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There’s a new biggest name in EVs, and if you live in the US, you pretty much can’t buy one. But before we get to that, we have some stuff to catch up on: The Verge's Hayden Field joins us for a round of “Big Deal Medium Deal Small Deal” with some AI news, from the launch of ChatGPT Health to the recent viral moment for Claude Code. After that, The Verge’s Andy Hawkins joins the show to explain how BYD recently eclipsed Tesla as the world’s largest seller of electric vehicles, what makes its cars so desirable, and when you, too, might be able to buy a Dolphin Surf. Finally, David tackles a question from the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about giving your kids iPads instead of iPhones, and whether all screen time is created equal.
00:00 Intro
02:02 AI News with Hayden Field
02:28 Big Deal, Medium Deal, Small Deal Game
03:45 Anthropic’s Strategic Moves
11:44 OpenAI’s ChatGPT Health
18:52 E-commerce and AI Integration
22:45 Grok Deep Fake Controversy
26:59 Gmail AI Inbox
33:09 BYD: The New EV Leader
35:58 BYD’s Early Years and Pivot to Cars
37:24 Warren Buffet’s Investment and BYD’s Growth
38:16 BYD’s Design Overhaul and Global Expansion
39:22 BYD vs. Tesla
40:29 China’s Industrial Policy and BYD’s Advantage
43:32 BYD’s Competitive Edge and Market Strategy
46:41 BYD’s Global Presence and Future Prospects
56:06 Challenges for BYD in the US Market
01:05:09 Vergecast Hotline
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