According to Sawyer Merritt, Morgan Stanley's Adam Jonas emphasized in a new note that the upcoming Tesla shareholder vote on xAI investment is critical, as many investors may not fully appreciate the strategic importance of xAI to Tesla and the broader Muskonomy. Jonas highlighted that Tesla's financial and strategic collaboration with xAI is fundamental for Tesla's long-term success, driven by synergistic integration of data, software, hardware, and manufacturing. This partnership is expected to play a key role in advancing Tesla's physical AI and autonomy initiatives, creating significant opportunities for AI-driven innovation and operational efficiency in the automotive and robotics sectors (Source: Sawyer Merritt, Twitter, Nov 10, 2025).

According to @XPengMotors, XPENG AI Day 2025 will unveil a new chapter in Physical AI, highlighting how artificial intelligence is transcending traditional boundaries and enabling real-world creative applications. The event focuses on advancements in Physical AI that integrate robotics and smart technologies to enhance autonomous driving, intelligent mobility, and in-car experiences. This initiative signals significant business opportunities for companies developing AI-powered robotics, sensor integration, and smart vehicle platforms, as XPENG invests in next-generation AI solutions aimed at reshaping the automotive industry (source: XPengMotors, Nov 5, 2025).

According to XPENG (@XPengMotors), the company is unveiling a new chapter in Physical AI at XPENG AI Day, highlighting how artificial intelligence is now transcending traditional boundaries and enabling creativity to manifest in physical forms. This event demonstrates the tangible integration of AI technologies into robotics and smart mobility, positioning XPENG as a leader in leveraging AI-driven innovations for next-generation vehicles and autonomous systems. The business impact includes accelerated development of intelligent manufacturing processes, enhanced user experiences through AI-powered features, and expansion into the smart robotics sector, offering significant market opportunities for AI application in automotive and beyond (Source: XPENG @XPengMotors, Nov 5, 2025, x.com/i/broadcasts/1vAGRQXgyvvKl).

According to XPENG (@XPengMotors), the company has introduced its VLA (Vision Language Action) Large Model during XPENG AI Day, positioning it as the foundational technology for physical AI in the mobility industry. This AI model integrates computer vision, natural language processing, and action planning to enable advanced autonomous driving and smart mobility solutions. The VLA model aims to disrupt traditional transportation by enabling vehicles to interpret complex environments, understand human instructions, and execute tasks autonomously. Industry analysts note that this approach opens significant business opportunities for smart mobility, autonomous vehicle operations, and AI-powered transportation services, especially as XPENG continues to expand its AI capabilities in global markets (source: @XPengMotors, 2025-11-05).