The Minutes of Bill Gurley on byd https://minutesof.com/bill-gurley/on/byd/ Everything Bill Gurley has said on byd: 2 verbatim quotes between June 2025 and August 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:09 +0000 Gurley reports BYD executive denying government subsidies and challenging critics to find evidence in public f https://minutesof.com/q/2a384c15-af86-4bfe-bf47-54d5f6c6a56a/ https://minutesof.com/q/2a384c15-af86-4bfe-bf47-54d5f6c6a56a/ “I brought up the subsidization with Stella Lee at BYD, and she said she said, if I'm getting all this government subsidy money, can you please find it and show it to me?” — Bg2 Pod Thu, 28 Aug 2025 23:51:07 +0000 byd Gurley argues Chinese government may not prioritize market cap as a win, citing BYD's recent 30% price cut. https://minutesof.com/q/5e922f40-7f20-41cb-b225-c25237e09d96/ https://minutesof.com/q/5e922f40-7f20-41cb-b225-c25237e09d96/ “the Chinese government may not consider that part of the objective function of what a win is. And in the past three weeks, we saw BYD take prices down 30%.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 byd