China's food delivery and robotaxi industries are experiencing intense competition and rapid growth, prompting regulatory and market responses. Goldman Sachs projects robotaxi numbers in China to surge from 4,100 to nearly 2 million within the next decade, supported by rising demand and policy backing, with key players like Pony AI and WeRide reporting improved first-quarter results. In the food delivery sector, giants Meituan, JD.com, and Ele.me are engaged in fierce rivalry, described by consumers as a modern "Three Kingdoms Rivalry." Meituan reported better-than-expected first-quarter revenue growth of 18% year-on-year, with profit surging 87%, driven by AI initiatives, Instashopping, and expansion into Saudi Arabia. Despite these gains, Meituan's CEO Wang Xing warned of "irrational" competition and pledged to do whatever it takes to maintain market leadership amid aggressive price wars, including a CNY 10 billion investment by JD.com. This intense competition has led to a combined market value loss of about $100 billion for Meituan and JD.com since late last year, with their Hong Kong-listed shares down over 30% from October peaks and Meituan's stock falling nearly 5% after earnings release. The Chinese state newspaper People's Daily has called for regulatory intervention to curb excessive "involution-style" competition in the delivery industry to ensure healthy market development. Meanwhile, Uber is reportedly considering partnerships with Chinese firms to expand its robotaxi presence in the country.