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

Hi everyone and welcome back to our Friday wrap up. I'm still Martijskar. And I'm still Nikola Tanen. And today we're in the same room, same time zone, so that's a good starting point for this podcast. And we will start about ships and the value chains. So I guess it's going to be all about ships today. This week's guest was Kai Ju, he is Founder and CEO of Horizon Robotics. And let's start with the basic. Where does Horizon actually sit in the value chain when it comes to ships and self driving cars? Well, it's instrumental in the self driving cars business, because basically they supply the systems and the chips behind, you know, a very, very large proportion of these self driving cars, and so it's one of these cool relatively small companies which not so many people know about, but which is totally key, and they have vast market share both amongst the Chinese producers and also the Europeans. So they are really in the forefront here, very very exciting. And you also opened the episode by saying that ten years ago you assumed that self driving cars would come out of Silicon Valley. And you have just been to Silicon Valley, and you have talked to a lot of these Chinese car producers. What do you think about this now? No, I think it's really interesting, because here, you know, we thought that perhaps Tesla would win this race than you are in San Francisco and you drive the Waymo's and you just see that experience and how good it is. Of course, first time you're inside one of these cars is a bit scary, but the second trip, it's the most natural thing in the world. And the third trip you take with a taxi, you wonder why the heck there is a chauffeur there, you know. So, this is changing very fast. It's coming into more cities, it's coming to London and eventually it will come to Scandinavia even though it's a bit difficult because of snow conditions and so on and so you just need to learn a bit more about it. But this is going to take over the whole taxi industry I think. Then eventually you change further and so now you have hands off coming up soon, have eyes off and then eventually you have mind off which means that you can sleep in the car and just kind of program, hey, want to go from A to B and you wake up in the other end and my, is that going to be great. Would you sit in a car like that or sleep in a Totally, car like totally. I think it's much safer than being in a normal car and just imagine what you can spend your time doing. You can read books, you can do all kinds of things. So, great progress. Yeah, so it's all about freeing up time. And we never really …