This is the story of XPeng — a company born in China’s electric vehicle revolution, driven by software ambition, tested by brutal competition, and still fighting to define what smart mobility truly means.
Founded by a software entrepreneur rather than a traditional automaker, XPeng set out to build more than electric cars. It aimed to create software-defined vehicles, autonomous driving systems, and an AI-powered mobility platform — all inside one of the most competitive EV markets in the world.
In this video, we explore:
• Why XPeng was built as a tech company, not a car company
• China’s EV strategy and how it reshaped global competition
• XPeng’s focus on software, autonomy, and AI
• The IPO boom, $50B valuation peak, and market collapse
• China’s EV price war and shrinking margins
• XPeng’s restructuring and fight for survival
• The P7, XNGP, and autonomous driving ambitions
• The Volkswagen partnership and what it really means
• Whether XPeng can scale before EVs become commoditized
XPeng is not the market leader.
It is not consistently profitable.
But it is still innovating — and still adapting.
This isn’t a story of dominance or failure.
It’s a story of reinvention under pressure.
This is the story of XPeng —
a software-first bet in a hardware-heavy world,
still driving forward in one of the toughest industries on Earth.
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💬 Comment: Can XPeng survive China’s EV price war — or become something bigger?
