XPeng robotics as a future high-margin business
XPeng's co-founder argued the company's robotics unit will eventually have margins that eclipse its core automotive business, citing higher hardware margins and future AI software revenue.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.