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Lei Jun Abandons Phones for AI Bets

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#strategy-shift#embodied-ai#r-and-dxiaomixiaomisu7lei-junoptimusxiaopeng-iron

💡Xiaomi's $280B AI pivot amid profits shows embodied strategy shift

⚡ 30-Second TL;DR

What Changed

Stops MIUI updates and SU7 gen1 production despite phone dominance

Why It Matters

Signals mature tech giants accelerating AI/embodied bets at peak stability, pressuring peers to reallocate resources. Xiaomi's IoT scale positions it strongly in robotics.

What To Do Next

Assess Xiaomi IoT APIs for embodied AI prototypes integrating physical actuation.

Who should care:Founders & Product Leaders

Key Points

  • •Stops MIUI updates and SU7 gen1 production despite phone dominance
  • •Pivots to auto/AI with 2000B RMB R&D focusing on embodied intelligence
  • •Phone growth stalls (revenue -2.8%) as new curves like auto hit 100B+
  • •Joins Tesla Optimus, XPeng Iron in humanoid robot race
🐯Read original article on 虎嗅
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