A deep dive into China's robotaxi and autonomous driving industry. What are the big trends? Who are the major players? LiDAR vs. camera-only? How good are Chinese robotaxis? Where are they going next? I'm joined by China EV and AV expert Lei Xing in this episode of the High Capacity podcast.

00:00 Intro to Lei Xing

01:06 Smart driving vs. autonomous driving

06:37 Chinese government policy for autonomous vehicles

13:44 What's it like to ride a Chinese robotaxi?

19:29 China's different robotaxi strategies

29:30 Huawei as a major player

35:11 AI and autonomous driving in China

41:25 Semiconductor chips and smart driving

47:21 Shifting geopolitical landscape

53:40 Commercial trucking and delivery robots

Follow Lei Xing:

• Twitter / X

• LinkedIn

• YouTube

• China EVs & More podcast

For transcripts and more episodes, check out the High Capacity newsletter.

China's top AI players like Alibaba, ByteDance, and Moonshot are pursuing different strategies. China AI expert Grace Shao joins me on the High Capacity podcast to talk about the most important trends in China's AI landscape: agentic AI, ecosystem integration, raising capital, and navigating geopolitics.

00:00 Intro to Grace Shao

03:51 Agentic AI in China

17:42 The popularity of ByteDance's Doubao app

23:11 China's AI tigers

28:42 Shifts in China's AI strategy

34:32 Meta's acquisition of Manus

40:43 Singapore as a geopolitical gateway for AI

50:12 Future trends in China's AI industry

Links:

• AI Proem newsletter
• Differentiated Understanding podcast
• High Capacity newsletter

Chinese EVs are transforming the global auto industry. Tu Le, founder and Managing Director of Sino Auto Insights, joins me on the High Capacity podcast to talk about what's happening with Chinese EVs: technology and features, global expansion, new approaches to manufacturing, hybrids, and robotaxis.00:00 Introduction to Tu Le00:56 Cool Technology in Chinese EVs05:16 Chinese EVs at CES in Las Vegas07:18 Geely's Ambitious Plans for the US Market09:50 Who are the Major Chinese EV Players?17:07 Are EVs like Consumer Electronics?25:16 Manufacturing Changes in the Auto Industry29:05 Overcapacity and Chinese EVs31:43 Overcapacity and Global Implications37:33 Partnering with Chinese EV Makers44:12 The Future of Hybrids and the EV Transition50:18 The Rise of Robotaxis and Autonomous Driving

Links:

• Sino Auto Insights
• SAI Newsletter
• China EVs & More podcast
• At the Wheel podcast

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