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Applied Intuition's mission is intelligence on a billion machines in the next decade. Qasar (Qasar Younis) and Peter on Dana, their new agentic platform for physical AI that will help us get there faster: "If you ask why don't we have intelligent robots and intelligent vehicles everywhere today, it...

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.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns
2:24

.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns

a16z

34,837 просмотров • 26 дней назад

.Applied Intuition CTO Peter Ludwig says the model is only 1% of a physical AI system: "General purpose models that come from companies like Anthropic or OpenAI, those are great and they're very useful for very general purpose tasks. But when you're dealing with things that have a very deep safety-critical component, things where lives are literally on the line... just the model is not enough." "That's like 1% of the full solution." "These very, very complex workflows to actually build physical AI maybe would require switching between 20 different tools in the past for different tasks, and deeply understanding the precise flow of information between all of those things to accomplish your end goal." "Now with Dana, all of those complex workflows can be very seamlessly orchestrated from an agentic interface where you're able to write things in plain English and receive answers in plain English." Business Breakdowns
1:32

.Applied Intuition CTO Peter Ludwig says the model is only 1% of a physical AI system: "General purpose models that come from companies like Anthropic or OpenAI, those are great and they're very useful for very general purpose tasks. But when you're dealing with things that have a very deep safety-critical component, things where lives are literally on the line... just the model is not enough." "That's like 1% of the full solution." "These very, very complex workflows to actually build physical AI maybe would require switching between 20 different tools in the past for different tasks, and deeply understanding the precise flow of information between all of those things to accomplish your end goal." "Now with Dana, all of those complex workflows can be very seamlessly orchestrated from an agentic interface where you're able to write things in plain English and receive answers in plain English." Business Breakdowns

a16z

34,705 просмотров • 26 дней назад

Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:
3:27

Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:

DeFi Dad ⟠ defidad.eth

62,600 просмотров • 8 месяцев назад

Robinhood’s Head of Crypto explains why they’re building an Ethereum L2 “You see a lot of companies right now building their own L1. We were excited about this idea of controlling everything you want to build, but creating the security of a real, proper, decentralized chain is extremely difficult, and you basically get that for free with Ethereum.” “When you look at some of these new L1s that are being created: it’s not really decentralized and it’s not really secure — at the end of the day it’s basically a fancy database that’s a bit slower to use than an actual database, so we didn’t really see the value in that. With Ethereum we get the security by default.” “The second thing that we get by building an L2 is all of the liquidity that is already on every EVM-compatible chains. That was also a very important decision factor for us. If we really want to bring the stock market on-chain, we need to have this liquidity. It’s not going to be possible if it’s in a closed loop or a closed chain that nobody can access.” “For us, those were the two elements that we really wanted to focus on, and that’s why we decided to build on Ethereum.” Source: DeFi Dad ⟠ defidad.eth (Dec 2025)
1:40

Robinhood’s Head of Crypto explains why they’re building an Ethereum L2 “You see a lot of companies right now building their own L1. We were excited about this idea of controlling everything you want to build, but creating the security of a real, proper, decentralized chain is extremely difficult, and you basically get that for free with Ethereum.” “When you look at some of these new L1s that are being created: it’s not really decentralized and it’s not really secure — at the end of the day it’s basically a fancy database that’s a bit slower to use than an actual database, so we didn’t really see the value in that. With Ethereum we get the security by default.” “The second thing that we get by building an L2 is all of the liquidity that is already on every EVM-compatible chains. That was also a very important decision factor for us. If we really want to bring the stock market on-chain, we need to have this liquidity. It’s not going to be possible if it’s in a closed loop or a closed chain that nobody can access.” “For us, those were the two elements that we really wanted to focus on, and that’s why we decided to build on Ethereum.” Source: DeFi Dad ⟠ defidad.eth (Dec 2025)

