Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

SemiAnalysis Weekly Ep. 016 - Unitree IPO This week we dig into humanoids, Unitree and the future of robotics. With reyk knuhtsen and Niko Timestamps: 00:00 — Intro, deployment reality vs. hype 02:39 — Unitree Business: why go public, margins, pricing 05:48 — Parallels to DJI and BYD, economies...

JordanNanos's profile picture

Jordan Nanos

4,048 subscribers

25,006 görüntüleme • 1 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Founder and CEO of The Bot Company Kyle Vogt—who also cofounded Twitch and Cruise—shares a pint and discusses robots doing your household chores, the autonomy industry, Tesla vs Waymo, and how future $100b companies will look different. Timestamps: 00:00 Intro 00:38 The Bot Company pitch 02:05 Single-task vs. multi-task robots 04:27 What is the Turing test for robotics? 05:52 Why this time is different for home robots 08:42 The last mile in robotics and self-driving 09:47 Viral demos and hype cycles 10:38 Commercializing frontier tech 13:06 Self-driving CapEx 14:15 Regulatory hurdles 16:18 Tesla vs. Waymo 19:21 Why Kyle regrets selling Cruise 21:39 The next $100 billion company Podcast on Spotify/YouTube/etc too!
22:30

Founder and CEO of The Bot Company Kyle Vogt—who also cofounded Twitch and Cruise—shares a pint and discusses robots doing your household chores, the autonomy industry, Tesla vs Waymo, and how future $100b companies will look different. Timestamps: 00:00 Intro 00:38 The Bot Company pitch 02:05 Single-task vs. multi-task robots 04:27 What is the Turing test for robotics? 05:52 Why this time is different for home robots 08:42 The last mile in robotics and self-driving 09:47 Viral demos and hype cycles 10:38 Commercializing frontier tech 13:06 Self-driving CapEx 14:15 Regulatory hurdles 16:18 Tesla vs. Waymo 19:21 Why Kyle regrets selling Cruise 21:39 The next $100 billion company Podcast on Spotify/YouTube/etc too!

John Collison

104,312 görüntüleme • 1 yıl önce

Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation. Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade. Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers. The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market. The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale. This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors. The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast. But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers. Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet. Full breakdown coming soon. $TSLA $NVDA
0:44

Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation. Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade. Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers. The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market. The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale. This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors. The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast. But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers. Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet. Full breakdown coming soon. $TSLA $NVDA

KawzInvests

74,078 görüntüleme • 4 ay önce

JUST IN: Unitree Robotics just unveiled the GD01, a manned "mecha" robot that transforms between two legs and four legs in real time. This is not a concept. This is a product. Starting price: $574,000. This robot weighs 500kg, is built from high-strength alloy, and has a torso-mounted cockpit. The demo video shows it walking upright, knocking down a brick wall with its hand, then reconfiguring into a four-legged crawl. Unitree calls it the world's first mass-produced transformable mecha. But the real story here is the bigger picture. Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Unitree alone shipped 5,500+ humanoid robots last year. In the same period, Tesla, Figure AI and Agility Robotics each shipped around 150. And Unitree is now filing for an IPO on Shanghai's Star Market, targeting 4.2 billion yuan, 85% of which goes straight into R&D. The West is building incredible humanoid robots. China is building them faster, cheaper and at a scale nobody else is close to matching. Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
1:06

JUST IN: Unitree Robotics just unveiled the GD01, a manned "mecha" robot that transforms between two legs and four legs in real time. This is not a concept. This is a product. Starting price: $574,000. This robot weighs 500kg, is built from high-strength alloy, and has a torso-mounted cockpit. The demo video shows it walking upright, knocking down a brick wall with its hand, then reconfiguring into a four-legged crawl. Unitree calls it the world's first mass-produced transformable mecha. But the real story here is the bigger picture. Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Unitree alone shipped 5,500+ humanoid robots last year. In the same period, Tesla, Figure AI and Agility Robotics each shipped around 150. And Unitree is now filing for an IPO on Shanghai's Star Market, targeting 4.2 billion yuan, 85% of which goes straight into R&D. The West is building incredible humanoid robots. China is building them faster, cheaper and at a scale nobody else is close to matching. Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

11,580 görüntüleme • 3 ay önce

*New Lecture* Stanford '26, Session 8 (Full Video) Energy Bottlenecks with Scott Nolan from General Matter 00:00 Energy Bottlenecks Intro 00:11 AI Factory Overview 02:55 Why Power Matters 03:56 From ChatGPT to Enterprise Demand 07:25 Meet Scott Nolan 09:03 Energy Is The Real Limit 11:16 Demand Growth Reality Check 13:17 Stranded Power Era 15:54 What Data Centers Need 16:59 Nuclear As Baseload Path 18:21 Fuel Cycle And Enrichment Gap 21:41 Bitcoin Mining As Rehearsal 25:03 Building Primitives Not Pivots 28:17 Nuclear Safety And Narrative 30:22 Calibrating the Moment 30:54 Pick Important Problems 32:14 General Matter Breakthrough 35:04 Building Team and Site 37:18 Government Support Reality 39:19 Jobs and AI Demand 42:37 Scaling Timelines and Space 46:16 Early SpaceX Lessons 50:25 Nuclear Perception and Europe 53:17 Supply Chain and Enrichment 56:56 Why US Lost Enrichment 59:25 Back to the Future Wrap
1:00:19

