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He Xiaopeng, founder of XPeng has a degree in Computer Science, unlike Musk. Volkswagen recently invested $700 million in XPeng ($XPEV) whose G9 👇 is sized like a $TSLA Model X, but costs 30% less. Xpeng essentially built a larger Model Y before Tesla did.

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51,984 次观看 • 2 年前 •via X (Twitter)

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"No Chinese automaker is out of the woods." "Only 5 will remain." "The ongoing knock-out round will reach its finale in about 5 years." Rather radical comments from Xpeng CEO He Xiaopeng in the latest episode of Luo Yonghao's Crossroads. Maybe a bit alarmist, but I like this grounded attitude. XPENG Xiaopeng He

"No Chinese automaker is out of the woods." "Only 5 will remain." "The ongoing knock-out round will reach its finale in about 5 years." Rather radical comments from Xpeng CEO He Xiaopeng in the latest episode of Luo Yonghao's Crossroads. Maybe a bit alarmist, but I like this grounded attitude. XPENG Xiaopeng He

Lei 𝕏ing邢磊

61,796 次观看 • 11 个月前

This Chinese Model 3 owner refutes a prominent influencer’s claim that XPeng NGP is better than Tesla FSD in China. He also owns Xpeng X9 and is very familiar with NGP. He says the opposite is true: FSD works much better than NGP. His preferred commute vehicle now is Model 3 because he enjoys driving with FSD engaged. Full video:

This Chinese Model 3 owner refutes a prominent influencer’s claim that XPeng NGP is better than Tesla FSD in China. He also owns Xpeng X9 and is very familiar with NGP. He says the opposite is true: FSD works much better than NGP. His preferred commute vehicle now is Model 3 because he enjoys driving with FSD engaged. Full video:

Ray

1,153,219 次观看 • 1 年前

XPENG founder and CEO He Xiaopeng announced that they will release a new generation of humanoid robots next month, introducing a new AI system, VLT, combined with five other systems, including VLA/VLM. The goal is to transition humanoid robots from remote-controlled to fully autonomous. Their second-generation humanoid robot, Iron, released last year, is already undergoing trial operations at the XPENG factory in Guangzhou and serving as a shopping guide in the flagship store. It's worth noting that Tesla plans to release the Optimus V3 by the end of the year.

XPENG founder and CEO He Xiaopeng announced that they will release a new generation of humanoid robots next month, introducing a new AI system, VLT, combined with five other systems, including VLA/VLM. The goal is to transition humanoid robots from remote-controlled to fully autonomous. Their second-generation humanoid robot, Iron, released last year, is already undergoing trial operations at the XPENG factory in Guangzhou and serving as a shopping guide in the flagship store. It's worth noting that Tesla plans to release the Optimus V3 by the end of the year.

CyberRobo

12,948 次观看 • 9 个月前

This Chinese vlogger is both Tesla and XPeng owner. He is an avid tester of Tesla FSD and Xpeng NGP. He points out NGP almost always comes to an abrupt halt when humans or mopeds get real close or cross intersections as evidenced in this clip, even though there is ample time to gradually slow down, making driving extremely uncomfortable. This is not an isolated case. It exists with other XPeng owners. On the other hand, the owner says FSD is very reassuring and predictable. Other systems may have a fewer takeover rates than FSD for now but he still prefers FSD because of its driving comfort, smoothness and confidence.

This Chinese vlogger is both Tesla and XPeng owner. He is an avid tester of Tesla FSD and Xpeng NGP. He points out NGP almost always comes to an abrupt halt when humans or mopeds get real close or cross intersections as evidenced in this clip, even though there is ample time to gradually slow down, making driving extremely uncomfortable. This is not an isolated case. It exists with other XPeng owners. On the other hand, the owner says FSD is very reassuring and predictable. Other systems may have a fewer takeover rates than FSD for now but he still prefers FSD because of its driving comfort, smoothness and confidence.

