“BYD doesn’t want to sell in the US” (I presume due to strong anti-China sentiment which would harm an industry that is closely regulated by the government) is very different from “the US doesn’t have a large market for EVs” especially when the EVs BYD makes are low cost. And with Musk close with the government, BYD would be unlikely to be treated well any time soon. It makes sense that the CEO says “it is very complicated” but that is not the same as “the market is small”.