At Tesla's Q3 earnings call, Elon Musk said Robotaxi would become a significant revenue source in 2027, with contributions emerging from Q2, and Optimus humanoid robots would start delivering to external companies by the end of 2027, citing AI architecture as the current bottleneck.
XPeng's Robotaxi has officially adopted the Chinese name 'Xiaopeng Youyou' and English name 'XPENG YOYO', with a ride-hailing mini program launched simultaneously. The service will gradually open to the public, marking a new phase of user operations and commercialization exploration.