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G6, P7+, XNGP and the robotaxi roadmap — XPeng’s software-first EVs, covered.

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Renault Kills Ampere: New CEO Dismantles De Meo's EV Spinoff in Latest European Retreat
Renault

Renault Kills Ampere: New CEO Dismantles De Meo’s EV Spinoff in Latest European Retreat

Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…

Xpeng Ignites Share Surge with Affordable EV
XPeng

Xpeng’s 600,000-Vehicle Target Reveals Why Chinese EV Makers Are Fleeing the Car Business

When an automaker announces ambitious sales targets while simultaneously declaring it doesn’t want to be known as a car company, something interesting is happening. Chinese EV maker Xpeng just revealed 2026 delivery goals of 550,000 to 600,000 vehicles, representing up to 40% growth, according to Chinese tech portal 36Kr citing an internal strategy meeting. A…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Elon Musk

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech

ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

Porsche Bets On $165,000 Electric Cayenne Weeks After Declaring Luxury EV Pricing Model Broken
Porsche

Porsche Shutters China Charging Network, Dismantling the Premium Experience That Justified Its Prices

I’ve been tracking Porsche’s China collapse for months, and this move crystallizes what’s really happening. The German luxury automaker is shutting down its proprietary “Premium Charging” network across China starting March 2026, eliminating roughly 200 fast-charging stations that were supposed to differentiate the Porsche EV ownership experience from competitors. The company’s spin is predictable

Xpeng G6 Undercuts Tesla Model Y by £12,000 in UK Launch
Model Y

Xpeng G6 Undercuts Tesla Model Y by £12,000 in UK Launch

Chinese automaker Xpeng will launch its heavily-revised G6 electric SUV in the UK in early 2026, priced from £39,990. Why it matters: The refreshed G6 charges faster than any Tesla while costing up to £12,000 less than its Model Y rival. The Details Xpeng G6 Specs Tesla Model Y Comparison EVXL’s Take Xpeng’s UK pricing…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Tesla

Chinese EV Stocks Face Profit Collapse As 2026 Subsidy Cliff Looms

We’ve been warning for months that China’s EV “miracle” was built on unsustainable foundations. This week, Bloomberg delivered the receipts. Chinese EV stocks are in freefall after a brutal Q3 earnings season exposed what we’ve been documenting all year: the growth-at-all-costs era is ending, and the bill is coming due. Investors who bet on endless…

VW Opens €2.9B China Lab After German Software Division Burns €12 Billion
China

VW Opens €2.9B China Lab After German Software Division Burns €12 Billion

Volkswagen just admitted what we’ve been reporting for years: German engineering can’t keep up with China’s EV pace. The automaker completed its €2.5 billion ($2.9 billion) test center in Hefei on Tuesday, claiming it can now slash development costs by up to 50% while accelerating timelines by 30%. This marks the first time in Volkswagen’s…

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