Kai Yu

What Kai Yu said

1. In Good Company with Nicolai Tangen · Sep 30, 2026

   Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed | Podcast | In Good Company

   8 moments · 27 min

   4:58
   1. 14:16

      Kai Yu’s roadmap to hands-off and mind-off driving

      “I think you need to have a much bigger compute running locally on the vehicle.”

   2. 11:47

      Long automotive cycles create a high barrier to entry

      “But in my view, sometimes terrible business means great business because that's an entry barrier for all the other newcomers”

   3. 31:21

      Car suppliers may have an edge in the robotics race

      “My argument is if you are a winner for automotive supply chain, and you're going to be a winner for robotics.”

   4. 7:13

      Horizon chose to enable carmakers instead of building cars

      “But I want to enable and help all the brands, all the cars.”

   5. 9:15

      China launched more than 580 car models in six months

      “And for the first half of this year, more than 580 new car models launched.”

   6. 24:41

      China's supplier network speeds up automotive innovation

      “the speed is incredible, right? So I think that's to give China an overall very fantastic environment to innovate.”

   7. 26:35

      Horizon can partner with European chipmakers in complementary niches

      “And we are not competing with them because they have their focus on, for example, analog chips and also the MCUs.”

   8. 37:18

      Autonomous cars could make commutes and city layouts less restrictive

      “And so I think the efficiency of the traffic will be, you know, 10 times more improved, right?”