Etherealize

26,381 просмотров • 5 месяцев назад

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”
2:43

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

Startup Archive

17,333 просмотров • 6 месяцев назад

.Applied Intuition CEO Qasar Younis says physical AI can't arrive fast enough: "By putting self-driving and intelligence on machines, we're really making some of the worst jobs on the planet honestly easier." "In the physical AI world, it's very, very different. The AI can't get there fast enough." "If you look at farming, the average American farmer is 58 years old. We have record shortages in long-haul trucking. Mining is 1% of the world's workforce, but accounts for 8% of work-related fatalities." "These are difficult jobs, and people are just choosing they don't wanna be away from family in unsafe circumstances." "The impact can be very, very quick and very, very significant in areas where there's a lot of demand." Qasar Younis on Business Breakdowns
1:48

.Applied Intuition CEO Qasar Younis says physical AI can't arrive fast enough: "By putting self-driving and intelligence on machines, we're really making some of the worst jobs on the planet honestly easier." "In the physical AI world, it's very, very different. The AI can't get there fast enough." "If you look at farming, the average American farmer is 58 years old. We have record shortages in long-haul trucking. Mining is 1% of the world's workforce, but accounts for 8% of work-related fatalities." "These are difficult jobs, and people are just choosing they don't wanna be away from family in unsafe circumstances." "The impact can be very, very quick and very, very significant in areas where there's a lot of demand." Qasar Younis on Business Breakdowns

a16z

34,409 просмотров • 26 дней назад

🎙️ Ryan Kalkbrenner: "I don't think I ever played any lineups like that in college, and getting to do that with Hannes (Steinbach) is fun. He's a really smart and skilled big, so being able to do some different things out there is really cool. It lets us explore some stuff in our game and our offensive playbook." 🎙️ "It's the NBA, there's gonna be roster turnover, staff turnover... but the culture that Coach (Charles) Lee and ownership and management have set has been really key to our success last year and building into this year. You see it with those guys coming to support us, you see it with the guys on the bench supporting the guys out on the court. We really have a good culture here, and it's a lot of fun to be a part of... the product on the court is just gonna get even better because of that." (📹
1:28

🎙️ Ryan Kalkbrenner: "I don't think I ever played any lineups like that in college, and getting to do that with Hannes (Steinbach) is fun. He's a really smart and skilled big, so being able to do some different things out there is really cool. It lets us explore some stuff in our game and our offensive playbook." 🎙️ "It's the NBA, there's gonna be roster turnover, staff turnover... but the culture that Coach (Charles) Lee and ownership and management have set has been really key to our success last year and building into this year. You see it with those guys coming to support us, you see it with the guys on the bench supporting the guys out on the court. We really have a good culture here, and it's a lot of fun to be a part of... the product on the court is just gonna get even better because of that." (📹

r/CharlotteHornets

15,782 просмотров • 1 месяц назад

Steven Sinofsky on why it's hard for AI to diffuse through firms: "Algorithmic thinking is really, really, really hard for the vast majority of people who have jobs… If you were to go into any person and ask them to create a flow chart for a particular thing that they have to go do, they would probably fail at producing that flow chart." "So within any organization, say doing a marketing plan… one person probably understands and could document the flow chart. So if you put one of these agents or this coworking tool in front of people… their ability to explain to it what to do is really, really limited." "You're basically just developing the next abstraction layer for how people interact… at each level of the abstraction layer, [it's] been a highly skilled, very specific individual within an organization… and then the little parts they build become little toollets… and some people can stitch together and some can't." Steven Sinofsky
1:21

Steven Sinofsky on why it's hard for AI to diffuse through firms: "Algorithmic thinking is really, really, really hard for the vast majority of people who have jobs… If you were to go into any person and ask them to create a flow chart for a particular thing that they have to go do, they would probably fail at producing that flow chart." "So within any organization, say doing a marketing plan… one person probably understands and could document the flow chart. So if you put one of these agents or this coworking tool in front of people… their ability to explain to it what to do is really, really limited." "You're basically just developing the next abstraction layer for how people interact… at each level of the abstraction layer, [it's] been a highly skilled, very specific individual within an organization… and then the little parts they build become little toollets… and some people can stitch together and some can't." Steven Sinofsky

