Xpeng unveils its plan to take on Tesla
- Published on 06/11/2025 15:43
- Modified on 14/11/2025 10:33
Chinese automaker Xpeng unveiled a flurry of announcements at its AI Day 2025, and some automakers may be trembling.
Far from presenting itself solely as an electric car manufacturer, Xpeng now positions itself as an artificial intelligence company, placing “Physical AI” — the concrete integration of AI into the real world — at the heart of its strategy.
The new VLA 2.0 (Vision–Implicit Token–Action) model is the cornerstone of this transformation. Unlike traditional architectures, it removes the “language” layer to react faster and more intuitively, almost like a human reflex. This advancement propels Xpeng’s Ultra driving assistance to an unprecedented level, equivalent to the latest versions of Tesla FSD, but with multi-sensor technology combining radar, Lidar and video.
Xpeng doesn’t stop there and is looking far beyond the car. The company presented three new vehicles dedicated to robotaxis, an area where it hopes to get ahead of Tesla as early as 2026. At the same time, it unveiled the new generation of its humanoid robot IRON, the result of seven years of research. Capable of walking, manipulating and interacting in real time thanks to its three Turing chips and its 22 additional degrees of freedom, IRON represents the showcase of this physical AI. Unlike Tesla and its Optimus, Xpeng does not promise immediate mass commercialization. Its robots will first be used in its own showrooms as guides or advisors.
Xpeng wants to reign on land, and in the air!
Finally, as the show’s highlight, the ARIDGE flying cars. The A868 model, a six-seat hybrid eVTOL, promises 500 km of range and a 360 km/h cruising speed, while the Land Aircraft Carrier, a modular 6×6 carrying a small aircraft, is preparing to enter pre-production with already more than 7,000 preorders.
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Xpeng has never hidden its inspiration from Tesla, but its strategy differs: more open, more cautious, and above all more realistic. Where Elon Musk piles on grandiose promises, Xiaopeng He moves step by step, preferring to prove before announcing. An anti-Tesla plan where scientific credibility replaces the cult of showmanship.
This page is translated from the original post "Xpeng dévoile son plan anti-Tesla" in French.
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