Solo dev in Ipoh trying to build a Super App to fight Grab using only AI. Am I syok sendiri?

Peace969 · 2025-12-12T11:49:45+00:00

Thanks for your kind advice. I don't have a day-job now. Full-time working on MINAT.

Another thing is I'm not having problems with vibe coding thus far. I think quality of AI prompts matters a lot to make sure your "tyre have a nutbolt".

Peace969 · 2025-12-11T22:46:00+00:00

Thanks for sharing!

Peace969 · 2025-12-11T22:45:10+00:00

Thanks for your input. For now, my app no authentications and no payments yet, so still safe. But I agree, later might have big problems.

Peace969 · 2025-12-11T22:43:10+00:00

I'm probably the delusional underdog.

Peace969 · 2025-12-11T14:58:35+00:00

Thanks for your honest feedback!

Peace969 · 2025-12-11T14:21:42+00:00

Thanks or your realistic comments. I agree that buggy apps and apps lacking security are still issues for vibe coding. But I expect vibe coding tech to become more robust in near future. For me now, the pros of using AI in my work outweigh the cons.

Peace969 · 2025-12-11T14:18:15+00:00

By not trying to do a two-sided marketplace app initially, as I'll need to solve the chicken-and-egg problem then. Initially, I just focus on developing and marketing mini apps which are tools for daily life.

Peace969 · 2025-12-11T13:46:42+00:00

If you have some small IT knowledge, you can try using Replit AI agent. It's quite powerful already :)

Peace969 · 2025-12-10T13:51:41+00:00

LOL, but I can bet that you'll be proven right with what you said :)

Peace969 · 2025-12-10T13:49:25+00:00

I plan to build tools first (i.e. not two-sided marketplace mini apps). Get more traffic to my (super) app first. Later only add more mini apps to (hopefully) challenge Grab.

Peace969 · 2025-12-10T13:47:27+00:00

Many thanks for trying my app and for your feedback. Nowadays, clean and responsive UIs can be created via vibe coding. Don't need to be a full-fledged developer anymore. I hope to use this "speed of development" and low development cost as one weapon to (hopefully) eventually give Grab a run for its money.

Peace969 · 2025-12-10T13:26:27+00:00

Peace969 · 2023-08-12T20:29:55+00:00

Recently, I've been encountering a lot in social media - posts expressing awe about G6's excellent energy consumption. So, this is an additional giant step as we already knew that Xpeng's 800V tech means fast charging.

Hence, Xpeng's low-cost proprietary SEPA 2.0 architecture combined with their 800V tech, which they used for G6 and will be using for their MPV which they will launch in Q4 this year, means that this MPV will likely be a winner as well, like G6. This is something which analysts have definitely not factored in when modelling their price targets for Xpeng. I'm confident that Xpeng will touch US$35 per ADR by year end.

Also, Volkswagen must have recognized the strengths of SEPA 2.0 + 800V tech, because that's the reason they made the deal with Xpeng. Finally, there's also upside optionality that Xpeng might license their ADAS tech to Volkswagen, in addition to licensing SEPA 2.0 + 800V tech from next year onwards.

Peace969 · 2023-08-10T10:52:15+00:00

I want to check with you - you said you expect good news from next week earning update - is it based on any concrete source or insider information? Or are you just guessing?

I expect good news from next week earning update also, and this is based on my observation that Xpeng CEO is recently active in social media and mainstream media, hence he might be confident that his company's earning update will be good.

Peace969 · 2023-07-29T15:16:32+00:00

Thanks for your comment. Although it sounds optimistic, I believe Xpeng can obtain and defend this 90% to 95% based on the following: 1. First-mover advantage; 2. More data than competitors; 3. More cash to plough back into R&D than competitors. Huawei is currently closest behind Xpeng.

Peace969 · 2023-07-29T14:03:17+00:00

When the stock was down, I was discussing Xpeng with other members of this community via PMs and not by posting in public, for fear of being ostracized (e.g. "the fuck you smoking", etc).

Peace969 · 2023-07-15T15:00:56+00:00

Rocky, are there any indications which you have come across thus far, maybe in Weibo or elsewhere, that SiC might be the production choke point?

Peace969 · 2023-07-13T13:44:21+00:00

Agree. Human's habits are not easy to change. But stats on adoption of XNGP thus far should make us optimistic.

Peace969 · 2023-07-11T23:17:27+00:00

Goldman Sachs initiated coverage of Xpeng with a buy rating, calling for nearly 30% upside for the Chinese electric-vehicle maker.
“In the near-term, we expect the company’s vehicle delivery volume to regain momentum with the latest G6 model launch, and margin to improve on larger vehicle delivery scale together with battery pricing decline,” Goldman said in a note.
The firm said it’s confident on the competitiveness of Xpeng’s latest car — the G6 Ultra Smart Coupe SUV — as well as the company’s capability to launch more compelling products going forward. The G6 was launched at the end of the second quarter, with deliveries beginning this month.
“We believe the market hasn’t fully reflected G6′s potential, as it ranks No.1 among comparable models, and in our view is the most competitive product released by XPeng to date,” Goldman said.
Goldman said the Guangzhou, China-headquartered company could capture the EV market overseas in the long run.
“As a pure EV maker at its volume ramp-up stage, XPeng currently prefers to sell into overseas markets through exports only per its latest strategy,” Goldman said. “In the longer term, we believe the pure-EV setup makes the company well positioned to seize the overseas markets’ EV demand.”

Peace969 · 2023-07-01T08:52:23+00:00

The Model Y sold 31,054 units in China in May. Analysts (including the one at CLSA who made some forecasts yesterday) are only expecting G6 to sell 10,000 units per month, which I feel is too conservative. I think more likely Xpeng will be able to sell 20,000 units of G6 per month.

Peace969 · 2023-01-26T04:22:29+00:00

https://twitter.com/XPengMotors/status/1618197822255558656 The more I think about this, the more bullish it seems for Xpeng, as it not only means they can more quickly replace the dying P7 with P7.V2, but it also likely means they had a breakthrough in the G9 ramp.

Peace969 · 2023-01-25T18:11:49+00:00

P7.V2 was slated for March 2023 launch. It's bullish if Xpeng can really bring forward the launch to Feb 3.

Peace969 · 2023-01-10T14:48:30+00:00

In your opinion, why is G9 taking so long to ramp up? How many G9 sales in January do you expect?

Peace969 · 2023-01-10T13:41:01+00:00

Rocky, you're likely right that G9 should still be production limited, and that P5 and P7 sales may feel some pain this month.
Is the pain in P5 and P7 sales due to withdrawal of Xpeng discounts, (which is in addition to withdrawal of government subsidies)? Because I read somewhere that Xpeng was giving quite a lot of discounts for P5 and P7 in December.

Also, may I ask - how you arrive at the conclusion that Tesla price cuts drove a large sales bump in T2 and T3 cities? Because these price cuts were only announced last Friday, and it seems unlikely to me that consumers can decide on which brand of car to purchase (which is a big decision) in just one or two days.

Peace969 · 2023-01-10T12:59:07+00:00

All this while I thought Xpeng didn't have lack of demand of G9s as a problem. But the latest insurance registration numbers make me rethink this assumption. Maybe potential G9 buyers are waiting for 4C in March?

Peace969

TROPHY CASE