Alex Kehr(@alexkehr):One thing nobody is really talking about - that is super fascinating… The bike industry is quietly having its “BYD moment.” For years, Chinese companies manufactured bikes for Western brands. Now the Chinese manufacturers are building world-class bikes under their own brands and selling for dramatically less. Feels very similar to what happened in the EV industry.

Alex Kehr

@alexkehr

ceo, @superlocalmaps (acq by foursquare), founder @machineofideas (product/growth studio) • i love maps

参加 April 2008

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Alex Kehr@alexkehr

2026.07.29 22:34

One thing nobody is really talking about - that is super fascinating… The bike industry is quietly having its “BYD moment.” For years, Chinese companies manufactured bikes for Western brands. Now the Chinese manufacturers are building world-class bikes under their own brands and selling for dramatically less. Feels very similar to what happened in the EV industry.