XPeng CEO Plays The Anti-Tesla Card: While Optimus Is Closed, IRON Goes Open Source

Benzinga_recent_news11-18

The robot wars just acquired a software platform twist. While Tesla Inc (NASDAQ:TSLA) builds Optimus as a closed ecosystem tightly controlled from the stack to the sensors, XPeng Inc (NYSE:XPEV) is ...

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While Tesla Inc (NASDAQ:TSLA) builds Optimus as a closed ecosystem tightly controlled from the stack to the sensors, XPeng Inc (NYSE:XPEV) is ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/48924043/xpeng-ceo-plays-the-anti-tesla-card-while-optimus-is-closed-iron-goes-open-source\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1778281490.HKD","symbol_name":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/25/11/48924043/xpeng-ceo-plays-the-anti-tesla-card-while-optimus-is-closed-iron-goes-open-source","article_id":"2584569269","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/18/Robots-at-work.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/tech/25/11/48924043/xpeng-ceo-plays-the-anti-tesla-card-while-optimus-is-closed-iron-goes-open-source","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2584569269","pubTimestamp":1763477340,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"XPeng (XPEV) takes open approach with IRON (while Tesla's Optimus remains proprietary) allowing developers to train and build on it.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4574":"无人驾驶","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLL":"2倍做多TSLA ETF-Direxion","BK4543":"AI","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","XPEV":"小鹏汽车","IRON":"Disc Medicine","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC"},"translate_title":"小鹏CEO打出反特斯拉牌：Optimus关闭，IRON开源","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1.5,"EVS.SI":0.6,"TSYW.SI":0.6,"XPEV":1,"IRON":1.5,"TSLA":1.5},"content_text":"The robot wars just acquired a software platform twist. While Tesla Inc (NASDAQ:TSLA) builds Optimus as a closed ecosystem tightly controlled from the stack to the sensors, XPeng Inc (NYSE:XPEV) is steering sharply in the other direction. On its third-quarter earnings call, CEO He Xiaopeng said the company would \"open source our physical world model\" and make IRON's SDK available to global developers — a statement that positions XPeng as the Android of the humanoid era.\nThe logic is simple: humanoids will need endless real-world training, and XPeng wants partners to accelerate that process. \nAs He explained, the company intends to allow developers to \"buy our robots and train them for commercialization purposes.\" \nRead Also: Musk’s Optimus Meets Xiaopeng’s Iron In The AI Race\nThis is a direct inversion of Tesla's approach, where Optimus remains locked inside Tesla's proprietary data loops. \nXPeng's move sounds almost radical for the robotics space — a bet that openness creates scale, and scale creates dominance.\nXPeng argues that its advantage comes from cross-domain integration, saying its humanoid development is powered by \"full-stack R&D capability.\" He even described the robot's platform as benefiting from the same SoCs, data and software used in XPeng's vehicles. \nIn other words, the more XPeng cars drive, the smarter IRON gets, and the more developers build on IRON, the smarter XPeng's ecosystem becomes.\nIf Tesla is building the Apple of humanoids, XPeng wants to build the Android — open, partner-led, globally extensible. \nIf the industry evolves like smartphones did, XPeng's approach could let it scale faster than any closed system. And in He's words, the long-term prize is massive: \"the market potential for humanoid robots will exceed that of automobiles.\"\nRead Next: \nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584569269","isCrawlerRequest":true}