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autonomous robotaxis are going to change the world waymo's fleet is already doing 100K+ paid rides per week so, the besties had to hear from Waymo co-ceo Tekedra N Mawakana at the all-in summit! 🔥 (0:00) the besties welcome tekedra (1:43) joining Waymo, breaking down their approach vs competitors... show more

The All-In Podcast

549,404 subscribers

120,226 просмотров • 1 год назад •via X (Twitter)

Финансы Наука и технологии Новости и политика

Anya Rossi• Live Now

Private livecam show

Комментарии: 10

Фото профиля daniel 🦌

daniel 🦌1 год назад

@Waymo @TechTekedra Tesla is going to crush the company into a fine pulp.

Фото профиля Brenden Mulligan

Brenden Mulligan1 год назад

@Waymo @TechTekedra @Jason you all really should just release audio only versions of every talk as a bonus episode for the next X weeks. great content and getting it in your feed will mean more people can hear it

Фото профиля Oleg Kostour 🇺🇦🇨🇦🇺🇸

Oleg Kostour 🇺🇦🇨🇦🇺🇸1 год назад

@Waymo @TechTekedra "Co-CEO" sounds like a power struggle at the executive level that hasn't been resolved yet.

Фото профиля Mike

Mike1 год назад

This is how you scale 📈

Фото профиля Sitesh Shrivastava

Sitesh Shrivastava1 год назад

@Waymo @TechTekedra Building single best driver in the world is great framing for L4+ I started taking waymo rides in SF last year and it's magical; scaling this tech is going to change our lives in physical world in epic ways!

Фото профиля brun choplifter

brun choplifter1 год назад

@Waymo @TechTekedra Good to see Waymo won't be a competitor.

Фото профиля I know the future

I know the future1 год назад

@Waymo @TechTekedra I don’t want to ruin it for me and others. But the all in podcast provides such premium content that it should be paid for. @friedberg @Jason @DavidSacks @chamath

Фото профиля TheEarningsNugget

TheEarningsNugget1 год назад

@Waymo @TechTekedra "Tekedra Mawakana, Co-CEO of Waymo | All-In Summit 2024" KEY POINTS

Фото профиля Uzi Obi

Uzi Obi1 год назад

@Waymo @TechTekedra Awesome interview

Фото профиля Frederick von Rönge

Frederick von Rönge1 год назад

@Waymo @TechTekedra Take it behind the barn and shoot it.

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Waymo's Approach to Self-Driving: Building the World's Greatest Driver As Waymo gears up to start testing in NYC, here is Co-CEO Tekedra Mawakana explaining their "One Driver" approach at last year's All-In Summit: " We drive in a week more than a human drives in a lifetime." "You can say that as a company that runs fleets, but we're the only company where it's one driver." "That's not the way the world is organized right now." "Everyone has a lot of drivers, and all of those drivers have different capabilities." "This is one driver learning all the time in unison." "What can we demonstrate that's possible?" "What are policy makers five years from now really going to want to know and how will they be able to derive from what we're doing today?" Recorded at the 2024 All-In Summit Tekedra N Mawakana Waymo

Waymo's Approach to Self-Driving: Building the World's Greatest Driver As Waymo gears up to start testing in NYC, here is Co-CEO Tekedra Mawakana explaining their "One Driver" approach at last year's All-In Summit: " We drive in a week more than a human drives in a lifetime." "You can say that as a company that runs fleets, but we're the only company where it's one driver." "That's not the way the world is organized right now." "Everyone has a lot of drivers, and all of those drivers have different capabilities." "This is one driver learning all the time in unison." "What can we demonstrate that's possible?" "What are policy makers five years from now really going to want to know and how will they be able to derive from what we're doing today?" Recorded at the 2024 All-In Summit Tekedra N Mawakana Waymo

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Cathie Wood on Moonshots podcast (Jan 2026): Tesla is set to lead the robotaxi revolution and leave competitors like Waymo behind. Key points from her: - Tesla wins big due to vertical integration (batteries, chips, manufacturing, AI—all in-house), driving costs down dramatically. - Expected cost per mile: ~$0.20 for Tesla vs. significantly higher for Waymo's supplier-dependent model. - Waymo currently limited (~3,000 vehicles, geo-fenced areas), while Tesla scales via owner fleet + purpose-built vehicles. - This disrupts Uber/Lyft (surge prices up to $2.80/mile become obsolete), with robotaxis potentially hitting 80% of rides in 4-5 years. - Owners can flip their Teslas into revenue-generating assets—earn while you sleep!

