Excited for solid-state EV batteries? BYD has some bad news

When one of the world's largest EV manufacturers publicly tempers expectations on solid-state batteries, it carries more weight than analyst skepticism — BYD has direct skin in the game and no incentive to talk down technology it would benefit from selling. The message from Stella Li isn't that solid-state is dead, but that the gap between lab promise and production reality remains wider than the headlines suggest. For buyers holding off on an EV purchase in anticipation of a solid-state breakthrough, this is a useful reality check from someone who actually builds cells at scale. The technology may still arrive, but BYD is signaling that the timeline enthusiasts have been fed deserves serious scrutiny.