I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs & recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine.
I choose to lean toward $XPeng Inc.(XPEV)$ for the EV-to-robotics story, while also watching BYD and the broader robotics supply chain. Ultimately, I want to see who can turn Physical AI from an exciting concept into a profitable business first.
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- MorganHope·09-10TOPBOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger1Report
- blinki·09-10TOPMy bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first1Report