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A third of Chinese cars run on a deliberately terrible business

Yu Kai, founder of Horizon Robotics, tells Nicolai Tangen about his slow-cycle moat, his hands-off to mind-off autonomy dates, and why cars become robots.

Published 23 Oct 2026Free

Xpeng bets cars are robots, so humanoids reuse the stack

Xpeng president Brian Gu talks to Nicolai Tangen about China's 60%-plus EV share, the speed advantage behind it, and why flying cars and humanoids share the car's AI stack.

Published 23 Oct 2026Free