Graphify.md · Intelligence Map
China Is Winning
the Automotive AI War.
Here's the Data.
75 entities · 6 domains · China vs. West vs. Asia · Force-directed knowledge graph
75 entities mapped
6 domains
1 person · under 4 hours
Built with Graphify.md
5 Key Insights
01 · Cost Asymmetry
BYD's $9,555 Seagull has better autonomous driving than a $50,000 Ford F-150. And it's free.
02 · Capital Destruction
GM spent $12.1B on Cruise. Got zero revenue. Shut it down Dec 2024. Waymo spent $30B. Has 700 cars.
03 · Data Velocity
BYD generates 150M km of driving data daily. Waymo has accumulated 25M miles total in 15 years.
04 · Deployment Scale
China: 2,300 robotaxis, 30 cities. USA: 700 robotaxis, 5 cities. Same planet. Different velocity.
05 · IP War
China filed 6× more generative AI patents than the US from 2014–2023. The IP war is already over.
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