PodcastIn Good Company with Nicolai TangenSeptember 30, 2026

Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed

Horizon Robotics' entrenched chip/software position (1-in-3 Chinese cars) and long qualification cycles create a durable moat as autonomy scales toward 2035.

Market dominance: Horizon Robotics' chips and software power one in three intelligent cars in China, supplying BYD, Chery, Chang'an, Great Wall, Volkswagen, Toyota and Suzuki.
Roadmap to autonomy: Yu Kai targets hands-off driving by end-2028, eyes-off by 2030, and fully mind-off (sleep-in-car) autonomy by 2035, via its Horizon SuperDrive software on the Journey 6T SoC.

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