The fact that Xiaomi actually shipped Su7 while Apple spent $10B on a "ghost"
I’ve been looking into the Xiaomi vs. Apple EV saga and it’s honestly wild. Apple spent a decade and enough money to buy a small country, only to scrap Project Titan. Meanwhile, Lei Jun basically did it in 3 years.
Did a youtube video with more details here: https://youtu.be/ecf8UfNOstU?si=_wtLHD5VOqHVrtXl
A few things that stand out to me:
First, the "perfectionism trap." Apple was so obsessed with Level 5 autonomous driving (no steering wheel, really?) that they forgot they actually needed to build a car first. Xiaomi just "respected the industry" (as Lei Jun put it) and built a legit Porsche/Tesla rival with L2+ tech that people can actually buy today.
Also, the irony is insane—Xiaomi is using the same supply chain (Luxshare, etc.) that Apple spent years building for the iPhone to now beat Apple at cars. Apple tried to treat car makers like Foxconn, and obviously, Hyundai/Nissan weren't having it.
Then there’s "Founder Mode." You have Lei Jun personally test-driving 170+ cars and logging 5,000km, while Apple had a revolving door of managers and indecisiveness from the top.
Su7 was a pretty big launch in China, will it be successful globally? Curious what you guys think.
Posted Feb 11, 2026, 10:21 PM UTC