Friday Wrap-up: Physical AI and China's Speed Advantage

Podcast: In Good Company with Nicolai Tangen · Norges Bank Investment Management

Opublikowano: 2026-09-11

Is it possible to compete with Chinese car companies? In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen to break down his podcast conversation with Brian Gu, Vice Chairman and Co-President of XPeng. They discuss why Gu calls XPeng a "physical AI company" rather than a carmaker, China's race toward fully autonomous, mind-off driving, and what Chinese competition means for companies globally. Nicolai also shares what's been keeping him busy in London this week, and how he likes to unwind after it all. Tune in! Listen to In Good Company with Brian Gu...