On December 30th, He Xiaopeng, Chairman of XPENG Motors, took to Weibo to recount his recent test - drive experience of Tesla's FSD V14.2 in the United States. He remarked that while the FSD was merely considered a "fairly competent L2 - level assisted driving system" in 2024, the latest iteration has now illuminated the path to L4 autonomous driving for him. He specifically pointed out that both Tesla's mass - produced vehicles and its pilot Robotaxi models rely on the same autonomous driving software. This trend resonates with the insights XPENG acquired during its transition to VLA2.0.

He Xiaopeng made a bold prediction, stating that by 2026, China and the United States will witness the dawn of the next generation of truly fully autonomous driving. This leap will bypass the L3 phase entirely, moving directly from L2 to L4. At that juncture, XPENG's Ultra version is poised to deliver a fully - fledged next - generation autonomous driving experience. Moreover, it will employ the same model to facilitate Robotaxi operations.