a16z

232,074 просмотров • 4 месяцев назад

Mark Zuckerberg on why he prefers to recruit people directly out of college In this interview from 2005, a 21-year-old Mark Zuckerberg is asked what he looks for in a new hire. There’s two things, he says. “Number one is raw intelligence. You can hire someone who has been doing software engineering for 10 years, and if they’ve been doing it for 10 years, that’s probably what they’ll be doing for the rest of their life. That’s cool — there are some things that that person can do and they’re definitely useful in an organization and can do a lot of stuff. But if you find someone whose raw intelligence exceeds theirs but has 10 years less experience, they can probably adapt and learn way quicker. Within a very short amount of time they’ll be able to do a lot of things that [the person with 10 years of experience] will never be able to do. So that’s the most important thing that I look for.” The second thing he looks for is alignment with what the company is trying to do: “People can be really smart or have skills that are directly applicable, but if they don’t really believe in it, then they’re not going to work hard or care enough to develop the relevant experience in order to succeed. The best people I’ve hired so far have been people who didn’t really have that much engineering experience. I hired a couple of electric engineers out of Stanford to do programming stuff, and they had very little programming experience going in, but they were really smart and really willing to go at it. The guy who just wrote photos was one of those guys, and if you’re willing to just do whatever it takes to get photos out, then you’re probably more valuable than someone who is just a career software engineer.” He concludes: “Those are the things I’m looking for and why I would rather recruit people out of college.” Video source: Stanford eCorner (2005)
1:50

Mark Zuckerberg on why he prefers to recruit people directly out of college In this interview from 2005, a 21-year-old Mark Zuckerberg is asked what he looks for in a new hire. There’s two things, he says. “Number one is raw intelligence. You can hire someone who has been doing software engineering for 10 years, and if they’ve been doing it for 10 years, that’s probably what they’ll be doing for the rest of their life. That’s cool — there are some things that that person can do and they’re definitely useful in an organization and can do a lot of stuff. But if you find someone whose raw intelligence exceeds theirs but has 10 years less experience, they can probably adapt and learn way quicker. Within a very short amount of time they’ll be able to do a lot of things that [the person with 10 years of experience] will never be able to do. So that’s the most important thing that I look for.” The second thing he looks for is alignment with what the company is trying to do: “People can be really smart or have skills that are directly applicable, but if they don’t really believe in it, then they’re not going to work hard or care enough to develop the relevant experience in order to succeed. The best people I’ve hired so far have been people who didn’t really have that much engineering experience. I hired a couple of electric engineers out of Stanford to do programming stuff, and they had very little programming experience going in, but they were really smart and really willing to go at it. The guy who just wrote photos was one of those guys, and if you’re willing to just do whatever it takes to get photos out, then you’re probably more valuable than someone who is just a career software engineer.” He concludes: “Those are the things I’m looking for and why I would rather recruit people out of college.” Video source: Stanford eCorner (2005)

Startup Archive

54,696 просмотров • 7 месяцев назад

Qasar Younis was COO of Y Combinator when Sam Altman was its president. Peter Ludwig was an early engineer on Android Automotive at Google. Both are Detroit guys with family roots at General Motors. In 2017, they started Applied Intuition to make a billion machines intelligent. Putting intelligence into a machine is one of the hardest problems in technology. A car, a tractor, and a mining vehicle each have different hardware, different sensors, and lives on the line if the software fails. So instead of building one machine, they built the technology that goes into all of them. Cars, trucks, defense vehicles, mining equipment, combines, robots. Like Nvidia sells chips into everyone else's machines, Applied Intuition sells intelligence. They are the only company in the world that does this across all of these industries. They have raised about a billion dollars. They have never spent any of it. Qasar believes that when we look back 25 years from now, the most important companies in the world will all be physical AI companies. Last week they launched Dana, an agent platform built to get there faster. Enjoy! Qasar Younis Applied Intuition Timestamps: 0:00 Intro 4:08 Why Physical AI Will Be Enormous 5:54 What Applied Intuition Actually Builds 9:25 Timing the Autonomous Revolution 13:59 From Tools to a Full AI Stack 21:40 Why Chatbots Can’t Build Robots 25:18 The Physical AI Data Flywheel 28:19 The Moat Behind Machine Intelligence 30:13 What’s Slowing Physical AI Down? 32:30 Applied Intuition’s Business Model 36:10 Competing in a Massive Market 39:24 The Hardware Renaissance 41:09 Why They Raised $1 Billion 43:49 A World Filled With Intelligent Machines
51:44

