• Our Views
  • Letters From China

    • Smart Driving Solutions in China and Pony.ai Profile

      Over the past several months, the Open Door team has visited several key players in the LiDAR, ADAS,
      and autonomous driving (AD) technology space. Here, we will provide a summary of their operations,
      financial performance, market positions and outlooks. Previously, we provided company write-ups
      for Hesai, Robosense, and Horizon Robotics. Today, we will discuss another portfolio holding, Pony AI.

      넶19 2025-12-11

    • Smart Driving Solutions in China and Horizon Robotics Profile

      Over the past several months, the Open Door team has visited several key players in the LiDAR, ADAS,
      and autonomous driving (AD) technology space. Here, we will provide a summary of their operations,
      financial performance, market positions and outlooks. Previously, we provided write-ups for Hesai
      and Robosense. Today, we will discuss another portfolio holding, Horizon Robotics.

      넶14 2025-12-11

    • Smart Driving Solutions in China and Hesai Profile

      Over the past several months, the Open Door team has visited several key players in the LiDAR, ADAS,
      and autonomous driving (AD) technology space. Here, we will provide a summary of their operations,
      financial performance, market positions and outlooks. We will also provide a write-up for one of our
      portfolio holdings, Hesai Technology.

      넶21 2025-11-17

    • Smart Driving Solutions in China and Robosense Profile 1 October

      Over the past several months, the Open Door team has visited several key players in the LiDAR, ADAS,
      and autonomous driving (AD) technology space. Here, we will provide a summary of their operations,
      financial performance, market positions and outlooks. Last week, we provided a write-up for Hesai
      and now, we will discuss another portfolio holding, Robosense.

      넶16 2025-11-17

    • A Resounding Success in Hangzhou!

      Last week, the Open Door team successfully restarted our annual China conference series – this version being the “China Technological Innovation Investment Forum” held in Hangzhou. This marked a significant and inspiring return since the pandemic and  we  were  honored  to  host  a  distinguished  delegation  representing  10  different countries, including the United States, United Kingdom, Switzerland, Israel, Japan, Singapore, Hong Kong, and mainland China.

      넶166 2025-11-07

    • Gym Life in China

      넶19 2025-09-01