Gurley argues tariffs on BYD will make Detroit less competitive rather than more competitive globally.
“Detroit is not globally competitive anymore. And putting tariffs on BYD's cars is not gonna make Detroit more competitive. It's gonna make them less competitive and they're gonna fall further behind.”
Gurley quotes Ford CEO Farley saying Chinese vehicle cost and quality far superior, losing competition means no future.
“And he says even beyond that, their cost, their quality of vehicles is far superior to what I see in the West. We are in a global competition with China, and it's not just EVs.”