Qasar Younis was COO of Y Combinator when Sam Altman was its president. Peter Ludwig was an early engineer on Android Automotive at Google. Both are Detroit guys with family roots at General Motors. In 2017, they started Applied Intuition to make a billion machines intelligent. Putting intelligence into a machine is one of the hardest problems in technology. A car, a tractor, and a mining vehicle each have different hardware, different sensors, and lives on the line if the software fails. So instead of building one machine, they built the technology that goes into all of them. Cars, trucks, defense vehicles, mining equipment, combines, robots. Like Nvidia sells chips into everyone else's machines, Applied Intuition sells intelligence. They are the only company in the world that does this across all of these industries. They have raised about a billion dollars. They have never spent any of it. Qasar believes that when we look back 25 years from now, the most important companies in the world will all be physical AI companies. Last week they launched Dana, an agent platform built to get there faster. Enjoy! Qasar Younis Applied Intuition Timestamps: 0:00 Intro 4:08 Why Physical AI Will Be Enormous 5:54 What Applied Intuition Actually Builds 9:25 Timing the Autonomous Revolution 13:59 From Tools to a Full AI Stack 21:40 Why Chatbots Can’t Build Robots 25:18 The Physical AI Data Flywheel 28:19 The Moat Behind Machine Intelligence 30:13 What’s Slowing Physical AI Down? 32:30 Applied Intuition’s Business Model 36:10 Competing in a Massive Market 39:24 The Hardware Renaissance 41:09 Why They Raised $1 Billion 43:49 A World Filled With Intelligent Machines

Business Breakdowns

27,283 просмотров • 27 дней назад

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."
2:15

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."

Founder Mode

39,005 просмотров • 7 месяцев назад

#F1 | Lewis Hamilton believes the team is very well equipped to take on the 2026 season: “Just to be in Fiorano, you know, to be at Ferrari, to be here, to know that this is a start of a long journey, but one that I know that it just feels right, I think the team is in the best place it’s been, I think, for the time I’ve been here. And seeing everyone so motivated and driven, I think we’re really on it.” “We’ve got a lot of work to do to really make sure we do all the diligence and we really understand this car and we really have to be quick to react, be very dynamic but I feel like all hands are on deck so I’m sure we can do that.”
0:43

#F1 | Lewis Hamilton believes the team is very well equipped to take on the 2026 season: “Just to be in Fiorano, you know, to be at Ferrari, to be here, to know that this is a start of a long journey, but one that I know that it just feels right, I think the team is in the best place it’s been, I think, for the time I’ve been here. And seeing everyone so motivated and driven, I think we’re really on it.” “We’ve got a lot of work to do to really make sure we do all the diligence and we really understand this car and we really have to be quick to react, be very dynamic but I feel like all hands are on deck so I’m sure we can do that.”

deni

23,078 просмотров • 7 месяцев назад

Bret Weintein asks "what is this all really for?" "If you look at the push towards tokenization of assets, towards central bank digital currencies—that is programmable money that can be turned off if you displease the powers that be. If you look at the creation of these massive data centers, is that really about citizen use of AI? Maybe some of it is, but is it really about creating a storehouse of information that will allow you to be controlled and locked down? That’s certainly the impression I have. We didn’t have a discussion about any of this. This is happening, and then we have to react to it because it’s all on a freight train headed down the line… and we’re always playing defense. So it’s pretty frightening stuff. And at some level, we have a moral right to object. We’re not being given the opportunity to object..."
1:06

Bret Weintein asks "what is this all really for?" "If you look at the push towards tokenization of assets, towards central bank digital currencies—that is programmable money that can be turned off if you displease the powers that be. If you look at the creation of these massive data centers, is that really about citizen use of AI? Maybe some of it is, but is it really about creating a storehouse of information that will allow you to be controlled and locked down? That’s certainly the impression I have. We didn’t have a discussion about any of this. This is happening, and then we have to react to it because it’s all on a freight train headed down the line… and we’re always playing defense. So it’s pretty frightening stuff. And at some level, we have a moral right to object. We’re not being given the opportunity to object..."