Cathie Wood on Moonshots podcast (Jan 2026): Tesla is set to lead the robotaxi revolution and leave competitors like Waymo behind. Key points from her: - Tesla wins big due to vertical integration (batteries, chips, manufacturing, AI—all in-house), driving costs down dramatically. - Expected cost per mile: ~$0.20 for Tesla vs. significantly higher for Waymo's supplier-dependent model. - Waymo currently limited (~3,000 vehicles, geo-fenced areas), while Tesla scales via owner fleet + purpose-built vehicles. - This disrupts Uber/Lyft (surge prices up to $2.80/mile become obsolete), with robotaxis potentially hitting 80% of rides in 4-5 years. - Owners can flip their Teslas into revenue-generating assets—earn while you sleep!

Tesla Owners Silicon Valley

18,884 просмотров • 5 месяцев назад

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

34,323 просмотров • 23 дней назад

AVs on Uber's platform see 30% higher utilization... In 2020, Uber sold its self-driving unit. Since then, they've become the biggest aggregator of AV supply, partnering with nearly every AV provider (eg Waymo). Dara explains their strategy: "We're allowing these companies to really focus on building the driver. We are building services around them. We're securing depots, charging, and working with fleet partners. We're securing financing. We just announced a billion-dollar financing line with Santander for EV fleets and AV fleets. We're working on autonomous insurance as well. We're building the entire ecosystem so someone who builds a driver can get those cars in the road, and then, we have all the supporting infrastructure. When they hit market, we've got instant demand for them. AVs that are on our network are 30% or more busy than 1P AVs who aren't using our network. A Waymo, of course they want to build their own brand and their own channel, but at the same time we are able to drive more utilization for them when their cars are on our network. We think there's going to be an amalgamation of business models. There already is in travel, there already is in food — same thing will happen in transportation."

Patrick OShaughnessy

45,488 просмотров • 2 месяцев назад

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!

Teslaconomics

473,695 просмотров • 1 год назад

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We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------

Rallies

73,519 просмотров • 1 год назад

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.

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212,043 просмотров • 7 месяцев назад

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53,587 просмотров • 1 год назад

My first interview with Sam Altman, Co-Founder of OpenAI. 0:04 How to start a startup 3:30 Trusting exponentials 4:57 Operating in chaotic environments 6:12 Learning to enjoy painful experiences 8:03 Creating abundant intelligence 11:15 Keeping core suppliers on OpenAI’s timelines 12:10 Invention of the joint-stock company 15:30 The best CEOs aren’t sociopaths 16:46 We are in the singularity 18:09 AI authoritarianism vs liberty 19:24 Texting 300-400 people a day 20:32 Having a small number of deep beliefs about the future 21:41 Critical path 22:25 Thinking about what’s next 23:38 Getting on planes in marginal situations 28:16 Buying lots of compute 30:51 Ambition 34:00 Google shouldn’t have let OpenAI survive 37:54 Having his life shot through a cannon after the launch of ChatGPT 41:20 The growth of Codex 42:02 The Death Star tweet 44:46 Status games and desire to be useful 47:57 Not being ambitious enough on compute investments 50:26 Execution 51:45 Ask for what you want 54:11 First few weeks of OpenAI 55:15 Shutting down Sora to focus on Codex 57:44 Designing beautiful products 59:01 Getting addicted to TikTok 1:01:03 Inventing a new device 1:02:53 Try to get better at your strengths 1:05:57 Masa is an n of 1 1:07:11 Real trends vs fake trends

