# Kai Yu

Markdown copy of https://realalpha.app/people/kai-yu/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

Real Alpha has cut 8 moments of Kai Yu (Founder & CEO, Horizon Robotics) talking, from an interview on In Good Company with Nicolai Tangen published Sep 30, 2026.

- Role: Founder & CEO, Horizon Robotics

## What Kai Yu said

- [Kai Yu’s roadmap to hands-off and mind-off driving](https://realalpha.app/s/kai-yus-roadmap-to-hands-off-and-mind-off-driving/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 5 min
  > “I think you need to have a much bigger compute running locally on the vehicle.” — Kai Yu · [18:20](https://realalpha.app/v/mRzItLhpXFU/?t=1100)
- [Long automotive cycles create a high barrier to entry](https://realalpha.app/s/long-automotive-cycles-create-a-high-barrier-to-entry/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 3 min
  > “But in my view, sometimes terrible business means great business because that's an entry barrier for all the other newcomers” — Kai Yu · [13:52](https://realalpha.app/v/mRzItLhpXFU/?t=832)
- [Car suppliers may have an edge in the robotics race](https://realalpha.app/s/car-suppliers-may-have-an-edge-in-the-robotics-race/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 5 min
  > “My argument is if you are a winner for automotive supply chain, and you're going to be a winner for robotics.” — Kai Yu · [34:49](https://realalpha.app/v/mRzItLhpXFU/?t=2089)
- [Horizon chose to enable carmakers instead of building cars](https://realalpha.app/s/horizon-chose-to-enable-carmakers-instead-of-building-cars/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 2 min
  > “But I want to enable and help all the brands, all the cars.” — Kai Yu · [8:38](https://realalpha.app/v/mRzItLhpXFU/?t=518)
- [China launched more than 580 car models in six months](https://realalpha.app/s/china-launched-more-than-580-car-models-in-six-months/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 3 min
  > “And for the first half of this year, more than 580 new car models launched.” — Kai Yu · [9:45](https://realalpha.app/v/mRzItLhpXFU/?t=585)
- [China's supplier network speeds up automotive innovation](https://realalpha.app/s/chinas-supplier-network-speeds-up-automotive-innovation/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 2 min
  > “the speed is incredible, right? So I think that's to give China an overall very fantastic environment to innovate.” — Kai Yu · [25:51](https://realalpha.app/v/mRzItLhpXFU/?t=1551)
- [Horizon can partner with European chipmakers in complementary niches](https://realalpha.app/s/horizon-can-partner-with-european-chipmakers-in/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 3 min
  > “And we are not competing with them because they have their focus on, for example, analog chips and also the MCUs.” — Kai Yu · [27:18](https://realalpha.app/v/mRzItLhpXFU/?t=1638)
- [Autonomous cars could make commutes and city layouts less restrictive](https://realalpha.app/s/autonomous-cars-could-make-commutes-and-city-layouts-less/)
  In Good Company with Nicolai Tangen · Sep 30, 2026 · 4 min
  > “And so I think the efficiency of the traffic will be, you know, 10 times more improved, right?” — Kai Yu · [40:49](https://realalpha.app/v/mRzItLhpXFU/?t=2449)

## The episode

- [Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed | Podcast | In Good Company](https://realalpha.app/v/mRzItLhpXFU/) · In Good Company with Nicolai Tangen · Sep 30, 2026