Ray

322,507 次观看 • 1 年前

$TSLA batteries randomly spontaneously catch on fire 🔥 🔥 explosion follows in seconds This is a model X but it can (and has) happen in all Tesla models

$TSLA batteries randomly spontaneously catch on fire 🔥 🔥 explosion follows in seconds This is a model X but it can (and has) happen in all Tesla models

Stonk King ((((🌕))))

13,310 次观看 • 1 年前

There are concerns in the global auto industry that #China #EV makers have gotten a head start due to heavy subsidies and other cost advantages— and will dominate the world market. I test drove several competitors to Tesla’s Model Y to see how they stack up. My vid on CNBC CNBCi NBC News NOW👇👇👇: NIO XPENG BYD $LI $NIO $XPEV $TSLA General Motors Ford Motor Company $GM $F

There are concerns in the global auto industry that #China #EV makers have gotten a head start due to heavy subsidies and other cost advantages— and will dominate the world market. I test drove several competitors to Tesla’s Model Y to see how they stack up. My vid on CNBC CNBCi NBC News NOW👇👇👇: NIO XPENG BYD $LI $NIO $XPEV $TSLA General Motors Ford Motor Company $GM $F

Eunice Yoon

82,629 次观看 • 2 年前

Xpeng unveiled its next-generation IRON humanoid robot at the 2025 Xpeng Tech Day. This version emphasizes a "born from within" bionic design philosophy, featuring a human-like spine structure, full flexible skin, and customizable physique, including the option for male and female forms. CEO He Xiaopeng confirmed this is the final pre-research version, with the mass-production model standing no taller than 170cm. IRON’s technical specs are aggressive: 🦾 Hardware: 82 total Degrees of Freedom (DoF), far above the average. Its hand boasts 22 DoF with industry-smallest harmonic joints for 1:1 human hand scale, enabling delicate tasks (grabbing eggs, unscrewing caps). 🧠 Intelligence: Runs on three Turing AI chips with 2,250 TOPS of effective computing power, currently the highest in humanoids. It debuts Xpeng's first-gen Physical World Large Model (VLT + VLA + VLM) for high-level dialogue and control. 🔋 Solid-State Power: IRON is the first to use full solid-state batteries, boosting power by 30% and reducing weight by 30%. Xpeng aims for this safety-critical sector to drive SS battery mass production. 🚀 Commercialization Plan: Xpeng will prioritize commercial scenarios like guidance, sales assistance, and inspection (jointly developing complex applications with partners like Baosteel Group). CEO He Xiaopeng plans aggressive scaled mass production of advanced humanoids by the end of 2026. The robot team is over 1,000 people.

Xpeng unveiled its next-generation IRON humanoid robot at the 2025 Xpeng Tech Day. This version emphasizes a "born from within" bionic design philosophy, featuring a human-like spine structure, full flexible skin, and customizable physique, including the option for male and female forms. CEO He Xiaopeng confirmed this is the final pre-research version, with the mass-production model standing no taller than 170cm. IRON’s technical specs are aggressive: 🦾 Hardware: 82 total Degrees of Freedom (DoF), far above the average. Its hand boasts 22 DoF with industry-smallest harmonic joints for 1:1 human hand scale, enabling delicate tasks (grabbing eggs, unscrewing caps). 🧠 Intelligence: Runs on three Turing AI chips with 2,250 TOPS of effective computing power, currently the highest in humanoids. It debuts Xpeng's first-gen Physical World Large Model (VLT + VLA + VLM) for high-level dialogue and control. 🔋 Solid-State Power: IRON is the first to use full solid-state batteries, boosting power by 30% and reducing weight by 30%. Xpeng aims for this safety-critical sector to drive SS battery mass production. 🚀 Commercialization Plan: Xpeng will prioritize commercial scenarios like guidance, sales assistance, and inspection (jointly developing complex applications with partners like Baosteel Group). CEO He Xiaopeng plans aggressive scaled mass production of advanced humanoids by the end of 2026. The robot team is over 1,000 people.

RoboHub🤖

23,275 次观看 • 9 个月前

XPENG unveils the next-gen IRON humanoid. - The robot can be customized to be male or female. - Soft 3D lattice structures and soft skin are used for human-like body curves. - The 5' 7" robot has human-like spine movement. - Next-gen hands use tiny harmonic joints to achieve 22 Degrees of Freedom. - IRON uses a solid-state battery that is 30% lighter with 30% more capacity. - He Xiaopeng says they're holding off on household deployment for longer term because the AI needed for it "is very difficult based on the current technology." - They'll start with commercial use, like robots introducing cars to customers at XPENG stores. - It is in the R&D stage but will go into mass production in April 2026.

XPENG unveils the next-gen IRON humanoid. - The robot can be customized to be male or female. - Soft 3D lattice structures and soft skin are used for human-like body curves. - The 5' 7" robot has human-like spine movement. - Next-gen hands use tiny harmonic joints to achieve 22 Degrees of Freedom. - IRON uses a solid-state battery that is 30% lighter with 30% more capacity. - He Xiaopeng says they're holding off on household deployment for longer term because the AI needed for it "is very difficult based on the current technology." - They'll start with commercial use, like robots introducing cars to customers at XPENG stores. - It is in the R&D stage but will go into mass production in April 2026.