The DarkHorse Podcast

323,977 просмотров • 1 месяц назад

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”
2:56

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

DogeDesigner

64,019 просмотров • 12 дней назад

Sam Altman reveals building Codex was a "crazy kamikaze mission" to beat Claude Code and that most of the best coders he knows now use Codex. "We were way behind Claude Code, and it seemed like a kind of crazy kamikaze mission to try to beat them with a coding app." "The consensus is that this kind of thing never works, and you just move on to the next one. It's a fool's errand to try to win when someone else already has momentum in a particular product category." "But we decided we thought it was really important. We asked a team to do it, and they performed a legitimate, unbelievable, very rare in the history of business thing." "Now it is the product that most of the best coders I know use." "That felt like an impossible thing, but if we hadn't asked the team, hey, we have a really important but extremely hard mission for you, it just wouldn't have happened."
0:58

Sam Altman reveals building Codex was a "crazy kamikaze mission" to beat Claude Code and that most of the best coders he knows now use Codex. "We were way behind Claude Code, and it seemed like a kind of crazy kamikaze mission to try to beat them with a coding app." "The consensus is that this kind of thing never works, and you just move on to the next one. It's a fool's errand to try to win when someone else already has momentum in a particular product category." "But we decided we thought it was really important. We asked a team to do it, and they performed a legitimate, unbelievable, very rare in the history of business thing." "Now it is the product that most of the best coders I know use." "That felt like an impossible thing, but if we hadn't asked the team, hey, we have a really important but extremely hard mission for you, it just wouldn't have happened."

Fireside Alpha

1,261,432 просмотров • 29 дней назад

ELON: I’M SPENDING MANY BRAIN CYCLES ON SCALING OPTIMUS PRODUCTION “We're finalizing the design of Optimus version 3. That really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and it will be made in very high volume. If you see any other robotics company, they're missing those three things. Those are the three really hard things. I spend actually at this point more of my mental cycles than anything else, any other single thing, on Optimus. That's solving for real-world AI. There is no supply chain that exists for humanoid robots, so we have to recreate it from scratch, which requires doing a lot of vertical integration.” Source: Interview at the All-In Summit, September 10, 2025
0:55

ELON: I’M SPENDING MANY BRAIN CYCLES ON SCALING OPTIMUS PRODUCTION “We're finalizing the design of Optimus version 3. That really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and it will be made in very high volume. If you see any other robotics company, they're missing those three things. Those are the three really hard things. I spend actually at this point more of my mental cycles than anything else, any other single thing, on Optimus. That's solving for real-world AI. There is no supply chain that exists for humanoid robots, so we have to recreate it from scratch, which requires doing a lot of vertical integration.” Source: Interview at the All-In Summit, September 10, 2025

Mario Nawfal

1,534,673 просмотров • 11 месяцев назад

Fort: This is my community.I'm doing the best that I can to tell the stories of what's really happening. And as an American born citizen, it's always been my understanding that I have that protection under the constitution… But today, the way that I was treated for simply doing my job, the way that I have been criminalized and dehumanized, it makes me really, really wonder if our constitution is something of the past and if it's just a thing made up of empty promises.
1:12

Fort: This is my community.I'm doing the best that I can to tell the stories of what's really happening. And as an American born citizen, it's always been my understanding that I have that protection under the constitution… But today, the way that I was treated for simply doing my job, the way that I have been criminalized and dehumanized, it makes me really, really wonder if our constitution is something of the past and if it's just a thing made up of empty promises.

