The Chinese EV company betting big on robots

小鹏押注人形机器人

Drum Tower

2026-05-05

32 分钟
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Chinese tech firm Xpeng is known for its high-tech EVs. Now its CEO He Xiaopeng is betting it all on “physical AI”—from humanoid robots to robotaxis and flying cars. Will his gamble pay off? Guests and hosts: He Xiaopeng, CEO of XpengSarah Wu, co-host of “Drum Tower”Jeremy Page, co-host of “Drum Tower”   Topics: He XiaopengPhysical AI China's tech industry   Join us for a live recording of Drum Tower at The Asia Society in New York City on 8th May 2026. Ticket information here. Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.  For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
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  • The Economist.

  • A few weeks ago, I was in Guangzhou at the headquarters of Xpeng,

  • an EV maker with ambitions to dominate the next frontiers of China tech.

  • Designed to look like an airport terminal, it was teeming with visitors

  • who wanted to see the high-tech EVs that made the company's name,

  • and the prototype flying cars that were among the first to appear in China's low-altitude economy.

  • But the real star of the show was Xpeng's humanoid robots.

  • Iron, as their latest model is known, is disconcertingly lifelike,

  • with a synthetic skin stretched across lattice muscles that feel soft to the touch.

  • You might have seen videos of it walking down a catwalk in such a natural way

  • that online commentators questioned if it was really just a person in a suit.

  • As competitors in the cutthroat world of Chinese EV industry are slashing prices

  • and slimming margins to stay afloat, Xpeng's co-founder, He Xiaopeng, has taken a gamble,

  • investing heavily in what he calls physical AI.

  • In other words, AI-enabled robots, self-driving vehicles, and flying cars.

  • And now he's hoping that bet will give his company the edge in China's fiercely competitive tech industry.

  • The real future is the kind of robot we've always imagined,

  • one that can do the laundry, cook, and prepare meals for me at home.

  • I'm Sarah Wu, the Economist's China correspondent based in Beijing.

  • And I'm Jeremy Page, the Economist's chief China correspondent based in Taipei.