The Humanoid Hub

73,719 次观看 • 9 个月前

There is not a single door of any car in the world that can open itself without hitting the car next to it in a tight space like this. Tesla strives to be the BEST across every aspect of a car, and thus the Model X has the best door of any door. 🚪⚡️ Elon Musk $TSLA

There is not a single door of any car in the world that can open itself without hitting the car next to it in a tight space like this. Tesla strives to be the BEST across every aspect of a car, and thus the Model X has the best door of any door. 🚪⚡️ Elon Musk $TSLA

Teslaconomics

5,059,964 次观看 • 3 年前

Elon Musk says Unsupervised FSD has been solved. “Tesla Robotaxis will be operating in Austin without anyone in the passenger seat in about three weeks.” He says Tesla will be releasing a larger model size in January or February, that will include chain of thought reasoning.

Elon Musk says Unsupervised FSD has been solved. “Tesla Robotaxis will be operating in Austin without anyone in the passenger seat in about three weeks.” He says Tesla will be releasing a larger model size in January or February, that will include chain of thought reasoning.

Nic Cruz Patane

281,138 次观看 • 8 个月前

Elon Musk has really been open to the idea of a three-row Tesla SUV lately. The Model Y L would sell like hotcakes in the US, in my opinion.

Elon Musk has really been open to the idea of a three-row Tesla SUV lately. The Model Y L would sell like hotcakes in the US, in my opinion.

Nic Cruz Patane

283,680 次观看 • 4 个月前

NEWS: The Tesla Model Y was the best selling vehicle overall in California in 2022, surpassing the Toyota Camry. Tesla has also moved up to #2 in brand popularity. 1 out of every 10 vehicles sold in CA is now a Tesla. Model 3 was the 2nd best selling vehicle in CA. Elon Musk

Sawyer Merritt

5,086,756 次观看 • 3 年前

Elon Musk says BYD is about to match Tesla's quarterly sales. Tesla had been the world's largest EV maker for a decade. Cybertruck. Model Y. Model 3. Millions of cars shipped, every product line profitable. "BYD is reaching Tesla production or sales in quantity." Then Musk explained why BYD was the leading edge of a bigger wave. "There's going to be a massive flood of Chinese vehicles and basically most manufactured things." Musk named the wave: **the Chinese flood**. Musk, who had toured BYD's factories and seen their cost curves up close, knew the math wasn't theoretical. A flood of Chinese vehicles meant BYD, Geely, Nio, Xpeng, Li Auto, Zeekr, and a dozen more companies each shipping a million-plus units a year into export markets at price points Western manufacturers could not match without losing money on every car. BYD. Geely. Nio. Xpeng. Li Auto. Each one growing 30 to 50 percent year over year. Every shipping at a price point Detroit could not survive. After Musk drew the curve, every global automaker's 2030 forecast became a question of survival, not market share. Musk, on what scaling really meant: "China is extremely competitive in manufacturing." Which player in your industry is one quarter from making you the second-largest? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, GeniusThinking is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast

Elon Musk says BYD is about to match Tesla's quarterly sales. Tesla had been the world's largest EV maker for a decade. Cybertruck. Model Y. Model 3. Millions of cars shipped, every product line profitable. "BYD is reaching Tesla production or sales in quantity." Then Musk explained why BYD was the leading edge of a bigger wave. "There's going to be a massive flood of Chinese vehicles and basically most manufactured things." Musk named the wave: the Chinese flood. Musk, who had toured BYD's factories and seen their cost curves up close, knew the math wasn't theoretical. A flood of Chinese vehicles meant BYD, Geely, Nio, Xpeng, Li Auto, Zeekr, and a dozen more companies each shipping a million-plus units a year into export markets at price points Western manufacturers could not match without losing money on every car. BYD. Geely. Nio. Xpeng. Li Auto. Each one growing 30 to 50 percent year over year. Every shipping at a price point Detroit could not survive. After Musk drew the curve, every global automaker's 2030 forecast became a question of survival, not market share. Musk, on what scaling really meant: "China is extremely competitive in manufacturing." Which player in your industry is one quarter from making you the second-largest? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, GeniusThinking is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast

GeniusThinking

98,324 次观看 • 2 个月前

🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI. Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA

🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI. Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA

