China

XPENG Launches “YOYO” Robotaxi

XPENG’s autonomous driving technology has been getting better and better (see Larry’s real-world experiences with the technology in recent weeks here, here, and here). Going further down that road, XPENG has just launched a robotaxi model, YOYO. We don’t know a ton about this model yet, but there are some … [continued]

Norway Found A Real Bus Cyber Risk. It Didn’t Show It Was Chinese.

When Norwegian transit authority Ruter put a Chinese Yutong electric bus through cybersecurity testing inside an isolated mine, the investigation started with two very different concerns. One was geopolitical: could the bus act as a visual-surveillance platform near sensitive facilities such as Lutvann, home to Norway’s intelligence service? The other … [continued]

Geely Gets 30% of NIO Power

Battery swapping has been a concept for electric vehicles for much longer than I’ve been covering the technology (which is more than 14 years). Better Place launched and grew, and then went bankrupt. Some other battery swapping trials have come and gone much more quietly. And then there’s NIO. NIO … [continued]

OceanX Made Downwind Floating Wind Worth Another Look

OceanX gave me two immediate reasons to be skeptical. It puts two turbines on one floating platform, and it puts the rotors downwind of their supports rather than in front of them. I had looked at both ideas years ago and found good reasons why the wind industry had largely … [continued]

China Is Doing About 30 Times More Agricultural Drone Work Than The U.S.

Agricultural spray drones are no longer an emerging technology in China. They are ordinary farm machinery at extraordinary scale. China entered 2026 with about 309,000 plant-protection drones, and those aircraft performed roughly 203 million hectare-treatments during 2025. A hectare treated three times counts as three hectare-treatments, so that figure measures … [continued]

China’s Electric Aviation Advantage Is A Transport System, Not A Prototype

The electric-aviation contest is often presented as a race between aircraft startups. That is probably the wrong unit of analysis. An airplane that flies once, wins a certification milestone or accumulates a large order book has demonstrated something useful, but it has not demonstrated an industry. What matters is whether … [continued]