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Need the "why not both?" meme here.

BYD and Tesla have the same ability to brick their cars anywhere. It's less a "weapon" and more a way to cripple a subset of people overnight if they so choose. A general major downside of "connected" products.

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Okay what gain does China or BYD or similarly, Tesla and the US get by crippling their customers products? It doesn't make sense except at the point of a ww3 scenario where China is an adversary. I don't follow the news too closely, but I see no inklings of that at least.
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Yeah, it would specifically be in instances where global conflict is afoot. Aka what people are thinking about when they think about national security risks.
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There is a flip side too. It might be advantageous to maintain good will with namesake products so the opposing sides population has reservations. Similar to how thai restaurants all over the us are subsidized by the Thai government so we have their backs in they get invaded.

It's hard to predict, but personally I would be way more worried about other outcomes than supply chain attacks in vibe coded products people deem as mission critical.

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