During Li Auto's Q3 2025 earnings call, CEO Li Xiang made a bold assertion: in the coming decade, the most valuable entities within the embodied AI realm will be cars endowed with autonomous and proactive functionalities. He underscored that the automotive sector's product categorization should transcend the conventional labels of 'electric vehicles' or 'smart terminals.' Instead, it should ascend to the status of 'embodied AI products in the physical realm,' essentially, automotive robots.
To actualize this vision, vehicles must be equipped with a comprehensive 'perception-decision-action' framework, empowering them to proactively offer full-scenario services. Li Xiang further highlighted that high-caliber embodied robots must possess evolutionary traits, with cars seamlessly integrating 'autonomous and proactive capabilities' into their everyday operations. He candidly remarked (the phrase could be rendered more naturally as "he bluntly pointed out" or "he frankly stated") that embodied AI represents the industry's most formidable yet rewarding frontier, presenting both pivotal opportunities and daunting challenges for enterprises and entrepreneurs alike.
