He Xiaopeng: Full Autonomous Driving Arrives in 2026; Xpeng and Tesla to Compete Head-to-Head in Europe

Dec 31, 2025
fsd

    [Autohome News] Recently, He Xiaopeng posted a video on social media showing his four-hour test drive of Tesla’s FSD V14.2 in the U.S. His one-sentence evaluation of Tesla was: “If FSD was merely ‘good L2 driver assistance’ in 2024, the latest version has now shown me that L4 autonomous driving is just around the corner.”

    He Xiaopeng stated that in 2026, whether in the United States or China, the next generation of true fully autonomous driving will truly arrive, jumping directly from L2 to L4 (L3 has been skipped). This means that Xpeng’s Ultra version will achieve completely next-generation autonomous driving, using the same set of models to realize Robotaxi capabilities. Soon, everyone will see that the upper limit of end-to-end small models is L2. City NOA will soon become akin to current automatic parking—a standard feature for smart cars—while the premium feature will be fully autonomous driving.

    In China’s road interaction environment, which is several times more complex than that of the U.S., VLA 2.0 performs confidently, smoothly, and silkily when turning, maintaining lanes, switching lanes, and negotiating traffic, giving the driver a strong sense of security. I believe that this “sense of peace of mind” is one of the core traits in the transition of intelligent driving from L2 to L4. Whether it is FSD V14 or VLA 2.0, I felt this point—daring to let go of hands and feet.

    What also makes me very happy is that our VLA is evolving at a super-high speed; I feel that the progress made in one month now equals what used to take a year. Our VLA 2.0 will begin rolling out after a period of time. In addition to the Chinese market, I also look forward to the end of 2026, when our and Tesla’s “full-strength” systems can compete more comprehensively in the European market. (Compiled/Autohome Qin Chao)

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