Li Auto’s Zhan Kun Admits No Chinese Autonomous Driving System Matches Tesla FSD, Vows to Close Gap
English summary
At Li Auto’s Livis Day on June 15, 2026, base model head Zhan Kun stated that except for Tesla FSD, no domestic smart driving system is in the first tier. He personally tested Tesla’s FSD V14.3 in Silicon Valley in May 2026 and confirmed a significant technological lead. Li Auto announced its roadmap: the vision-language-action model ‘Mach VLA’ will receive a major update in Q3 2026, and by Q4 its full-scenario driving capability will align with Tesla FSD V14. The Li L9 Livis already runs Mach VLA 2.1 on the in-house Mach M100 chip (5nm, 1280 TOPS per chip). Xpeng also targets FSD V14.2 level by August 2026.
Chinese summary
2026年6月15日理想汽车Livis Day上，基座模型负责人詹锟表示，除特斯拉FSD外，国内暂无智驾系统进入第一梯队。他于2026年5月赴硅谷深度体验特斯拉FSD V14.3，证实其技术优势。理想公布路线图：自研的视觉-语言-行动大模型‘马赫VLA’将在第三季度推送新版本，第四季度全场景能力对齐特斯拉FSD V14。理想L9 Livis已搭载马赫VLA 2.1，采用自研马赫M100芯片（5nm，单芯1280 TOPS）。小鹏汽车也提出2026年8月达到FSD V14.2水平的目标。
Key points
Li Auto’s Zhan Kun declared that apart from Tesla FSD, no Chinese autonomous driving system qualifies as first-tier, based on his own testing of FSD V14.3.
理想汽车詹锟称，除特斯拉FSD外，国内智驾系统均未达到第一梯队，他本人实测了FSD V14.3。
Li Auto’s Mach VLA model will receive an update in Q3 2026, and by Q4 2026 its full-scenario capability will match Tesla FSD V14.
理想自研的‘马赫VLA’模型将在2026年第三季度推送新版本，第四季度全场景能力对齐特斯拉FSD V14。
The Li L9 Livis already features Mach VLA 2.1 and the proprietary Mach M100 chip with 1280 TOPS per chip (5nm).
理想L9 Livis已搭载马赫VLA 2.1系统及自研马赫M100芯片（5nm，单芯1280 TOPS）。
Xpeng Motors similarly aims to reach Tesla FSD V14.2 performance by August 2026, intensifying the competitive landscape.
小鹏汽车也计划在2026年8月达到特斯拉FSD V14.2的水平，加剧竞争。