Abstract:
Recently, a video of TRON founder Justin Sun commenting on Xiaomi was resurfaced, sparking heated discussion.
In the video, Justin Sun expressed his personal views on the strategic layout of Xiaomi Group and its founder Lei Jun. The core point was to advise Lei Jun to "stop rolling cars and roll robots."
Sun Yuchen believed in the video that Xiaomi’s entry into the automobile manufacturing industry was a bit of an afterthought. He analyzed that Lei Jun’s early investment strategy was similar to Tencent’s, but later decided to stop building cars himself because the car’s valuation was too high.
As for the Xiaomi car itself, Justin Sun admitted that the configuration is good, but believes that the price of around 210,000 yuan is too expensive for the target group.
In contrast, Sun Yuchen is more optimistic about Xiaomi’s development potential in the field of robotics. He bluntly said that Lei Jun should focus on the robot track, believing that Xiaomi's robots and expanded model portfolio have far greater potential than its automotive business.
The reason he gave is that Xiaomi's shift from car manufacturing to the field of robotics will not only "bring those startups to tears", but may also usher in a "wow moment" like ChatGPT sooner.
Sun Yuchen suggested that Lei Jun should give priority to Xiaomi's advantages in the field of household appliances and roll out all cooking robots and household appliances first. He believes that robots are about to reach the moment of wow. He couldn't feel it before, but now artificial intelligence plus robots are too explosive.
It is worth noting that Justin Sun himself once demonstrated the Xiaomi robot dog in a high-profile manner on social media, betting heavily on Xiaomi's ecological products.
In terms of robots, Xiaomi's CyberOne humanoid robot continues to iterate, and a new generation of products will be displayed at the 2026 World Robot Conference. Xiaomi has built a robot production line in Yizhuang, Beijing, and promotes the introduction of humanoid robots into factories for practical training.
The global "physical AI" concept will explode in 2026. Giants such as Nvidia and Tesla have increased their focus on the humanoid robot track. Musk has repeatedly emphasized Tesla's Optimus mass production plan.
Some netizens commented: "Although he is quite ruthless in cutting leeks, I have to admit that he is a wizard."
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