’s Auto Takeover: BYD Vs. Tesla And The Battle For EV Supremacy | CNBC Marathon
CNBC examines China’s rapidly growing automotive industry, focusing on its technological advancements, increasing exports, and a lack of interest in American car brands.
BYD, backed by Warren Buffett and recognized as China’s leading car brand, overtook Tesla in Q4 2023 as the world’s top electric vehicle (EV) manufacturer, selling more battery-powered vehicles than its U.S. rival. The company is aggressively expanding globally, exporting over 240,000 cars to 70 countries last year. During Tesla’s Q4 earnings call, Elon Musk warned that Chinese automakers could “demolish most other car companies in the world” unless regulators intervene.
Detroit automakers like General Motors reaped huge profits selling cars to Chinese consumers after China opened its auto market to foreign firms in the 1980s. However, those lucrative days appear to be over. Chinese firms have caught up with, and in some cases surpassed, the foreign companies that once taught them the automotive trade. Jeep’s joint venture has already gone bankrupt, and one industry analyst predicts that Ford, GM, and others—such as Hyundai, Kia, and Nissan—could withdraw from the Chinese market within the next five years.
Today, China has the manufacturing capacity to supply half the world’s cars and is setting its sights on the U.S. market. While Chinese-owned brands like Volvo, Polestar, and Lotus are already present in the U.S., no purely Chinese brands have entered the market yet. In May 2024, President Biden imposed steep tariffs on Chinese automakers, doubling the price of imported EVs. However, some insiders believe tariffs might be ineffective in the long term and could cause more harm than good.
Chapters:
00:00 Introduction
00:51 How Chinese EV Giant BYD Is Taking On Tesla (Published March 2024)
17:17 Why American Automakers Are Failing In China (Published May 2024)
33:48 Why EV Tariffs Won’t Stop Chinese Cars (Published June 2024)
Produced by: Andrew Evers, Robert Ferris
Edited by: Andrew Evers, Darren Geeter
Supervising Producer: Jeniece Pettitt, Tala Hadavi
Animation: Christina Locopo, Jason Reginato
Narration: Robert Ferris
Additional Footage: Getty Images, BYD, Polestar, Hyundai Motors, Volvo, Geely, Tesla, Toyota, Honda
Additional Sources: FactSet, Tesla, General Motors, Kiel Institute
Additional Editing: Emily Rabbideau
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Why China’s Car Market Is Skyrocketing | CNBC Marathon
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Investors are bullish on the emerging crop of companies known as neoclouds, which focus on AI-dedicated computing infrastructure, even as industry insiders warn it will take longer for these ventures to become profitable than markets currently expect. CNBC’s Tobias Burns reports on the enthusiasm for neoclouds and the concerns surrounding them.
Reporter: Tobias Burns
Produced by: Jeff Huang
Shot and Edited by: Kaan Oguz
Production Support: CJ Haddad
Managing Producer: Anuz Thapa
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images
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Why Investors Are Bullish On Neoclouds
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Tesla began rolling out xAI’s Grok AI chatbot in its cars in July 2025. It’s still in beta mode. Tesla is not the only automaker adding AI assistants to vehicles. Volvo, Rivian, Mercedes, BMW and others are all integrating AI into their cars even though the tech is still in its infancy. CNBC’s Rob Ferris takes a ride with attorney and Tesla Model Y owner Mike Nelson in New York City to see how he uses Grok and to find out how it integrates into Tesla’s Full Self-Driving (Supervised).
Reporting by Robert Ferris, Lora Kolodny
Camera and Editing by Erin Black
Senior Director of Video Jeniece Pettitt
Additional Camera Macklin Fishman, Darren Geeter
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Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Use coupon code EARLYBIRD for 20% off. Offer valid from April 20, 2026 to May 4, 2026. Terms apply. https://cnb.cx/4sGlSkh
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We Tried xAI’s Grok Chatbot In A Tesla — Is It A Dangerous Distraction?
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As Hollywood bleeds jobs and productions flee Los Angeles, a new hybrid studio called Innovative Dreams is betting AI can reverse the tide. Backed by Amazon Web Services and AI company Luma, the company combines the LED backdrops of virtual production with AI tools across the entire pipeline, preserving actor performances and traditional filmmaking techniques while dramatically cutting costs and timelines. The first project to use the technology, The Old Stories: Moses, a three-part series starring Ben Kingsley, shot over 40 locations in a single week on an LA soundstage, a job that would have taken a traditional production over a month. But as AI reshapes filmmaking, questions remain about whether it will create jobs, or quietly eliminate them. CNBC’s Julia Boorstin explores whether this new wave of AI-powered production could become a defining force in the future of Hollywood.
Chapters:
0:00 Introduction
2:41 Chapter 1 – Lights, camera, AI
4:42 Chapter 2 – Innovative Dreams
8:16 Chapter 3 – Hollywood’s future
Senior Correspondent: Julia Boorstin
Produced, Shot and Edited by: Andrew Evers
Senior Field Producer: Stephen Desaulniers
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Innovative Dreams
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Use coupon code EARLYBIRD for 20% off. Offer valid from April 20, 2026 to May 4, 2026. Terms apply. https://cnb.cx/4sGlSkh
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How An Amazon-Backed Hollywood Production Startup Deploys AI For Speed And Cost-Cutting
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Elon Musk’s high-profile lawsuit against OpenAI, the company’s CEO Sam Altman and its President Greg Brockman kicks off with jury selection in federal court in California on April 27th. Musk, who co-founded OpenAI in 2015 alongside Altman and Brockman, alleges he was deceived into donating roughly $38 million to the startup under the promise that it would remain a nonprofit. The two sides have been in a heated standoff since Musk filed the suit in 2024. CNBC’s Ashley Capoot will be in the courtroom for the trail and explains what to expect next.
Reporting by: Ashley Capoot
Produced by: Nathanial Lee
Editing by: Darren Geeter
Camera by: Ryan Baker
Senior Director of Video: Jeniece Pettitt
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Use coupon code EARLYBIRD for 20% off. Offer valid from April 20, 2026 to May 4, 2026. Terms apply. https://cnb.cx/4sGlSkh
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Battle Of The Billionaires: Elon Musk And Sam Altman Go To Court
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John Ternus will become Apple’s eighth CEO in September, continuing a tradition of internal promotion at the iPhone maker. Industry experts have long speculated that the 50-year-old Ternus would become Cook’s eventual successor. Over the last 25 years at Apple, Ternus has become a key architect of the tech giant’s robust product pipeline, managing hardware engineering for iPad, AirPods and recent iPhone models. He has also played a significant role in Apple’s Silicon chip program as it transitions away from Intel. When Ternus takes the reins this September, he faces a significant obstacle: revamping the company’s struggling artificial intelligence strategy. CNBC’s MacKenzie Sigalos has the story.
Reporter MacKenzie Sigalos
Producer by Drew Troast
Edited by Erin Black
Senior Director of Video Jeniece Pettitt
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Use coupon code EARLYBIRD for 20% off. Offer valid from April 20, 2026 to May 4, 2026. Terms apply. https://cnb.cx/4sGlSkh
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Who Is John Ternus, Apple’s New CEO?
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