Xin Lang Cai Jing·2025-12-12 14:19Core Viewpoint - He Xiaopeng, CEO of XPeng Motors, has placed pressure on the autonomous driving team by betting that the second-generation VLA will match Tesla's FSD V14.2 capabilities by August 30, 2026, or face a humorous consequence for the team leader [2][3][21]. Group 1: Autonomous Driving Development - XPeng Motors plans to officially release the second-generation VLA in the first quarter of 2026, with a full rollout to Ultra models [5][23]. - He Xiaopeng expressed confidence that the second-generation VLA could potentially reach L4 capabilities, and possibly L5 with additional time [6][24]. - The VLA concept integrates visual, language, and action capabilities, aiming for a seamless execution of tasks without breaking them into steps [8][26]. Group 2: Technological Advancements - The second-generation VLA has been trained using nearly 100 million video clips, equating to the driving experience of a human driver over 65,000 years [8][26]. - XPeng's self-developed Turing AI chip has a computing power of 750 TOPS per chip, totaling 2250 TOPS for the vehicle, significantly surpassing the industry standard [11][29]. - The model utilizes a cloud computing cluster with 30,000 cards and plans to expand to 50,000 cards, ensuring ample computational resources for development [8][26]. Group 3: Competitive Landscape - Tesla's FSD has a significant advantage with over 600,000 test vehicles generating 1.6 billion frames of image data daily, accumulating over 9.6 billion kilometers of driving distance [14][32]. - In practical tests, Tesla's FSD V13.2.9 required 5 interventions over a 20-kilometer complex route, while XPeng's second-generation VLA only needed 1 [16][33]. - The latest FSD V14.2 has improved system performance and addressed over 95% of hesitation and abnormal braking issues from the previous version, enhancing the driving experience [17][34].