Faraday Future Intelligent Electric, a California-based global shared intelligent electric mobility ecosystem company, has released its latest weekly business update from Founder and Global Co-CEO YT Jia. In the update, Jia addressed recent developments across the Company’s electric vehicle and emerging robotics businesses, reflected on recent capital market volatility, and reaffirmed FF’s strategic priorities and commitment to long-term value creation for stockholders.
Strong Engagement Following Robotics Launch
According to Jia, the past week marked an important milestone for Faraday Future with the official unveiling of the Company’s EAI Robotics products. The launch generated engagement levels that significantly exceeded expectations, with FF-related content trending at the top of several major platforms across multiple digital channels.
Jia expressed appreciation to supporters and followers who have closely tracked the Company’s progress, noting that the strong response reinforced management’s confidence that Faraday Future’s underlying operating fundamentals are moving in a positive direction.
He emphasized that the level of attention and interaction surrounding the robotics launch reflects growing interest in FF’s broader EAI (Embodied Artificial Intelligence) strategy—an approach that integrates intelligent software, hardware, and services across both vehicles and robotics.
Capital Market Volatility and Stock Price Pressure
Despite the encouraging response to the robotics launch, Jia acknowledged that recent volatility in the broader capital markets has significantly affected short-term investor sentiment. Over the past week, FFAI experienced a sharp rise in trading volume and short-selling activity, contributing to abnormal price fluctuations. As a result, the Company’s share price closed below the $1.00 threshold for two consecutive trading days.
Jia noted that the reaction in public markets stood in stark contrast to the feedback FF has received from private market participants. While institutional and private investors have generally responded positively to the robotics strategy and its long-term potential, public market sentiment during the week appeared more cautious—and in some cases, skeptical.
He candidly acknowledged that this divergence highlighted a gap in communication. In his view, Faraday Future did not sufficiently explain the strategic rationale and integration of the robotics business to public investors, which led to misunderstandings and unnecessary concerns.
Addressing Investor Concerns Directly
Jia referenced several questions and comments circulating among investors and online communities, including whether FF was becoming distracted, whether the Company was shifting focus away from its vehicle business, or whether the core EV program was encountering difficulties.
He responded unequivocally to each of these concerns, stating that the answer in every case is “no.”
According to Jia, the robotics business is not a departure from FF’s vehicle strategy, nor does it dilute the Company’s commitment to electric vehicles. Instead, it represents a strategic enhancement—an extension of FF’s EAI framework and its “bridge strategy,” designed to strengthen execution, expand revenue opportunities, and reinforce the Company’s overall ecosystem.
He emphasized that robotics is intended to empower the vehicle business across multiple dimensions, including capital strategy, financial structure, product development, and core technology. Rather than competing for resources, the two businesses are designed to reinforce one another.
A Teaser: FX Super One Milestone Achieved
In a notable development, Jia revealed that on the same day as the robotics launch, Faraday Future achieved a significant milestone related to the FX Super One program. While he did not disclose details immediately, he confirmed that the Company plans to formally announce the achievement after market close next Tuesday.
Jia encouraged investors and stakeholders to stay tuned, describing the upcoming announcement as an important step forward for the FX Super One and the Company’s broader vehicle roadmap.
Dual-Bridge, Dual-Flywheel Ecosystem Takes Shape
Jia reiterated his belief that Faraday Future has undergone a fundamental and systemic transformation with the activation of both EAI EV and EAI Robotics under the Company’s Dual-Bridge, Dual-Flywheel, Dual-Public-Company ecosystem model.
This framework, he explained, is designed to enable parallel growth engines while maintaining strategic alignment across businesses. With both engines now operational, Jia expressed high confidence that the current year will serve as a momentum-building phase for FF, laying the groundwork for accelerated growth in the following year.