Acyn

33,436 просмотров • 6 месяцев назад

I got to ask Jensen a question today at CES 2026. Question: What advice would you give to a new robotics founder for them to choose the right application space or the right idea so that they can have the most impact and most differentiation? Jensen's answer (short summary): The real strategic choice is between a horizontal play and a vertical one. Horizontal competition comes from every direction, but focusing on a specific vertical allows you to solve the hardest problems for a specific industry. Whether it’s EMS manufacturing or surgical robotics, that deep domain expertise is very beneficial. Jensen's full answer: Well, first of all, let's take a step back. As you know, NVIDIA, here we were just talking about AI factories. And that AI factory—our contribution, our chips, systems, infrastructure, which is software, and model technology. Is that right? That's kind of the NVIDIA stack. And that's an AI factory. In order to build robotic systems, you really need three different computers. You need the training computer, which I just described. And then you need another computer for doing simulation, because the robot needs to learn how to practice and be evaluated inside a virtual world that's physically precise, so that it doesn't have to do crazy stuff in the physical world while it's still learning. And so we create a virtual world that obeys the laws of physics, and I've demonstrated it several times, and that virtual world is called Omniverse. And so that's a second computer. And that computer is much more like one of our gaming computers, and the GPU that we use for that is RTX Pro. Basically an RTX. And then the third computer is the computer that goes into the robot. It's the robot brain. And that robot computer we call Orin today, and then the next generation is called Thor. And it has its own stack. So Thor has a super-fast inference stack. It runs a safety operating system, like the safety operating system we have in the car, because you want the robot to stay in its guardrails and not do things that it's not confident in doing. And so, you have your stack, and then you have your model. And the model could be fine articulation, manipulation, and locomotion, and each one of those, it could be system one and system two thinking. The technology necessary to build a robot is incredible. And so I just described for you, in order to be a robotics company, you have to have three computers. You have to understand all three stacks, and you have to build this robotic system, not to mention all the electronics and the mechanicals necessary to do it. It's incredibly hard. However, as you know, these pieces of technology independently have been coming together. Isn't that right? Which is really what happens to a new industry, is when there's enabling technology necessary for the industry itself, but it rides on the contributions of the technology advances in other industry that it doesn't have to worry about. And so the humanoid industry is riding on the work of the AI factories we're building for other mainstream stuff and other AI stuff. And our Omniverse was designed for other applications and different other digital twin capabilities. And so all this stuff is now coming together. The question is for robotics, ultimately, it comes down to a couple of different questions. Do you want to be a horizontal company, or do you want to be a vertically domain-specific company? The benefit of a horizontal company, of course, is that you less worry about the application, you more worry about the technology, and if you succeed, your scale can be quite large. However, horizontal plays are incredibly hard. Your competition comes from every single direction. Now, on domain, if you want to be domain-specific, then you're going to have to understand the particular application quite deeply. So maybe it's something to do with EMS manufacturing, assembly of these AI supercomputers. Maybe it's related to building cars in factories. Whatever the reasons are, your domain expertise—could be surgical robots—domain expertise could really be a benefit. My preference usually—and you asked, so I'll offer—my preference tends to be to go find verticals, but that's kind of my preference. Some companies, some leaders just would prefer to build horizontal capability, and that's fine, too.
0:59

