High Capacity

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

Subscribe to the High Capacity podcast on YouTube, Spotify, or Apple Podcasts.
Read the High Capacity newsletter
Follow Kyle Chan on Twitter / X

In this episode, I speak with Georg Stieler, Asia Managing Director and Head of Robotics and Automation at Stieler, a global technology consulting firm. He’s a leading expert on robotics in China with over a decade of experience based in Shanghai.

Key takeaways:
Know-how for robotics applications is now flowing from China to the West. Previously, Western and Japanese firms brought automation expertise to China. But now this flow of knowledge has flipped, especially EVs and batteries.
China’s robotics market is also flipping. Made in China 2025 was a huge market opportunity for foreign robotics firms. But now they’re being challenged by Chinese players who are moving into global markets.
Chinese robotics firms won in newer and simpler segments first like “cobots” (collaborative robots) and mobile robots, then moved up the industry ladder. The pandemic gave Chinese firms an opportunity to gain market share.
The EV and electronics industries caused a step-change in the pace of production. Chinese manufacturers have accelerated development cycles, driving an acceleration in the global auto industry.
Humanoid robots are part of China’s push into “physical AI.” China has an edge in robotics supply chains. A crucial factor will be the development of vision-language-action (VLA) models that power the “brains” of robots.

Chapters:
00:00 Introduction to Georg Stieler
00:43 Background working on robotics in China
04:52 Changes in China's robotics and industrial automation
09:08 The shift to EVs and industrial robotics
14:49 Which areas of robotics is China making progress in?
17:34 How the pandemic changed China's industrial robotics
21:15 Key players in China's industrial automation industry
27:18 The rise of China's humanoid robots
35:39 VLA models and training data
38:46 China's robotics supply chains: brain vs. body
43:17 Geopolitics and robotics supply chains
45:25 Future trends in Chinese robotics and industrial automation
49:19 The importance of systems integrators
53:57 Learn more about Georg Stieler's work

Follow Georg Stieler on Twitter / X and LinkedIn

Georg Stieler’s recent publications:
The Robot Report: China experiences physical AI surge — and how the U.S. should respond
The Robot Report: iREX 2025: From programmed to perceptive
The Robot Report: CIIF 2024 shows major robotics trends in China

Subscribe to the High Capacity podcast on YouTube, Spotify, or Apple Podcasts.
Read the High Capacity newsletter
Follow Kyle Chan on Twitter / X