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Second Horizon – Episode 2

In this new podcast, Pascal Coppens and Marcel Münch go beyond the daily China headlines — adding a second layer of interpretation from a European perspective.

Each episode is built around a simple format:
We each bring three signals — trends, shifts, or weak signals — that we believe matter long-term.

From declining CO₂ emissions and Europe’s industrial wake-up call to humanoid robots, AI model breakthroughs, and the evolving EV profitability debate — this episode connects the dots between energy, robotics, semiconductors, and global strategy.

We don’t chase headlines.
We look for patterns.

⏱️ Timestamps

00:00 Introduction & Episode 1 Feedback
01:37 Today’s 3 Signals Overview
02:08 China’s CO₂ Emissions Declining (21 Months)
02:54 TikTok Deal & Meta’s AI Acquisition
03:33 Europe’s Industry Summit & China Concerns
04:25 Humanoid Robots at Chinese New Year Gala
05:01 Alibaba Qwen 3.5 & AI Commerce Risks
05:58 The Octopus Model Explained
07:16 EV Profitability Shift (NIO, RoboSense)
09:01 Why Chinese Stocks Trade at a Discount
11:25 The “Unprofitability Model” in China
13:57 R&D Incentives & Strategic Investment
19:18 The Subsidy Debate: China vs West
27:06 Europe’s Industrial Crisis Discussion
29:00 Dollar Dominance & Capital Advantage
32:45 Energy as the AI Bottleneck
35:50 Renewables Surpassing Fossil Fuels in China
44:19 How to Read China’s Five-Year Plan
49:03 Robotics as a Platform Economy
53:29 Does China Still Need Tesla?
55:29 Robotics Commoditization & Software Power
59:45 Chinese AI Breakthroughs (Qwen, Kimi, DeepSeek)
1:04:35 2D Semiconductors & Alternative Chip Paths
1:06:15 Advanced Materials & Chip Production
1:07:26 Closing Thoughts & Year of the Fire Horse

📌 Follow the channel for upcoming episodes.
💬 Comment below with topics — and guest suggestions — you would like us to explore.

#China #Europe #Geopolitics #AI #EV #MultipolarWorld #SecondHorizon