Herbert Ong

31,355 次观看 • 3 个月前

Finally, the Tesla Model Q is revealed. I checked video evidence from Met God in the Wilderness drone footage. I used AI to analyze it. It is a compact Model Y and probably costs $35000 in the USA before incentives and $25,000 in China. $TSLA See the evidence and the analysis. Randy Kirk AleXandra Merz 🇺🇲 Herbert Ong FutureAzA Warren Redlich - Chasing Dreams 🇺🇸 Sawyer Merritt

Finally, the Tesla Model Q is revealed. I checked video evidence from Met God in the Wilderness drone footage. I used AI to analyze it. It is a compact Model Y and probably costs $35000 in the USA before incentives and $25,000 in China. $TSLA See the evidence and the analysis. Randy Kirk AleXandra Merz 🇺🇲 Herbert Ong FutureAzA Warren Redlich - Chasing Dreams 🇺🇸 Sawyer Merritt

nextbigfuture

357,742 次观看 • 1 年前

The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead. Like dead, dead. I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14. Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying. You can watch the full 40-minute drive on Electrek.co

The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead. Like dead, dead. I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14. Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying. You can watch the full 40-minute drive on Electrek.co

Fred Lambert

2,142,592 次观看 • 3 个月前

BREAKING: Model Y owner in China was recently involved in a horrific head-on collision caused by a DUI driver. The violent impact immediately triggered the airbags, protecting him from serious injury. Though shaking and trembling, he was able to walk out of the vehicle unharmed. Tragically, the DUI driver died as a result of the crash. Tesla vehicles consistently score top safety ratings, and accidents like this underscore why. A traffic police officer at the scene commented that the Tesla was a well-built vehicle and credited it with saving the owner’s life. The Model Y owner later shared a new revelation: the only true luxury about any vehicle is safety—everything else is secondary. With his vehicle totaled, he has already placed an order for another Model Y Long Range.

BREAKING: Model Y owner in China was recently involved in a horrific head-on collision caused by a DUI driver. The violent impact immediately triggered the airbags, protecting him from serious injury. Though shaking and trembling, he was able to walk out of the vehicle unharmed. Tragically, the DUI driver died as a result of the crash. Tesla vehicles consistently score top safety ratings, and accidents like this underscore why. A traffic police officer at the scene commented that the Tesla was a well-built vehicle and credited it with saving the owner’s life. The Model Y owner later shared a new revelation: the only true luxury about any vehicle is safety—everything else is secondary. With his vehicle totaled, he has already placed an order for another Model Y Long Range.

Ray

101,039 次观看 • 7 个月前

Xiaomi delivered 550,000 vehicles in 20 months. And every single one uses Gigacasting. In 2020, Tesla pioneered Gigacasting. By 2024, Xiaomi was already in mass production - with self-developed alloys and now has 6 machines running at full capacity. But Xiaomi isn't alone. Here's what my database shows: → Xpeng launched 4 new Gigacast models in just 2 years → Seres (AITO) uses Gigacasting on ICE vehicles - not just EVs → Tesla still leads in process reduction, but Chinese OEMs are catching up fast I've built a side-by-side comparison of Tesla vs. three Chinese OEMs: Xpeng, Xiaomi, and Seres. It covers: - When each started Gigacasting and how they scaled - Machine sizes, suppliers, and production volumes - Design philosophy: why the castings are the way they are - Vertical integration vs. outsourcing tradeoffs This is the data behind the headlines. Want the Tesla vs China Gigacasting Comparison? 1. Connect with me 2. Comment "GIGA" below I'll send you the report. PS - Repost for priority access.

Xiaomi delivered 550,000 vehicles in 20 months. And every single one uses Gigacasting. In 2020, Tesla pioneered Gigacasting. By 2024, Xiaomi was already in mass production - with self-developed alloys and now has 6 machines running at full capacity. But Xiaomi isn't alone. Here's what my database shows: → Xpeng launched 4 new Gigacast models in just 2 years → Seres (AITO) uses Gigacasting on ICE vehicles - not just EVs → Tesla still leads in process reduction, but Chinese OEMs are catching up fast I've built a side-by-side comparison of Tesla vs. three Chinese OEMs: Xpeng, Xiaomi, and Seres. It covers: - When each started Gigacasting and how they scaled - Machine sizes, suppliers, and production volumes - Design philosophy: why the castings are the way they are - Vertical integration vs. outsourcing tradeoffs This is the data behind the headlines. Want the Tesla vs China Gigacasting Comparison? 1. Connect with me 2. Comment "GIGA" below I'll send you the report. PS - Repost for priority access.

Luca Greco

36,541 次观看 • 6 个月前