Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading

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

Opublikowano: 2026-10-02

Back in Oslo this week, Marthe Skaar and Nicolai Tangen sit down together for a Friday Wrap-Up to talk about his podcast conversation with Dr. Kai Yu, founder and CEO of Horizon Robotics. They look at the role Horizon plays in the self-driving car industry, how China's tightly linked supplier networks create an edge that is hard to copy, and what a chip supply chain this concentrated means for risk in the fund and the markets. Nicolai also talks about why he reads constantly, and a book he thinks everyone should pick up. Tune in! Listen...