“如果我想远远甩开当前的对手，这一代智驾该怎么做？” "If I want to leave my current competitors far behind, what should we do with this generation of smart driving?"
两年前，在硅谷小鹏办公室，何小鹏向刘先明提出了这个最关键的问题。 Two years ago, in Xpeng's Silicon Valley office, He Xiaopeng posed this critical question to Liu Xianming.
刘先明的回答只有一句话：“拆掉语言的VLA。” Liu Xianming's answer was just one sentence: "Tear down the 'Language' in VLA."
这不像是一场面试，而是两个人在商量一场针对“过去功劳簿”的革命。 It didn't feel like an interview; it felt like two people plotting a revolution against their past achievements.
1. 三次换帅：对抗组织惯性
1. Three Leadership Changes: Fighting Organizational Inertia
真正的智驾战争不是技术代差，而是对抗组织惯性。 The real smart driving war is not about technical generational gaps, but about fighting organizational inertia.
吴新宙建了一座城，在规则时代将数据闭环做到了极致。 Wu Xinzhou built the city, pushing the data closed-loop to its limit during the era of rule-based systems.
李力云守了一座城，完成了从规则时代向端到端的量产转型。 Li Liyun guarded the city, completing the mass-production transition from rules to end-to-end models.
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但当华为、理想火速超车时，小鹏需要的是“拆城”的底气。 But as Huawei and Li Auto rapidly overtook them, Xpeng needed the courage to "tear down the city."
如果不拆掉旧楼，新楼就没地方拔地而起。 If the old buildings aren't demolished, there's no space for the new ones to rise.
2. 拆掉那堵墙：VLA 2.0 的直觉驾驶
2. Tearing Down the Wall: The Intuitive Driving of VLA 2.0
刘先明主导的变革，核心是拆掉了视觉、语言到动作之间的“转译墙”。 The core of the transformation led by Liu Xianming was removing the "translation wall" between vision, language, and action.
在传统VLA中，传感器数据要先翻译成语言符号，这会导致物理世界信息的严重损耗。 In traditional VLA, sensor data must first be translated into language symbols, causing significant loss of physical world information.
VLA 2.0 则是将视觉与语言直接输入，通过多模态模型直出动作。 VLA 2.0 inputs vision and language directly, outputting actions through a multi-modal model.
这种模式让智驾从“逻辑推理”进化到了“物理直觉”。 This model evolved smart driving from "logical reasoning" to "physical intuition."
小鹏智驾因此具备了“涌现能力”，比如在不依赖导航的情况下实现园区漫游。 As a result, Xpeng’s smart driving gained "emergent abilities," such as navigating campuses without relying on navigation commands.
3. 硅谷火种：不熄灭的技术源头
3. The Silicon Valley Spark: An Unextinguished Technical Source
何小鹏坚持保留的美国研发中心，在这场变革中起到了关键作用。 The U.S. R&D center, which He Xiaopeng insisted on maintaining, played a pivotal role in this transformation.
这不仅仅是一个办公室，更是保存全球领先技术火种的“蓄水池”。 It is not just an office, but a "reservoir" that preserves the sparks of world-leading technology.
刘先明带来的局外人视角，让他敢于在内部拍桌子拆掉旧规则。 The outsider perspective Liu Xianming brought gave him the courage to challenge internal norms and scrap old rules.
他把模型看作机器，数据看作燃料，燃料必须无障碍流动。 He views the model as a machine and data as fuel; the fuel must flow without obstruction.
4. 智驾的终局：敢于干掉自己
4. The End Game: Daring to Eliminate One’s Self
2025年，小鹏第二代VLA通过实测展现出了超越对手的潜力。 In 2025, Xpeng's second-generation VLA demonstrated the potential to surpass competitors through real-world testing.
但这仅仅是个开始，真正的真理只有一条：敢于自我革命。 But this is only the beginning; there is only one ultimate truth: daring to undergo self-revolution.
正如刘先明所说，完成使命的感觉，就是“自己把自己干掉了”。 As Liu Xianming said, the feeling of completing a mission is the sensation of "eliminating one's former self."
在接下来的L4级竞争中，只有能持续进化的组织才能生存。 In the upcoming L4 competition, only organizations capable of continuous evolution will survive.
吃老本的玩家，终将被这个时代加速淘汰。 Players who rest on their laurels will eventually be phased out faster by this era.
💬 深度互动 | Deep Discussion
智驾下半场，谁能笑到最后？Who will laugh last in the smart driving endgame?
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