何小鹏：未来3年，物理AI领域产生的变局或大于数字世界

Core Insights - The CEO of XPeng Motors, He Xiaopeng, shared insights on the AI industry after discussions with nearly thirty AI professionals in the U.S. [1][7] Group 1: U.S. Entrepreneurship and Robotics - The U.S. has a high concentration of startups in AI, biotechnology, and finance, particularly in SaaS and physical AI robotics, with notably high valuations [3][8] - U.S. robotics companies often focus on models, while Chinese companies tend to start from joints and control systems [3][8] - Human-like robots are expected to become a competitive field among major players, while specialized robots will see numerous successful entrants across various sectors [3][8] Group 2: Physical AI - He Xiaopeng emphasized that breakthroughs in physical AI, such as autonomous driving reaching Level 4 capabilities and human-like robots advancing from Level 1 to Level 4, are anticipated within the next three years [4][9] - The development of physical AI may be slower than digital AI but is expected to have a more significant impact on daily life [4][9] Group 3: AI Market Dynamics - He Xiaopeng noted that every technological era experiences phases of bubbles, which is a natural competitive process leading to market order [4][9] - Currently, there is no AI bubble; the market is still in its early stages, with significant opportunities ahead [4][9] Group 4: Arrival of AGI - Today's AI primarily relies on imitation learning and reinforcement learning, which allows for rapid improvement in tasks like driving [5][11] - True AGI requires advancements in capabilities such as multi-modal learning and long-term planning, which are still years away from realization [6][11]