On December 17, He Xiaopeng, Chairman of Xpeng Motors, shared his deep insights after visiting the U.S. through his social media. After exchanging ideas with nearly 30 AI experts in Silicon Valley, He pointed out that the current AI field is not experiencing a bubble, and the industry is still in the initial stage of development from 0 to 0.1.

He emphasized that although digital AI fields such as OpenAI are actively advancing their business applications, the most significant transformation in the next three years is likely to occur in the physical AI field. He predicts that autonomous driving will directly jump to quasi-L4 or full L4 levels, and human-like robots will also achieve a rapid performance leap from L1 to early L4 stages.

In the robotics sector, he has keenly noticed the differences between China and the U.S.: Chinese companies mostly start with joints and control, while American companies tend to focus on models. He believes that humanoid robots will be the ultimate competition among giants, but specialized robots in different fields still offer many opportunities for success for numerous players.

Regarding the arrival of AGI (Artificial General Intelligence), He takes a rational approach. He believes that current AI is mainly in the stage of "imitation learning + reinforcement learning." Although it has demonstrated emergent capabilities surpassing humans in areas like autonomous driving, this is not true creativity. True AGI still needs deep understanding abilities from multi-modal to world models, continuous learning capabilities, and long-term planning insights. These core capabilities may still take several years to mature.

Regarding the comparison between the U.S. and Chinese markets, he pointed out that AI startup valuations in the U.S. are generally higher and more focused on cutting-edge research, while Chinese company valuations are relatively reasonable and more focused on market applications. He concluded that although the development of physical AI may be slower than in the digital world, its impact on human life will be much greater.