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What Ever Happened To VinFast?

Wall Street Millennial | October 14, 2025



In this video we analyze the Vietnamese EV maker VinFast.

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#wallstreetmillennial

0:00 – 2:50 Intro
2:51 – 5:23 Vehicle Production
5:24 – 8:00 North America
8:01 – 10:02 Southeast Asia
10:03 Future Outlook

Written by Wall Street Millennial

Comments

This post currently has 41 comments.

  1. @haruruben

    October 14, 2025 at 3:10 pm

    I saw a few videos from people who bought Vinfast cars in the US, they were mainly Vietnamese immigrants or first generation that wanted to support the car industry in Vietnam but they were all very disappointed with the car they got

  2. @sa34w

    October 14, 2025 at 3:10 pm

    Vinfast started manufacturing in India which reduces a whole lot on tax. India has highest taxes on Petrol cars so EVs are a no brainier

  3. @Oppatwunk

    October 14, 2025 at 3:10 pm

    A lot of those widely available Chinese EVs are not, widely available. Do your research on Asian dynamics with China and their tariff policies before dumping another over saturated VinFast bad video. They literally make the EVs in Hai Phong. They have the labor force. The infrastructure is in place? What is this video even about? The Billions in loss is to expand outside Vietnam. Holy inaccurate information dump.

  4. @Marco-w2l

    October 14, 2025 at 3:10 pm

    All govt funded and bailed out. Bankrupt. Govt lets VinGroup buy land for peanuts and build low quality homes which. It sells. Then cash from VinGroup. Auntie Vong is a communist party dog who does what party says.

  5. @Whywhywhyw-c5l

    October 14, 2025 at 3:10 pm

    This is a glaring example of too much, too soon. They’d had unproven products when they decided to launch in North America, a mature and demanding market not for the faint of heart.

  6. @spiffysrq

    October 14, 2025 at 3:10 pm

    The first automaker (EV or otherwise) to finally see a large portion of the US a not a developed market, but a developing market and price accordingly (more like a China, Vietnam or Indonesia) will have massive sales. While people in the states may have higher salaries on paper, cost of living is so high, the true take home for many in the US puts us in the same place as those in many developing nations.

  7. @TheTruth-dy8ze

    October 14, 2025 at 3:10 pm

    Vinfast is dumping their electric cars GSM in the Philippines as taxis and are seen around Manila. They haven’t been around long enough to establish a reputation but knowing the sporadic electricity supply and traffic jams demanding constant air conditioning don’t expect them to be a great hit.
    Time will tell.

  8. @tanviet76

    October 14, 2025 at 3:10 pm

    VinFast now exists only as a shadow the more they try to stay afloat, the deeper they sink. I sincerely feel that what they’re doing is driven more by ego than by business sense. There is no real foundation no strong technical base or original design. Their products rely entirely on others, which is why failure seems inevitable.

  9. @granthawkins88

    October 14, 2025 at 3:10 pm

    – Hard to overstate how powerful and ubiquitous Vingroup is in Vietnam
    – Vinfast doesn't need to make money. The political tailwinds and appetite for foreign capital (wink wink) are enough to keep it going
    – Lots of people here (in Vietnam) get the cars and motorbikes. They're good value compared to other offerings after tariffs.

  10. @BigMac-ep6zu

    October 14, 2025 at 3:10 pm

    fuck BinTrash and their BinGroup. Spot a lovely place to build an overpriced apartment complex, ring up sugar daddy government to "acquire" land with 1/3 of market value because wherever you are, the "system" would decide it as bottom tier farming land and rated for less. Then soften it up with a concrete structure and sell with 1000% markup times the number of floors lmfao. What a shit hole (not the VinHomes tho those complexes are nice, like an actual functional city with proper zoning).

  11. @tomvien9004

    October 14, 2025 at 3:10 pm

    I'm Vietnamese and have been living in Vietnam for 9 years now. Vinfast cars are a piece of junk. There are so many accidents here involving Vinfast cars. I used the taxi service here and the taxi drivers tell me the car is not really reliable. I sit in the back and it's very uncomfortable. The floor is so high due to the battery so my legs feel very uncomfortable. The AC in the back is so retarded. Only the passenger on the left hand side can have access to the AC. If you tilt the AC to the Right then it blocks the AC from blowing air out. If your tilt the handle to the left, then only the left side passenger has access to the air blowing out. I have no idea what Mr Pham is thinking. I bought a house from him and it's a piece of crap. Not even 1 year old, and The roof is leaking and the walls are damped from rain falling down the crack. now he's moving on to car? What is this man thinking?

  12. @TheCvp33

    October 14, 2025 at 3:10 pm

    VF will not make it in the US. Already closing Canadian dealerships, USA will be next. We’re only seeing 2024’s on lots here and the VF9 costs as much as the new 615hp, Cadillac Vistiq. Which would you buy for $75K?

  13. @nguyenhieu1687

    October 14, 2025 at 3:10 pm

    Many people claiming to be Vietnamese here fabricate baseless stories to disparage Vietnam everywhere, despite lacking concrete evidence. It's all just their speculation. It's laughable. Most of them seem to be people consumed by envy towards the wealthy, and Vietnam has many such individuals, including a significant number of anti communist Vietnamese refugees living abroad. Vinfast is a young brand undergoing expansion. It's normal for them not to have high revenue yet and to incur losses. How many electric car companies are currently profitable? How many years did Tesla operate at a loss before turning a profit? Faults? I've yet to see an electric car brand without faults even internal combustion engine cars still have issues today! Vinfast is a pioneering car company in Vietnam, doing something that Vietnamese people never thought possible before. That's one of the reasons why they have many antifans.

  14. @KrazeDiamond

    October 14, 2025 at 3:10 pm

    "Vinfast" is a dogshit name. Also, they don't make e-motors/batteries/controller chips; they buy them from S.Korea and they're expensive, so they cut corners to save on costs. A car in $70k range should have air suspension, but that would mean they have to buy it from Europeans. Unlike Chinese EV brands, even a $35,000 car has air suspension.

    Honestly Vietnam lacks the technical know-how, innovation, strategic planning, infrastructure; while having too much pride. They would've save tons of money and grievances to import or contract BYD/Geely/Huawei instead.

  15. @LongNguyen-ce8nn

    October 14, 2025 at 3:10 pm

    Vinfast biggest mistake is to switch all of its production from gas cars to electric cars. They also enter the US market without any reputation or quality check. They should have stabilized their growth in Southeast Asia first. Vietnam also allows BYD to enter its market. There are so many other glaring factors involved.

  16. @AnhNguyen-zt8qb

    October 14, 2025 at 3:10 pm

    Vinfast EV is quite unbeatable in Vietnam, they benefit from cheaper price as well as well establish charging station. its around 37% cheaper than its pricing in America. So in vietnam its competitor for this price range are Huyndai santafe or a Kia sorento, which give Vinfast a huge competive edge.

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