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

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

September 10, 2026 · 13 min · Season 1 · Episode 283

About this episode

The episode discusses the competition posed by Chinese car companies, focusing on XPeng and its approach to physical AI and autonomous driving.

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, Vice Chairman and Co-President of XPeng: https://podcasts.apple.com/no/podcast/xpeng-co-president-chinas-ev-race-flying-cars-and/id1614211565?i=1000788784753   The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management, and produced by Isabelle Karlsson. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Nicolai Tangen, Marthe Skaar

Guest: Brian Gu

Topics covered

Keywords

Mentioned in this episode

Organizations: XPeng, Norges Bank Investment Management

Places: China, London

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