How BYD Overtook Tesla in the EV Sales Race
WSJ Tech News BriefingJanuary 23, 2026
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How BYD Overtook Tesla in the EV Sales Race

Automaker BYD is the leader in a group of Chinese car companies whose global exports have risen beyond expectations, with BYD replacing Tesla as the world’s biggest electric vehicle seller. WSJ’s Stephen Wilmot explains the political challenges that could slow BYD’s growth. Plus, WSJ personal tech columnist Nicole Nguyen discusses Google’s new AI email rollouts — including features that attempt to summarize Gmail inboxes and write responses. Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter.

Automaker BYD is the leader in a group of Chinese car companies whose global exports have risen beyond expectations, with BYD replacing Tesla as the world’s biggest electric vehicle seller. WSJ’s Stephen Wilmot explains the political challenges that could slow BYD’s growth. Plus, WSJ personal tech columnist Nicole Nguyen discusses Google’s new AI email rollouts — including features that attempt to summarize Gmail inboxes and write responses. Peter Champelli hosts.


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