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In Good Company with Nicolai Tangen · 2026-09-11 · 13 min · 2,181 words

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

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Hi everyone and welcome back to In Good Company, the Friday wrap-up. I'm City Martescor. Nikolai Sangin here. Hi, and this week's episode featured Brian Giu, which is vice chairman and president of XPeng. And if you haven't listened, you should listen to it because, Nikolai, in my opinion, this episode is mind-blowing.

Absolutely. Totally. So let's start. In the old days. Let's say back in 2020, a car company was a car company.

Gu doesn't call XPeng a car company, he calls it a physical AI company. What is that? Well, it's interesting. When we speak to the car manufacturers, they talk about the software becoming so important. And it's not only the software to drive the car, it's the software also to link in with the entertainment systems, the self-driving systems and so on, just the software component and the chip part of it.

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