We find asymmetric growth setups before the breakout
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This is a massive step for Physical AI and $XPEV.
Xpeng just announced one of the most important robotics news this year.
The first automated production line for advanced general‑purpose humanoid robots has been finished and successfully started production.
Over 80% of production is fully automated, 85% of the supply chain overlaps with EV's.
This is extremely effective.
The timeplan is extremely ambitious:
- Production of IRON is starting right now
- Massproduction starting End of Year
- 2027: Officially sell humanoids in china and overseas
And Xpeng isn't known to miss on their targets.
Physical AI is coming a lot faster than expected.