The rise of internet entrepreneurship has cast a long shadow over the automotive industry. Over the past two years, He Xiaopeng has consistently pushed for the entire sector to move beyond the "PPT car" phase. On October 12, the Xiaopeng Automobile production line officially went live, marking a significant milestone as it became the first electric vehicle from the Chinese internet-driven automotive sector to receive official approval from the Ministry of Industry and Information Technology for production and sales.
In the past, internet companies were often mocked for creating "PPT cars"—conceptual ideas that never left the drawing board. With Xiaopeng's first production model rolling off the line, the internet builders have finally stepped out of the shadows of virtual prototypes and into the real world. This achievement marks the official entry of China’s new internet-based automotive forces onto the main stage of the industry.
This breakthrough from 0 to 1 is a small step in the traditional auto industry but a major leap for the new internet entrepreneurs. Previously, Chinese internet firms had only managed to create theoretical models, but now, the concept has become a tangible product that people can see and touch.
To understand why this is such a big deal, consider the story of Apple’s first iPhone. When it was released a decade ago, many doubted its potential, calling it “SOSO†(a term used to describe something unimpressive). At the time, Nokia, the dominant player in mobile phones, underestimated Apple, believing it didn’t understand the phone business. But what followed was a revolution—Apple introduced a new operating system, created an ecosystem, and eventually replaced dozens of standalone devices with one powerful device.
If there had been no iPhone back then, we wouldn't be where we are today. Similarly, the first electric car from a Chinese internet company represents a similar turning point. It may not be perfect yet, but it’s the beginning of a new era where the internet starts to reshape the automotive landscape.
Some might ask, "Will you buy this car?" There's doubt in their tone. I might not buy it right away, as the first generation could still be imperfect. But this is just the start of the internet's influence on the automotive industry. Who knows what changes will come in the next decade or two?
This step wasn't easy. Even Tesla took over a decade to build up its capabilities. For internet companies, creating a car that can be mass-produced and sold is extremely challenging. He Xiaopeng outlined three key hurdles: passing rigorous testing, building a functional supply chain, and ensuring smooth delivery to customers.
Xiaopeng Motors managed to achieve this quickly due to several factors. First, China’s mature automotive industry provides strong support with established suppliers. Second, pioneers like Tesla have paved the way, making it easier for new entrants. Third, He Xiaopeng’s team has a track record of getting things done. Finally, he believes they’ve been lucky to avoid some of the pitfalls others faced.
While Xiaopeng is leading the charge, other internet-based car companies are also trying to make their mark. However, only Xiaopeng has achieved a production model so far. The road ahead remains difficult, with many challenges to overcome.
Despite these hurdles, He Xiaopeng remains optimistic. He believes the core of the internet lies in rapid iteration and ultimate user experience. His first-gen cars are aimed at tech enthusiasts who are more tolerant of early-stage imperfections. These users will help refine the product, leading to better iterations and improved experiences.
Looking ahead, the second-generation car will target a broader audience. The future of internet electric vehicles isn't just about technology—it's about redefining how we interact with cars. He Xiaopeng envisions a future where cars become more than just transportation; they become smart, connected, and integrated into our daily lives.
The industry currently views internet electric cars as a mix of 60% car, 30% electric, and 10% internet. But He Xiaopeng believes the future will flip this ratio, with 60% being internet, 30% electric, and 10% traditional car. This shift reflects a deeper transformation in how we think about mobility.
As the industry evolves, the challenges remain significant. From managing large teams to ensuring supply chain efficiency, every detail matters. But for He Xiaopeng, the vision is clear: to create a new kind of car that blends the best of the internet, electric technology, and automotive engineering.
With each step forward, the dream of a fully connected, intelligent, and sustainable future becomes closer to reality. And while the journey is just beginning, the impact of internet-driven innovation on the automotive industry is already undeniable.
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