The 3 EV Business Models of BYD, Xiaomi and Tesla (202)

The Tech Strategy Podcast

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This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to the TechMoat Consulting.
The 3 EV business models are:

EV Business Model 1 (i.e., BYD) is “Manufacturing Plus Services”. That’s Autos Plus Auto Services. Plus Linked Battery Manufacturing.
EV Business Model 2 (i.e., Xiaomi) is a “Manufacturing Plus a Consumption Ecosystem”. That’s Auto (Plus Auto Services) Plus Digital Services”.
EV Business Model 3 (i.e., Tesla) is “Manufacturing Plus AI Services”

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