He underscored management’s firm opposition to a reverse stock split, stating that the Company will remain prudent with any equity issuances and continue to prioritize the interests of existing stockholders. Protecting shareholder value, he said, remains a core principle guiding FF’s decision-making.
Commitment to Long-Term Stockholder Value
Jia emphasized that as Faraday Future continues to execute, deliver products, and achieve tangible milestones, the Company’s strategy will become clearer to the market. He expressed confidence that this clarity will encourage many investors to return and support FF’s long-term vision.
The Company, he said, remains fully committed to doing everything possible to create sustainable and meaningful value for its stockholders.
Four Key Initiatives to Protect Stockholders
To reinforce this commitment, Jia outlined four major initiatives designed to safeguard stockholder interests and strengthen confidence in the Company’s future.
First, he reaffirmed FF’s strong opposition to any reverse stock split unless such action becomes strictly necessary to comply with Nasdaq’s continued listing standards. Jia emphasized that under Nasdaq rules, a closing share price below $1.00 for 30 consecutive trading days triggers a deficiency notice, followed by a minimum 180-day compliance window.
He stated that FF believes its operational improvements, enhanced communication, and strategic execution will reduce the likelihood of triggering compliance issues. At the same time, the Company is intensifying its efforts to counter malicious short-selling activity and close the gap between its capital market valuation and intrinsic business value.
Second, from a mid- to long-term perspective, Jia highlighted the robotics business as a potential new source of cash inflow and a new growth curve for FFAI. He noted that robotics could enable stockholders to participate in what may become the next major market opportunity, while also providing added financial flexibility and strategic support for the vehicle business.
Third, at the operational level, FF is accelerating mutual empowerment between its vehicle and robotics businesses under a “dual-engine EAI framework.” Jia explained that modern vehicles and robots have evolved into fundamentally similar products—both serving as intelligent EAI terminals. As a result, the two businesses share overlapping needs in R&D, sales channels, aftersales service, and software platforms, creating meaningful opportunities for synergy.
He pointed to the Company’s recent progress at the NADA Show as strong validation of this approach. On February 5, FF successfully hosted a dealer summit featuring both the FX Super One and its EAI robotics offerings. Dozens of automotive dealers from across the United States attended the event, many of whom expressed interest in FF’s proprietary FF Par sales model.
Several dealers have already indicated their intention to pursue comprehensive “robot & vehicle +” cooperation agreements. Notably, Jia observed that strong interest in robotics collaboration has prompted deeper engagement from dealers with FF’s vehicle business as well—demonstrating how robotics can directly enhance automotive momentum.
Fourth, Jia stressed the importance of improving transparency and communication with stockholders and retail investors. FF plans to continue strengthening its investor outreach efforts to help the market better understand the unique advantages and intrinsic value of its strategy and business model.
He also encouraged stockholders to report any suspected illegal short-selling activity directly to the Company so it can be addressed promptly.
Near-Term Execution Milestones
Looking ahead, Jia outlined several key execution milestones. FX Super One is scheduled to roll out its Start of Delivery (SOD) Phase 1 in the second quarter. Meanwhile, the robotics business is expected to begin initial deliveries by the end of February.
The initial robotics rollout will focus on high-frequency use cases with strong scalability potential, including dealership and showroom reception as well as home security applications. Jia explained that the goal is to establish deep, comprehensive, and benchmark use cases that can demonstrate real-world value and accelerate broader adoption.
Focused Execution Moving Forward
In closing, Jia reaffirmed that Faraday Future remains fully committed to relentless execution across both of its core businesses. The Company will continue to prioritize homologation, initial production, and delivery of FX Super One, while simultaneously advancing sales and deliveries of its robotics products.
At the same time, FF will remain focused on strengthening its operational foundation and capital structure, with the ultimate goal of maximizing long-term value for its stockholders.
Jia concluded by reiterating his confidence in the Company’s direction and his belief that disciplined execution, clearer communication, and continued innovation will position Faraday Future for sustainable growth in the years ahead.
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