Xinyu Feng's questions to WeRide (WRD) leadership • Q2 2025
Question
Xinyu Feng from UBS asked for WeRide's perspective on the competitive landscape, especially with OEMs like Tesla entering the Robotaxi space, and inquired about how the company leverages new AI models like VLM and World Models.
Answer
CEO Tony Han addressed competition by highlighting WeRide's proven ability to deliver safe and scalable public transport, citing a zero-incident safety record over 2,200 days of public operation. He pointed to the HPC 3.0 platform and deployment agility as key differentiators. Regarding AI, he mentioned WeRide's strong talent pool and its proprietary 'Genesis' simulation platform, which uses generative AI to reconstruct environments and train its models, including a unique VLM-based end-to-end system integrated into its L4 fleet.