How BYD Overtook Tesla in the EV Sales Race

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.3 • 1.7K Ratings

🗓️ 23 January 2026

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hi, just leave from work now. Sorry, it's a bit loud. Um, basically, so I was thinking we could get Macies tonight. Had a big Mac on my mind all day and delivery fee on the app is now from 99P. So you win? Of course you are. Love you. Bye.
0:13.2	Exclusively on the McDonald's app.
0:16.0	18 plus service fee and small order fee may apply. Participating restaurants. Serving times and teas and seas apply.
0:23.9	Welcome to Tech News Briefing.
0:25.9	It's Friday, January 23rd.
0:28.1	I'm Peter Champelli for the Wall Street Journal.
0:30.7	Google wants to use AI to change the way we use email.
0:34.5	From ghostwriting to a new summarizing tool,
0:37.1	they're picturing a less tedious
0:38.7	Gmail. And we're previewing the changes it'll be coming to your inbox soon. Then, BYD has
0:44.9	replaced Tesla as the world's top electric vehicle seller. It's leading a pack of Chinese automakers,
0:50.6	whose exports are exceeding expectations. Last year, BYD delivered over a million
0:56.1	cars outside China, more than double the previous year's total. We're taking a look at how
1:01.5	they beat the odds, and what the road ahead could look like. But first, Nicole Nguyen, Wall Street
1:09.1	Journal Personal Tech columnist, has a familiar problem.
1:12.6	Thousands and thousands of unread emails cluttering her inbox.
1:16.6	Gmail is starting to roll out AI tools that they say can help.
1:20.1	So last week, Nicole put her inbox in Gemini's hands and put the new tools to the test.
1:25.5	Nicole, what kind of tools is Gmail rolling out
1:28.5	and how do they fit into the overall suite of Google's AI tools?
1:32.4	There are a few different buckets.
1:33.4	So one bucket of new Gmail tools is a ghostwriter slash proofreader.
	...

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