I got to ask Jensen a question today at CES 2026. Question: What advice would you give to a new robotics founder for them to choose the right application space or the right idea so that they can have the most impact and most differentiation? Jensen's answer (short summary): The real strategic choice is between a horizontal play and a vertical one. Horizontal competition comes from every direction, but focusing on a specific vertical allows you to solve the hardest problems for a specific industry. Whether it’s EMS manufacturing or surgical robotics, that deep domain expertise is very beneficial. Jensen's full answer: Well, first of all, let's take a step back. As you know, NVIDIA, here we were just talking about AI factories. And that AI factory—our contribution, our chips, systems, infrastructure, which is software, and model technology. Is that right? That's kind of the NVIDIA stack. And that's an AI factory. In order to build robotic systems, you really need three different computers. You need the training computer, which I just described. And then you need another computer for doing simulation, because the robot needs to learn how to practice and be evaluated inside a virtual world that's physically precise, so that it doesn't have to do crazy stuff in the physical world while it's still learning. And so we create a virtual world that obeys the laws of physics, and I've demonstrated it several times, and that virtual world is called Omniverse. And so that's a second computer. And that computer is much more like one of our gaming computers, and the GPU that we use for that is RTX Pro. Basically an RTX. And then the third computer is the computer that goes into the robot. It's the robot brain. And that robot computer we call Orin today, and then the next generation is called Thor. And it has its own stack. So Thor has a super-fast inference stack. It runs a safety operating system, like the safety operating system we have in the car, because you want the robot to stay in its guardrails and not do things that it's not confident in doing. And so, you have your stack, and then you have your model. And the model could be fine articulation, manipulation, and locomotion, and each one of those, it could be system one and system two thinking. The technology necessary to build a robot is incredible. And so I just described for you, in order to be a robotics company, you have to have three computers. You have to understand all three stacks, and you have to build this robotic system, not to mention all the electronics and the mechanicals necessary to do it. It's incredibly hard. However, as you know, these pieces of technology independently have been coming together. Isn't that right? Which is really what happens to a new industry, is when there's enabling technology necessary for the industry itself, but it rides on the contributions of the technology advances in other industry that it doesn't have to worry about. And so the humanoid industry is riding on the work of the AI factories we're building for other mainstream stuff and other AI stuff. And our Omniverse was designed for other applications and different other digital twin capabilities. And so all this stuff is now coming together. The question is for robotics, ultimately, it comes down to a couple of different questions. Do you want to be a horizontal company, or do you want to be a vertically domain-specific company? The benefit of a horizontal company, of course, is that you less worry about the application, you more worry about the technology, and if you succeed, your scale can be quite large. However, horizontal plays are incredibly hard. Your competition comes from every single direction. Now, on domain, if you want to be domain-specific, then you're going to have to understand the particular application quite deeply. So maybe it's something to do with EMS manufacturing, assembly of these AI supercomputers. Maybe it's related to building cars in factories. Whatever the reasons are, your domain expertise—could be surgical robots—domain expertise could really be a benefit. My preference usually—and you asked, so I'll offer—my preference tends to be to go find verticals, but that's kind of my preference. Some companies, some leaders just would prefer to build horizontal capability, and that's fine, too.

The Humanoid Hub

40,043 просмотров • 7 месяцев назад

🎥 || Lewis Hamilton after first runs in the SF-26. “Immediately you’re trying to get a feel for anything, feeling through your body, through the G-long, through the vibrations of the seat and the suspension. You’re trying to pick up all these little bits of information in the little time that you have and then just to be in Fiorano, you know, to be at Ferrari, to be here, to know that this is a start of a long journey.” “But one that I know that it just feels right, I think the team is in the best place, it’s been, I think for the time I’ve been here. And seeing everyone so motivated and driven, I think we’re really on it.” “We’ve got a lot of work to do to really make sure we do all the diligence and we really understand this car and we really have to be quick to react, be very dynamic but I feel like all hands are on deck so I’m sure we can do that.”
1:03

🎥 || Lewis Hamilton after first runs in the SF-26. “Immediately you’re trying to get a feel for anything, feeling through your body, through the G-long, through the vibrations of the seat and the suspension. You’re trying to pick up all these little bits of information in the little time that you have and then just to be in Fiorano, you know, to be at Ferrari, to be here, to know that this is a start of a long journey.” “But one that I know that it just feels right, I think the team is in the best place, it’s been, I think for the time I’ve been here. And seeing everyone so motivated and driven, I think we’re really on it.” “We’ve got a lot of work to do to really make sure we do all the diligence and we really understand this car and we really have to be quick to react, be very dynamic but I feel like all hands are on deck so I’m sure we can do that.”

sin ⁴⁴

106,625 просмотров • 7 месяцев назад

.benahorowitz.eth explains why moats like code and UI may not work in the AI era: "For my entire career, the one thing that you knew about technology companies is you couldn't throw money at the problem." "With AI, that's really changed in that you can throw money at the problem because if you have enough GPUs and enough data, you can basically solve most problems right now." "The capital race becomes a real thing and you have to think through, okay, code is not really a moat the way it was in the past, and user interface isn't really a moat."
1:33

.benahorowitz.eth explains why moats like code and UI may not work in the AI era: "For my entire career, the one thing that you knew about technology companies is you couldn't throw money at the problem." "With AI, that's really changed in that you can throw money at the problem because if you have enough GPUs and enough data, you can basically solve most problems right now." "The capital race becomes a real thing and you have to think through, okay, code is not really a moat the way it was in the past, and user interface isn't really a moat."

a16z

19,416 просмотров • 3 месяцев назад