
Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed | Podcast | In Good Company
Norges Bank Investment Management
Horizon Robotics functions as a foundational computing platform for autonomous vehicles, positioning itself as the "Vintel" of the robotics era by providing essential chips and software for global car manufacturers. Founder Yu Kai explains that the company’s success stems from deep specialization and the high entry barriers of the automotive industry, which demand rigorous safety standards and long-term development cycles. The Chinese automotive market, characterized by intense competition and a dense, responsive supply chain, enables rapid innovation, with product cycles significantly shorter than those in the West. Autonomous driving technology is currently converging with humanoid robotics to create unified systems capable of addressing labor shortages and aging populations. By prioritizing a collaborative global mindset and adhering to the Zen-inspired "power of now," the company aims to liberate humans from tedious tasks, ultimately fostering greater societal freedom and efficiency.
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