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These EV makers might have some magic sauce that enables China's technology to go global. and not anyone else could duplicate in the next fifteen years.
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China won't just stop with Li Auto, Xpeng, BYD, Saic Motor and Nio - it will become the leader in EV vehicles.Ĭhina will invest in robotics and AI at a scale the U.S. FSD, when actually? While Lucid and Rivian are impressive startups, there's a high probability at least one of them fails as it's notoriously difficult and expensive to becoming an automobile manufacturing company from scratch. What glorious future in China could Tesla possibly have? So much is misunderstood about Tesla in that rather unusual future of the company and the intersection of autonomous and electric vehicles.
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Toyota being slow out of the gate in EVs, is a disaster for them, while VM is looking particularly good in the pivot. With Tesla also being an energy company of sorts, I sort of agree with his assessment. The XPeng founder predicts that all automakers will become both car makers and robotics companies, a process He says could take 10 to 30 years. Here I expect Baidu and others to do quite well.
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China will also compete with Apple in the smart software of the future of cars. The smart pony, Little White Dragon, is equipped with power modules, motion control, intelligent navigation and intelligent emotional interaction capabilities. Xpeng's robot dog is branded as a Pony in China and a Unicorn in the West, it's hilarious. WeRide will work with Chinese automobile manufacturer Jiangling Motors (JMC) and Chinese express delivery company ZTO Express to commercialize its first self-driving van at scale. Chinese autonomous driving company WeRide has unveiled its first cargo van, the vessel upon which it will self-drive into the world of urban logistics. That's the thing about China, for every one or two American startups in a field, China has five or six.įor every Rivian, there is a WeRide. Unless you like stocks like I do, you may have never even heard of them. Xpeng is a Guangzhou, China-based company is also exploring areas including robotics and flying cars, which could play a role in its longer-term goals. It will surprise quite a few people and analysts alike. While Nio is innovative, it's not nearly as well funded as Xpeng and doesn't have the innovation centric mindset to the same extent. It's Unicorn (dog) robot, is a case in point.Īs Tesla must battle Rivian, Lucid Motors, GM, VW and others, Xpeng not Nio, is the real "Tesla" of China. The X2, XPeng’s second flying car prototype and first that’s able to carry a passenger, was unveiled in July. While Elon Musk has some bragging rights, China's push in innovation is significantly more impressive.Ĭhinese electric carmaker XPeng is exploring areas including robotics and flying cars, which could play a role in its longer-term goals. While Tesla has a lot of hype, Alibaba backed Xpeng understands the exponential element of the future of cars possibly even better than Tesla. Currently as automobile companies pivot to EV, they will realize they need to be technology, smart manufacturing, AI and robotics companies as well, in order to be viable. China will win the race to robotics, consumer robots and flying cars, that's my prediction for the 2030s.