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

Page: https://stenobird.com/podcast/in-good-company-with-nicolai-tangen-5384475/friday-wrap-up-physical-ai-and-china-s-speed-advantage
Text version: https://stenobird.com/podcast/in-good-company-with-nicolai-tangen-5384475/friday-wrap-up-physical-ai-and-china-s-speed-advantage.md
Podcast: [In Good Company with Nicolai Tangen](https://stenobird.com/podcast/in-good-company-with-nicolai-tangen-5384475)
Published: 2026-09-11T03:00:00+00:00
Episode link: https://shows.acast.com/in-good-company-with-nicolai-tangen/episodes/friday-wrap-up-physical-ai-and-chinas-speed-advantage
Audio file: https://sphinx.acast.com/p/open/s/622618c7057f3400120d15db/e/6aa2983ec939da279540bada/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/in-good-company-with-nicolai-tangen-5384475/episodes/friday-wrap-up-physical-ai-and-china-s-speed-advantage
Duration seconds: 795

## Resource

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.

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## Transcript

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