Why buy DiDi?
$XPeng(XPEV.US$ Buying DiDi’s loss making EV business seems strange at first. Read deeper and realized it’s a strategic move. The value lies in the partnership, 5yrs. Xpeng will mass produce ADAS EV at RMB150K for a lower market segment. How to do it? Reduce Orin Chip price, Wu Xinzhou just moved to NVDA and SEPA 2.0 platform. End goal, robotaxi for DiDi. If XPENG can have HD mapless XNGP in 100 cities, the pot of gold is there. Supplying AD EV for DiDi, worth more than VW. Need to wait for XNGP to roll out to at least 50 cities. let’s watch the milestones
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MonkeyGee : A value added assessment not like the cut and paste guy we all know.
TWeiTOP MonkeyGee: Thanks
TWeiTOP : Corroborated by Wu Xin Zhou, ex-XPeng ADAS Chief. The near term goal is to lead for volume at RMB150K Smart Ezv. End goal is robotaxi with DiDi.
MonkeyGee TWeiTOP: I can see all the great moves Xpeng is making. just hope no one buys them out