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Second Horizon

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by Second Horizon Podcast

7 episodes

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Podcast Overview

Second Horizon is a European perspective on China’s global role — beyond the headlines. Hosted by Pascal Coppens and Marcel Münch, the podcast explores the deeper signals shaping geopolitics, technology, industry, and economic power. Each episode is structured around “signals” — from de-dollarisation and multipolarity to Chinese AI ecosystems, EV design, and industrial strategy. We don’t chase news cycles. We look for patterns. If you want to understand China’s trajectory — not just react to it — this podcast is for you.

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Publishing Since

2/16/2026

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Recent Episodes

June 29, 2026

Chinese AI Is Taking Over — And Nobody Noticed

The US still controls the world’s most advanced AI chips. But China may be building something just as powerful: cheaper open-source models, abundant energy, massive amounts of real-world data—and an ecosystem designed to deploy AI at scale.In Episode 7 of Second Horizon, Marcel Münch and Pascal Coppens unpack six signals that could reshape the global technology race:China is putting data centers underwater—and already experimenting with AI computing in space. Chinese open-source models are quietly gaining international adoption, including among European engineers. Telecom operators are beginning to bundle AI tokens into mobile contracts. And Beijing now wants humanoid robots to move beyond demonstrations and into real workplaces.But the picture is not uniformly positive. Chinese consumption remains weak, Hong Kong equities are deeply unpopular, and the country’s robotics supply chain still has critical bottlenecks. Could Europe’s strengths in precision engineering, actuators and industrial integration become an essential part of China’s robotics expansion?We also explore China’s new eVTOL regulation, the rise of its low-altitude economy, and why flying vehicles may follow a similar development path to electric cars.Which topic should receive a full deep-dive episode next: Chinese AI models, humanoid robotics or the low-altitude economy? Let us know in the comments.Subscribe to Second Horizon for signals from China that could define the next decade—but are still being overlooked today.Timestamps:<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU" rel="ugc noopener noreferrer" target="_blank">00:00</a> Can Episode 7 match the success of the Chip War?<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=124s" rel="ugc noopener noreferrer" target="_blank">02:04</a> Six important signals coming out of China<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=291s" rel="ugc noopener noreferrer" target="_blank">04:51</a> China’s AI data centers under the sea—and in space<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=621s" rel="ugc noopener noreferrer" target="_blank">10:21</a> Offshore wind, cooling and China’s energy advantage<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=1107s" rel="ugc noopener noreferrer" target="_blank">18:27</a> Chinese open-source AI is spreading globally<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=1380s" rel="ugc noopener noreferrer" target="_blank">23:00</a> Why engineers are choosing Chinese AI models<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=1550s" rel="ugc noopener noreferrer" target="_blank">25:50</a> China brings AI tokens to mobile-phone contracts<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=1647s" rel="ugc noopener noreferrer" target="_blank">27:27</a> China’s consumer slowdown and falling retail sales<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=2002s" rel="ugc noopener noreferrer" target="_blank">33:22</a> Deflation, affordability and the reality on the ground<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=2170s" rel="ugc noopener noreferrer" target="_blank">36:10</a> Why Chinese stocks remain deeply unpopular<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=2283s" rel="ugc noopener noreferrer" target="_blank">38:03</a> Does Beijing actually want stronger capital markets?<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=2645s" rel="ugc noopener noreferrer" target="_blank">44:05</a> China pushes humanoid robots into the workforce<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=2781s" rel="ugc noopener noreferrer" target="_blank">46:21</a> The robotics data race: cameras vs synthetic data<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=3091s" rel="ugc noopener noreferrer" target="_blank">51:31</a> Europe’s hidden advantage in the robotics supply chain<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=3487s" rel="ugc noopener noreferrer" target="_blank">58:07</a> China’s new eVTOL rules and low-altitude economy<a href="https://www.youtube.com/watch?v=p1eOEe1w3dU&t=3912s" rel="ugc noopener noreferrer" target="_blank">1:05:12</a> Final takeaways and our next deep dives<a href="https://www.youtube.com/hashtag/china" rel="ugc noopener noreferrer" target="_blank">#China</a> <a href="https://www.youtube.com/hashtag/artificialintelligence" rel="ugc noopener noreferrer" target="_blank">#ArtificialIntelligence</a> <a href="https://www.youtube.com/hashtag/robotics" rel="ugc noopener noreferrer" target="_blank">#Robotics</a> <a href="https://www.youtube.com/hashtag/ai" rel="ugc noopener noreferrer" target="_blank">#AI</a> <a href="https://www.youtube.com/hashtag/technology" rel="ugc noopener noreferrer" target="_blank">#Technology</a> <a href="https://www.youtube.com/hashtag/humanoidrobots" rel="ugc noopener noreferrer" target="_blank">#HumanoidRobots</a> <a href="https://www.youtube.com/hashtag/evtol" rel="ugc noopener noreferrer" target="_blank">#evtol</a>

