Michael Hmitsui
98 posts

Michael Hmitsui
@Michael_Hmitsui
EV investor, EV researcher, focusing on embodied intelligence, flying cars, self-driving.
Los Angeles, CA Katılım Nisan 2026
121 Takip Edilen10 Takipçiler

@ItsKimJava @Tesla @xpeng Autonomous driving is a hell of difficulty in China. The training data of FSD is not so complicated at all, and the whole process is very hesitant.
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Autonomous driving is a hell of difficulty in China. The training data of FSD is not so complicated at all, and the whole process is very hesitant.
Kim Java@ItsKimJava
@Tesla FSD vs @XPeng VLA 2.0 - dropped into China’s craziest real-world traffic. This might be the wildest autonomy test we’ve ever filmed!
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@FredLambert XPENG believes FSD is still the strongest in the world, but the catch-up speed is very fast, which is why Fred said that Tesla is dead . In terms of technical lines, XPENG has completed the release and large-scale use of the world model X-world. Tesla needs to pay attention to it
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The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead.
Like dead, dead.
I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14.
Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying.
You can watch the full 40-minute drive on @ElectrekCo
Electrek.co@ElectrekCo
Xpeng VLA 2.0 test drive: Tesla is not alone with 'Full Self-Driving' anymore electrek.co/2026/04/29/xpe… by @fredlambert
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@GregGross144 @FredLambert Same investors, same stock price down⋯⋯😭😭😭
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@FredLambert I invest in both $TSLA and $XPEV, and this is a dumb f**king take Fred. Do better. "dead, dead" 🤣
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@TeslaTrackerUS @FredLambert You should come to china,buy a XPENG P7,drive on the road,active VLA2.0,and then you will sell your Tesla,pls
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@FredLambert Capability demos are only half the race. Tesla's harder advantage is shipping one end to end stack into a far larger installed base, which turns supervised miles into training data and pushes cost per deployed car down.
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@itskyleconner The situation of Chinese roads is very complicated, and autonomous driving is hellishly difficult. Therefore, the start is not comfortable and needs to be improved, but the driving is indeed too strong and smooth.
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So the best Level 2 Point-to-Point system I’ve used is still FSD v14
However that’s not available in China (they’re stuck on v13)
XPeng VLA 2.0 is very good, even if it got off to a rocky start - it has a unique character, very smooth and slow, just meanders its way nicely through traffic.
Stay tuned for my upcoming video on Momenta (what the Germans are using) - that was a HUGE surprise!
Out of Spec Studios@Out_of_Spec
Tesla FSD Has Fierce Competition In China! My XPeng VLA 2.0 Unfiltered Drive & Experience youtu.be/HQsaVM6FOXw
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The emotional part of this XPENG feature is simple: “I can’t crash, because someone is waiting for me at home.” That’s what it made me think about.#XPENG #TESLA #EV #AUTOPILOT
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@cglezv P7 is the best car to drive in XPENG. The appearance is very similar to a vintage American muscle car. I like it very much. And the gull wing gate is really handsome!
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@ray4tesla Except for Huawei. But I prefer carplay😏. It's too stingy to connect Android phones to cars.😰😰😰
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I like what Tesla did for EVs. But XPENG's GX SUV with Bosch's next-gen steer-by-wire and their flying cars are now completely in the lead. 🏆#BeijingAutoShow #AutoChina2026 #XPENG #Tesla




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@itskyleconner @DrewPeterson159 Unfortunately, China's FSD is a little later than that of the United States. But you can experience "FSD" of XPENG LI NIO HUAWEI😁
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@JunjiaHuang Damn it!Crazy!It’s too much close!I can’t drive like that.
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@XPENG_Global Are you kidding me? Test autonomous driving in a place like Beijing Hutong!? 😱😱😱How can I participate in this challenge?
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@realBigBrainAI In fact, you can draw a line on the screen where there is no parking space, XPENG can also park in it. This technology is really convenient. So amazing 🤩
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