I guess now a lot more people agree with what I said three months ago about XPeng humanoids.
If it enters mass production, I think XPENG IRON could become one of the strongest competitors to Tesla Optimus. XPENG’s already a top EV player in China, and they’re really good at autonomous driving too.
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I think its hard to stand out from the noise with so many good humanoid companies
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It’s actually pretty insane how many humanoid companies there are. Feels like a new one pops up every week
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the ccp is actively involved in the providing funding to these robotic and ai companies.

Nov 7, 2025 · 9:41 PM UTC

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