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High CapacityKyle Chan2026-02-12

Podcast: China's autonomous vehicles and robotaxis

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Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Lei Xing, former editor-in-chief of China Automotive News and co-host of the China EVs & More podcast with previous guest Tu Le. Lei Xing is a world expert on China’s EV and autonomous driving space.Key takeaways:China’s AV industry is supported by central and local government policy. Different Chinese cities have taken different approaches. Wuhan is more proactive in expanding robotaxis while Beijing is more conservative.China’s smart driving players are taking different approaches. Some are moving up the ladder from “driver assistance” systems to L4 autonomy. Some are starting with robotaxis and then moving into private passenger cars. The LiDAR vs. camera-only debate is ongoing.Many Chinese companies are taking a full-stack approach to autonomy. They’re developing their own semiconductor chips and their own AI models.But the industry is also taking a mix-and-match approach. Many Chinese EV companies are using Nvidia chips and partnering with US mobility companies like Uber and Lyft. Western automakers are also relying on Chinese smart driving components.China is moving fast on autonomous delivery and commercial trucking. Autonomous delivery vehicles have become commonplace in parts of China.Follow Lei Xing:Twitter / XLinkedInYouTubeChina EVs & More podcastTranscriptKyle (00:00)Welcome to the High Capacity Podcast. I’m your host, Kyle Chan, a fellow at Brookings. I’m thrilled to be joined today by my guest, Lei Xing, a world-class expert on Chinese electric vehicles a…