In the last few years, however, this outlook has changed to "Tesla, BYD , and everyone else," according to Evercore. Chinese EV-manufacturer BYD sold more NEVs, or new energy vehicles, in 2022 than Tesla. Evercore noted that BYD's sales guidance for China in 2023 could potentially exceed the total EV sales in the U.S. and EU combined from 2022. "In many respects, such as battery and commercial vehicle platforms, BYD is already leading TSLA & others. Correction: Chinese EV-manufacturer BYD sold more NEVs, or new energy vehicles, in 2022 than Tesla.

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Persons: Tesla, BYD, Evercore, Chris McNally, Warren Buffett, Charlie Munger's Berkshire Hathaway, Munger, McNally, — CNBC's Michael Bloom Organizations: EV, EU Locations: China, U.S, BYD, Berkshire, Omaha, Europe, EU, Thailand