My first interview with Sam Altman, Co-Founder of OpenAI. 0:04 How to start a startup 3:30 Trusting exponentials 4:57 Operating in chaotic environments 6:12 Learning to enjoy painful experiences 8:03 Creating abundant intelligence 11:15 Keeping core suppliers on OpenAI’s timelines 12:10 Invention of the joint-stock company 15:30 The best CEOs aren’t sociopaths 16:46 We are in the singularity 18:09 AI authoritarianism vs liberty 19:24 Texting 300-400 people a day 20:32 Having a small number of deep beliefs about the future 21:41 Critical path 22:25 Thinking about what’s next 23:38 Getting on planes in marginal situations 28:16 Buying lots of compute 30:51 Ambition 34:00 Google shouldn’t have let OpenAI survive 37:54 Having his life shot through a cannon after the launch of ChatGPT 41:20 The growth of Codex 42:02 The Death Star tweet 44:46 Status games and desire to be useful 47:57 Not being ambitious enough on compute investments 50:26 Execution 51:45 Ask for what you want 54:11 First few weeks of OpenAI 55:15 Shutting down Sora to focus on Codex 57:44 Designing beautiful products 59:01 Getting addicted to TikTok 1:01:03 Inventing a new device 1:02:53 Try to get better at your strengths 1:05:57 Masa is an n of 1 1:07:11 Real trends vs fake trends

Ti Morse

948,584 просмотров • 8 дней назад

In the early days of Waymo's service in Phoenix, they had a large number of roadside assistance vans traveling alongside their vehicles, each with two people inside. When the Waymo vehicle got stuck, one person would jump out of the RA van and drive the car. Today Waymo still has roadside assistance vans ready to help when a car has an issue, but they don't have to be directly with one car — issues are rare enough that a few roadside assistance vans can handle a much larger fleet. It's funny to see people take shots at Tesla for doing the same. Of course they're going to be careful with the first customer deployment. No, someone isn't secretly controlling the car from outside. The AI model on the car is driving the car. Go test drive any Tesla and find out for yourself. It doesn't need help from anyone, it can see and react to things before you do.

In the early days of Waymo's service in Phoenix, they had a large number of roadside assistance vans traveling alongside their vehicles, each with two people inside. When the Waymo vehicle got stuck, one person would jump out of the RA van and drive the car. Today Waymo still has roadside assistance vans ready to help when a car has an issue, but they don't have to be directly with one car — issues are rare enough that a few roadside assistance vans can handle a much larger fleet. It's funny to see people take shots at Tesla for doing the same. Of course they're going to be careful with the first customer deployment. No, someone isn't secretly controlling the car from outside. The AI model on the car is driving the car. Go test drive any Tesla and find out for yourself. It doesn't need help from anyone, it can see and react to things before you do.

Whole Mars Catalog

95,641 просмотров • 6 месяцев назад

Zach Yadegari on selling Cal ai after hitting ~$50M ARR at 18-years-old (0:00) From $1M/Month at 17 to Selling at 18 (0:34) $30M Year, $50M ARR Run-Rate & The MyFitnessPal Deal (4:09) How Cal ai Scaled From $1M to $5.7M/Month (5:48) The Paid Ads Breakthrough (TikTok, IG, Meta) (7:34) Attribution Hack: Custom App Store Pages (9:00) The $500K MrBeast Sponsorship - Was It Worth It? (13:11) Why Agencies Failed & Bringing Ads In-House (16:48) Campaign Structure: Scaling vs Testing + Creative First (22:44) Hiring A-Players & Building a 30-Person Team (30:08) Why It’s the Best Time Ever to Build an App (37:12) How College Kids Should Start (Marketing > Coding) (57:38) Speed, Self-Belief & The Mindset Behind $50M ARR

Zach Yadegari on selling Cal ai after hitting ~$50M ARR at 18-years-old (0:00) From $1M/Month at 17 to Selling at 18 (0:34) $30M Year, $50M ARR Run-Rate & The MyFitnessPal Deal (4:09) How Cal ai Scaled From $1M to $5.7M/Month (5:48) The Paid Ads Breakthrough (TikTok, IG, Meta) (7:34) Attribution Hack: Custom App Store Pages (9:00) The $500K MrBeast Sponsorship - Was It Worth It? (13:11) Why Agencies Failed & Bringing Ads In-House (16:48) Campaign Structure: Scaling vs Testing + Creative First (22:44) Hiring A-Players & Building a 30-Person Team (30:08) Why It’s the Best Time Ever to Build an App (37:12) How College Kids Should Start (Marketing > Coding) (57:38) Speed, Self-Belief & The Mindset Behind $50M ARR