June 18, 2026

Huawei's Comeback Changes Everything. The Chip War, Tau Theorem & China's AI

The global chip war was supposed to slow China down.Instead, it may have accelerated the rise of an entirely new semiconductor ecosystem.In Episode 6 of Second Horizon, Marcel Münch and Pascal Coppens dive into one of the most important technology stories of our time: China's race for semiconductor independence.We discuss:• Why Huawei became the central target of U.S. sanctions• Whether the chip war has backfired• China's rapid progress in AI chips and semiconductor manufacturing• Nvidia's growing concerns about domestic Chinese competitors• Huawei's new "Tau Theorem" and why it matters• The rise of SMIC and China's semiconductor ecosystem• Why China may be changing the rules instead of simply catching up• The connection between chips, AI, robotics and the future of industrial power• What Europe risks missing in the next technology cycleFrom Huawei's massive R&D investments to the emergence of a parallel AI stack, this episode explores how technology, geopolitics and industrial strategy are reshaping the global balance of power.The future may not be one technology ecosystem.It may be two.<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk">00:00</a> Why The Chip War Matters<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=135s">02:15</a> Has The Chip War Backfired?<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=308s">05:08</a> The Real Semiconductor Battlefield<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=690s">11:30</a> How China Is Catching Up<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=1060s">17:40</a> China's Secret EUV Effort<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=1385s">23:05</a> Huawei's Semiconductor Ecosystem<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=1700s">28:20</a> Why Sanctions Created New Competitors<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=2055s">34:15</a> Huawei vs Xiaomi<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=2460s">41:00</a> The Dragon Wakes Up<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=2785s">46:25</a> Nvidia's Biggest Threat<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=3090s">51:30</a> The Battle For The AI Stack<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=3430s">57:10</a> Huawei's Tau Theorem<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=3800s">01:03:20</a> China Changes The Rules<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=4120s">01:08:40</a> What Europe Is Missing<a href="https://www.youtube.com/watch?v=2R4iMzxtHEk&t=4320s">01:12:00</a> Who Wins The Next Tech Race?<a href="https://www.youtube.com/hashtag/china">#China</a> <a href="https://www.youtube.com/hashtag/huawei">#Huawei</a> <a href="https://www.youtube.com/hashtag/semiconductors">#Semiconductors</a> <a href="https://www.youtube.com/hashtag/ai">#AI</a> <a href="https://www.youtube.com/hashtag/nvidia">#Nvidia</a> <a href="https://www.youtube.com/hashtag/smic">#SMIC</a> <a href="https://www.youtube.com/hashtag/chipwar">#ChipWar</a> <a href="https://www.youtube.com/hashtag/technology">#Technology</a> <a href="https://www.youtube.com/hashtag/geopolitics">#Geopolitics</a> <a href="https://www.youtube.com/hashtag/secondhorizon">#SecondHorizon</a> <a href="https://www.youtube.com/hashtag/chinatech">#ChinaTech</a> <a href="https://www.youtube.com/hashtag/innovation">#Innovation</a> <a href="https://www.youtube.com/hashtag/robotics">#Robotics</a> <a href="https://www.youtube.com/hashtag/futuretech">#FutureTech</a>

June 18, 2026

China Is Deploying AI & Robotics — Europe is Discussing

China isn’t just building better AI models.It’s building:robotssupply chainsindustrial data loopsphysical AI ecosystemsand entirely new forms of human-machine interaction.Meanwhile Europe is still debating regulation.In Episode 5 of Second Horizon, we unpack:🇨🇳 China’s robotics acceleration⚙️ why data is the real bottleneck🧠 AI replacing workers vs augmenting them🌍 and the growing Europe–China tech divideTimestamps for this episode:<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME">00:00</a> Intro – Back from China 🇨🇳<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=130s">02:10</a> Why Shenzhen matters more than Shanghai now<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=345s">05:45</a> China’s AI labor lawsuit: replacing workers with AI becomes illegal?<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=700s">11:40</a> The Yin & Yang of China’s AI strategy<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=995s">16:35</a> Robotaxis vs social stability in China<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=1220s">20:20</a> Europe’s growing tech tensions with China<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=1490s">24:50</a> Huawei, cybersecurity laws & rare earths explained<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=1990s">33:10</a> Why Europe fears losing industrial competitiveness<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=2310s">38:30</a> 400 robotics companies in one Shenzhen hall 🤖<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=2600s">43:20</a> China’s humanoid robotics ecosystem is becoming real<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=2890s">48:10</a> Why “the missing piece is data”<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=3220s">53:40</a> Galbot pharmacy robots & real-world deployment<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=3480s">58:00</a> Europe’s opportunity in industrial robotics<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=3750s">01:02:30</a> Physical AI, emotional companions & smart hardware<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=4080s">01:08:00</a> China’s next AI ecosystem layer<a href="https://www.youtube.com/watch?v=qSuUGnDN9ME&t=4220s">01:10:20</a> Preview: China’s chip strategy & next episode teaser

7 total episodes available

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What is Second Horizon?: Second Horizon is a European perspective on China’s global role — beyond the headlines. Hosted by Pascal Coppens and Marcel Münch, the podcast explores the deeper signals shaping geopolitics, technology, industry, and economic power.

Each episode is structured around “signals” — from de-dollarisation and multipolarity to Chinese AI ecosystems, EV design, and industrial strategy.

We don’t chase news cycles. We look for patterns.

If you want to understand China’s trajectory — not just react to it — this podcast is for you.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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