# Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading

An episode of [In Good Company with Nicolai Tangen](https://invisiblenetwork.ai/podcast/1614211565), 2 Oct 2026, 12 min.

Audio: https://sphinx.acast.com/p/open/s/622618c7057f3400120d15db/e/6abf58f7f5a87132b394a2f0/media.mp3

Back in Oslo this week, Marthe Skaar and Nicolai Tangen sit down together for a Friday Wrap-Up to talk about his podcast conversation with Dr. Kai Yu, founder and CEO of Horizon Robotics. They look at the role Horizon plays in the self-driving car industry, how China's tightly linked supplier networks create an edge that is hard to copy, and what a chip supply chain this concentrated means for risk in the fund and the markets. Nicolai also talks about why he reads constantly, and a book he thinks everyone should pick up. Tune in! Listen to In Good Company with Dr. Kai Yu, founder and CEO of Horizon Robotics: https://podcasts.apple.com/no/podcast/horizon-robotics-ceo-car-chips-mind-off-driving-and/id1614211565?i=1000792303820 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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