Brett Malinowski

122,373 просмотров • 5 месяцев назад

Ulysses is coming out of stealth today with: ‣ $1 million in revenue ‣ $2 million raised ‣ 5 hardware generations ...one year after their founding. They're building autonomous underwater drones — first to restore seagrass, and someday to counteract narco-subs. Ulysses co-founder and CEO Akhil Voorakkara met me at my office in San Francisco to talk through the technical details. HD Version at the link in my bio. Timestamps: 00:00 — Introducing Ulysses 02:20 — What is their robot capable of? 04:20 — How are they iterating so quickly through hardware prototypes? 12:57 — Why not buy more off the shelf? 16:15 — What technical requirements drove the hardware design? 21:06 — What other designs inspired this one? 23:28 — Underwater Design 101 30:38 — Why make it autonomous? 32:39 — What is their approach to autonomy? 36:44 — How did Ulysses decide to focus on sea restoration? 44:47 — Who else is building underwater drones? 47:57 — How do their drones differ from the more expensive existing ones? 49:05 — What limits drone working lifetime? 50:35 — How can you make technical progress with <5 employees? 54:51 — What's the next technical milestone to clear?

Ulysses is coming out of stealth today with: ‣ $1 million in revenue ‣ $2 million raised ‣ 5 hardware generations ...one year after their founding. They're building autonomous underwater drones — first to restore seagrass, and someday to counteract narco-subs. Ulysses co-founder and CEO Akhil Voorakkara met me at my office in San Francisco to talk through the technical details. HD Version at the link in my bio. Timestamps: 00:00 — Introducing Ulysses 02:20 — What is their robot capable of? 04:20 — How are they iterating so quickly through hardware prototypes? 12:57 — Why not buy more off the shelf? 16:15 — What technical requirements drove the hardware design? 21:06 — What other designs inspired this one? 23:28 — Underwater Design 101 30:38 — Why make it autonomous? 32:39 — What is their approach to autonomy? 36:44 — How did Ulysses decide to focus on sea restoration? 44:47 — Who else is building underwater drones? 47:57 — How do their drones differ from the more expensive existing ones? 49:05 — What limits drone working lifetime? 50:35 — How can you make technical progress with <5 employees? 54:51 — What's the next technical milestone to clear?

Christian Keil

79,534 просмотров • 1 год назад

NEWS: Waymo has released a new blog post detailing their AI strategy and how it’s allowing them to bring service to more riders faster. "Achieving demonstrably safe AI — where safety is proven, not just promised — requires a holistic approach. Beyond a smart and capable Driver, you also need a closed-loop, realistic Simulator to train and rigorously test the Driver in a myriad of challenging situations, and a sharp Critic to evaluate the Driver's performance and identify areas for improvement." Waymo says that autonomous driving isn’t just a matter of building a “smart driver,” but rather creating a full AI ecosystem centered on safety from the ground up. At the core is the Waymo Foundation Model, a unified world-model that powers all major components of Waymo’s autonomous stack (Driver, Simulator, Critic). "By using a “Think Fast/Think Slow” architecture (combining rapid sensor-fusion with deep semantic reasoning), this system enables the car to detect complex and rare road scenarios (e.g. a burning vehicle ahead), reason about them, and choose safe behavior. Waymo trains large “Teacher” AI-models for driving, simulation, and evaluation, then distills them into smaller, efficient “Student” models suitable for real-world deployment, while keeping safety validation tightly integrated. The result is a continuous “flywheel” of learning: driving data (real and simulated) generate feedback, which leads to refinements, more simulation, more data, and only when safety checks pass is new code deployed. Having already exceeded 100 million fully autonomous miles, Waymo reports a more than ten-fold reduction in severe-injury crashes compared to human drivers." Full blog post:

NEWS: Waymo has released a new blog post detailing their AI strategy and how it’s allowing them to bring service to more riders faster. "Achieving demonstrably safe AI — where safety is proven, not just promised — requires a holistic approach. Beyond a smart and capable Driver, you also need a closed-loop, realistic Simulator to train and rigorously test the Driver in a myriad of challenging situations, and a sharp Critic to evaluate the Driver's performance and identify areas for improvement." Waymo says that autonomous driving isn’t just a matter of building a “smart driver,” but rather creating a full AI ecosystem centered on safety from the ground up. At the core is the Waymo Foundation Model, a unified world-model that powers all major components of Waymo’s autonomous stack (Driver, Simulator, Critic). "By using a “Think Fast/Think Slow” architecture (combining rapid sensor-fusion with deep semantic reasoning), this system enables the car to detect complex and rare road scenarios (e.g. a burning vehicle ahead), reason about them, and choose safe behavior. Waymo trains large “Teacher” AI-models for driving, simulation, and evaluation, then distills them into smaller, efficient “Student” models suitable for real-world deployment, while keeping safety validation tightly integrated. The result is a continuous “flywheel” of learning: driving data (real and simulated) generate feedback, which leads to refinements, more simulation, more data, and only when safety checks pass is new code deployed. Having already exceeded 100 million fully autonomous miles, Waymo reports a more than ten-fold reduction in severe-injury crashes compared to human drivers." Full blog post:

Sawyer Merritt

83,625 просмотров • 7 месяцев назад

ARK Invest CEO Cathie Wood in a new Bloomberg interview on Tesla Robotaxi vs Waymo: "Vertical integration with Tesla means it will have the lowest cost structure, by far. If our analysis is correct, those costs as Robotaxi scales are going to drop to $0.25 per mile. The cost of transportation is going to collapse. Waymo’s cost structure, according to our estimates in 2030, will be 50% higher than Tesla’s because they’re dependent on other auto manufacturers and others in the supply chain that Tesla is not." 🎯 It will become increasingly obvious as time goes on. I seriously don’t see how anyone is going to be able to compete with Tesla at scale. Cybercabs are designed and optimized from the ground up for full-scale autonomy, with a single car rolling off the assembly line every 10 seconds or less once scaled. Nobody else is making their own cars, computers, batteries, manufacturing methods, and so on. Tesla is in a unique position that took years to build. Everything is now coming to fruition.

ARK Invest CEO Cathie Wood in a new Bloomberg interview on Tesla Robotaxi vs Waymo: "Vertical integration with Tesla means it will have the lowest cost structure, by far. If our analysis is correct, those costs as Robotaxi scales are going to drop to $0.25 per mile. The cost of transportation is going to collapse. Waymo’s cost structure, according to our estimates in 2030, will be 50% higher than Tesla’s because they’re dependent on other auto manufacturers and others in the supply chain that Tesla is not." 🎯 It will become increasingly obvious as time goes on. I seriously don’t see how anyone is going to be able to compete with Tesla at scale. Cybercabs are designed and optimized from the ground up for full-scale autonomy, with a single car rolling off the assembly line every 10 seconds or less once scaled. Nobody else is making their own cars, computers, batteries, manufacturing methods, and so on. Tesla is in a unique position that took years to build. Everything is now coming to fruition.

Nic Cruz Patane

42,298 просмотров • 2 месяцев назад

The Jeff Dean & Noam Shazeer episode. We talk about 25 years at Google, from PageRank to MapReduce to the Transformer to MoEs to AlphaChip – and soon to ASI. My favorite part was Jeff's vision for AGI as one giant MoE that is grown in bits and pieces over time like a forest, rather than trained all at once. Specialization, distillation, inference time scaling all emerge organically rather than by design. Noam bites every bullet: 100x world GDP soon; let’s get a million automated researchers running in the Google datacenter; living to see the year 3000. Links below. Enjoy! Timestamps 0:00:00 - Intro 0:03:29 - Joining Google in 1999 0:06:20 - Future of Moore's Law 0:11:04 - Future TPUs 0:13:56 - Jeff’s undergrad thesis: parallel backprop 0:15:54 - LLMs in 2007 0:25:09 - “Holy shit” moments 0:27:28 - AI fulfills Google’s original mission 0:32:00 - Doing Search in-context 0:36:12 - The internal coding model 0:37:29 - What will 2027 models do? 0:43:20 - A new architecture every day? 0:49:10 - Automated chips and intelligence explosion 0:53:07 - Future of inference scaling 1:02:38 - Already doing multi-datacenter runs 1:08:15 - Debugging at scale 1:12:41 - Fast takeoff and superalignment 1:20:51 - A million evil Jeff Deans 1:24:22 - Fun times at Google 1:27:51 - World compute demand in 2030 1:34:37 - Getting back to modularity 1:44:48 - Keeping a giga-MoE in-memory 1:49:35 - All of Google in one model 1:57:59 - What’s missing from distillation 2:03:10 - Open research, pros and cons 2:09:58 - Going the distance

The Jeff Dean & Noam Shazeer episode. We talk about 25 years at Google, from PageRank to MapReduce to the Transformer to MoEs to AlphaChip – and soon to ASI. My favorite part was Jeff's vision for AGI as one giant MoE that is grown in bits and pieces over time like a forest, rather than trained all at once. Specialization, distillation, inference time scaling all emerge organically rather than by design. Noam bites every bullet: 100x world GDP soon; let’s get a million automated researchers running in the Google datacenter; living to see the year 3000. Links below. Enjoy! Timestamps 0:00:00 - Intro 0:03:29 - Joining Google in 1999 0:06:20 - Future of Moore's Law 0:11:04 - Future TPUs 0:13:56 - Jeff’s undergrad thesis: parallel backprop 0:15:54 - LLMs in 2007 0:25:09 - “Holy shit” moments 0:27:28 - AI fulfills Google’s original mission 0:32:00 - Doing Search in-context 0:36:12 - The internal coding model 0:37:29 - What will 2027 models do? 0:43:20 - A new architecture every day? 0:49:10 - Automated chips and intelligence explosion 0:53:07 - Future of inference scaling 1:02:38 - Already doing multi-datacenter runs 1:08:15 - Debugging at scale 1:12:41 - Fast takeoff and superalignment 1:20:51 - A million evil Jeff Deans 1:24:22 - Fun times at Google 1:27:51 - World compute demand in 2030 1:34:37 - Getting back to modularity 1:44:48 - Keeping a giga-MoE in-memory 1:49:35 - All of Google in one model 1:57:59 - What’s missing from distillation 2:03:10 - Open research, pros and cons 2:09:58 - Going the distance

Dwarkesh Patel

544,788 просмотров • 1 год назад

Ben Cohen moved to Vermont in 1977 and co-founded the world’s most liberal ice cream company. You may think you disagree with him on everything. But take a second and hear him out on the Ukraine war. (0:00) Introduction (1:03) The Russia/Ukraine War Is Totally Unnecessary (9:58) The Pentagon’s Bottomless Budget (12:24) Weapons Manufacturers Lobbying Congress (16:34) The Lies About Putin’s Motives (22:58) The New Anti-War Party (30:43) Public Response to Cohen’s Stance Against War (43:01) The Pro-War Propaganda (49:02) We Have Come Dangerously Close to Nuclear War (51:16) Will We Go to War With Iran? (52:52) Why Is This How Cohen Chooses to Spend His Time? (57:09) What Does It Truly Mean to Be an American? (59:05) Are People Too Focused on Money? (1:02:54) Can the System Be Changed? (1:06:19) Cohen’s Spiritual Motivations Includes paid partnerships.

Ben Cohen moved to Vermont in 1977 and co-founded the world’s most liberal ice cream company. You may think you disagree with him on everything. But take a second and hear him out on the Ukraine war. (0:00) Introduction (1:03) The Russia/Ukraine War Is Totally Unnecessary (9:58) The Pentagon’s Bottomless Budget (12:24) Weapons Manufacturers Lobbying Congress (16:34) The Lies About Putin’s Motives (22:58) The New Anti-War Party (30:43) Public Response to Cohen’s Stance Against War (43:01) The Pro-War Propaganda (49:02) We Have Come Dangerously Close to Nuclear War (51:16) Will We Go to War With Iran? (52:52) Why Is This How Cohen Chooses to Spend His Time? (57:09) What Does It Truly Mean to Be an American? (59:05) Are People Too Focused on Money? (1:02:54) Can the System Be Changed? (1:06:19) Cohen’s Spiritual Motivations Includes paid partnerships.

Tucker Carlson

2,995,996 просмотров • 1 год назад

San Francisco, CA (JUL.04 + 05 2026)- The Sunset Project™️ has been busy over the last 24 hours, trying to sort out the carnage in the Bay Area last night. No matter how you look at it, Waymo brought several areas of the city to a complete standstill and blocked emergency vehicles, as well as all other traffic for hours on end. So far here are the factors that caused the total system failure (all typical issues regularly shown here on the program)- 1. Targeting events. Waymos were damaged and one OJAI destroyed from external attacks. 2. Widescale freeze events due to failure to proceed through an intersection or stop sign controlled intersection for a period of time that requires a remote supervisor to help. 3. Power outage stoplights. We found a couple examples of blinking stop lights which Waymo continues to struggle without supervisor assistance. 4. Heavy pedestrian interference. As a Waymo fails to pass through an intersection or make progress on the street for a certain period of time, they appear to require supervisor assistance to validate a route. This process could not be completed in a timely manner as the supervisor controlled route planning system was overwhelmed by too many vehicle requests. 5. Long periods of frozen vehicles in traffic caused several Waymos to become bricked most likely from dead batteries. None of these are new issues. These are all the same general safety critical failures that we see every day from the Waymo Driver system. Once these issues are combined at scale on a busy evening, you effectively have a complete shutdown of a city. We will wait for Waymo to make the same PR announcement that they always make- Some of their vehicles were impacted, and they have learned a lot from what happened. They won’t ever tell us what they learned or how they will fix it, but they always tell us how much they are learning. The video is a montage of several contributors all sending in video to the Sunset project. We were going to replace the audio with a single track of ‘Taps’. Maybe next time. #NeedIntelligence #NeedInference #ManilaWeHaveAProblem #SensorDysphoria #Freeze

San Francisco, CA (JUL.04 + 05 2026)- The Sunset Project™️ has been busy over the last 24 hours, trying to sort out the carnage in the Bay Area last night. No matter how you look at it, Waymo brought several areas of the city to a complete standstill and blocked emergency vehicles, as well as all other traffic for hours on end. So far here are the factors that caused the total system failure (all typical issues regularly shown here on the program)- 1. Targeting events. Waymos were damaged and one OJAI destroyed from external attacks. 2. Widescale freeze events due to failure to proceed through an intersection or stop sign controlled intersection for a period of time that requires a remote supervisor to help. 3. Power outage stoplights. We found a couple examples of blinking stop lights which Waymo continues to struggle without supervisor assistance. 4. Heavy pedestrian interference. As a Waymo fails to pass through an intersection or make progress on the street for a certain period of time, they appear to require supervisor assistance to validate a route. This process could not be completed in a timely manner as the supervisor controlled route planning system was overwhelmed by too many vehicle requests. 5. Long periods of frozen vehicles in traffic caused several Waymos to become bricked most likely from dead batteries. None of these are new issues. These are all the same general safety critical failures that we see every day from the Waymo Driver system. Once these issues are combined at scale on a busy evening, you effectively have a complete shutdown of a city. We will wait for Waymo to make the same PR announcement that they always make- Some of their vehicles were impacted, and they have learned a lot from what happened. They won’t ever tell us what they learned or how they will fix it, but they always tell us how much they are learning. The video is a montage of several contributors all sending in video to the Sunset project. We were going to replace the audio with a single track of ‘Taps’. Maybe next time. #NeedIntelligence #NeedInference #ManilaWeHaveAProblem #SensorDysphoria #Freeze

No Safe Words

45,592 просмотров • 28 дней назад