*New Lecture* Stanford '26, Session 8 (Full Video) Energy Bottlenecks with Scott Nolan from General Matter 00:00 Energy Bottlenecks Intro 00:11 AI Factory Overview 02:55 Why Power Matters 03:56 From ChatGPT to Enterprise Demand 07:25 Meet Scott Nolan 09:03 Energy Is The Real Limit 11:16 Demand Growth Reality Check 13:17 Stranded Power Era 15:54 What Data Centers Need 16:59 Nuclear As Baseload Path 18:21 Fuel Cycle And Enrichment Gap 21:41 Bitcoin Mining As Rehearsal 25:03 Building Primitives Not Pivots 28:17 Nuclear Safety And Narrative 30:22 Calibrating the Moment 30:54 Pick Important Problems 32:14 General Matter Breakthrough 35:04 Building Team and Site 37:18 Government Support Reality 39:19 Jobs and AI Demand 42:37 Scaling Timelines and Space 46:16 Early SpaceX Lessons 50:25 Nuclear Perception and Europe 53:17 Supply Chain and Enrichment 56:56 Why US Lost Enrichment 59:25 Back to the Future Wrap

Anjney Midha

122,877 görüntüleme • 3 ay önce

.Sankaet is the founder and CEO of Foundation. Sankaet believes humanoids are the obvious, hard answer to automating work humans don’t want to do. We sat down at Foundation’s San Francisco office to talk about the vision, actuator technology, business case, AI, and more. 00:43 Intro 00:56 Sankaet's shift from fintech to humanoids 02:13 Boardwalk acquisition 04:48 Why humanoids for industrial use cases 09:05 Cycloidal gearboxes 13:00 Scaling to thousands of robots 15:08 Business case and unit economics 19:29 Solving AI data scarcity 22:19 Insights from pilot deployments 25:46 Home and healthcare applications 29:23 Defense use case strategy
32:33

.Sankaet is the founder and CEO of Foundation. Sankaet believes humanoids are the obvious, hard answer to automating work humans don’t want to do. We sat down at Foundation’s San Francisco office to talk about the vision, actuator technology, business case, AI, and more. 00:43 Intro 00:56 Sankaet's shift from fintech to humanoids 02:13 Boardwalk acquisition 04:48 Why humanoids for industrial use cases 09:05 Cycloidal gearboxes 13:00 Scaling to thousands of robots 15:08 Business case and unit economics 19:29 Solving AI data scarcity 22:19 Insights from pilot deployments 25:46 Home and healthcare applications 29:23 Defense use case strategy

The Humanoid Hub

45,611 görüntüleme • 1 yıl önce

Join my conversation with Elon Musk on AGI timelines, energy, robots, and why abundance is the most likely outcome for humanity's future, alongside my Moonshot Mate NOTDAVID! (00:00) - Navigating the Future of AI and Robotics (04:54) - The Promise of Abundance and Optimism (10:02) - Energy: The Key to a Sustainable Future (15:00) - The Role of Education in a Changing World (41:07) - Health, Longevity, and the Future of Humanity (50:51) - AI's Impact on Labor and Employment (55:05) - Universal High Income: A New Economic Paradigm (57:58) - Navigating the Singularity and AI's Acceleration (01:02:30) - The Role of AI in Healthcare and Surgery (01:08:22) - Ethics and AI: Programming Values into Machines (01:14:18) - The Future of Space Exploration and AI's Role (01:33:30) - The Chip Shortage Crisis (01:42:46) - Simulation Theory and Consciousness (01:48:18) - The Search for Extraterrestrial Life (01:58:28) - The Future of Robotics and AI Integration
2:49:47

Join my conversation with Elon Musk on AGI timelines, energy, robots, and why abundance is the most likely outcome for humanity's future, alongside my Moonshot Mate NOTDAVID! (00:00) - Navigating the Future of AI and Robotics (04:54) - The Promise of Abundance and Optimism (10:02) - Energy: The Key to a Sustainable Future (15:00) - The Role of Education in a Changing World (41:07) - Health, Longevity, and the Future of Humanity (50:51) - AI's Impact on Labor and Employment (55:05) - Universal High Income: A New Economic Paradigm (57:58) - Navigating the Singularity and AI's Acceleration (01:02:30) - The Role of AI in Healthcare and Surgery (01:08:22) - Ethics and AI: Programming Values into Machines (01:14:18) - The Future of Space Exploration and AI's Role (01:33:30) - The Chip Shortage Crisis (01:42:46) - Simulation Theory and Consciousness (01:48:18) - The Search for Extraterrestrial Life (01:58:28) - The Future of Robotics and AI Integration

Peter H. Diamandis, MD

6,233,350 görüntüleme • 7 ay önce

Every conversation I have with Dylan Patel, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of that equation. We discuss: - The infinite demand for the newest models - SemiAnalysis going from $10K on AI spend to $7M - Mythos and Anthropic's compute problem - Why TSMC spending $100B on CapEx could cause a shortage - Robotics as next demand wave - Why memory prices will double again This is my second conversation with Dylan and find myself needing to speak with him more and more often to make sense of it all. Enjoy! Timestamps: 0:00 Intro 1:00 Surging AI Spend 10:27 Token Demand 16:21 When Ideas Are Cheap and Execution is Easy 20:46 Model Hoarding 22:34 Robotics 27:03 The Compute Bottleneck 30:26 The AI Permanent Underclass 31:39 Supply Chain Reality 37:47 CPUs 42:54 Predictions: Public Backlash
45:33

Every conversation I have with Dylan Patel, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of that equation. We discuss: - The infinite demand for the newest models - SemiAnalysis going from $10K on AI spend to $7M - Mythos and Anthropic's compute problem - Why TSMC spending $100B on CapEx could cause a shortage - Robotics as next demand wave - Why memory prices will double again This is my second conversation with Dylan and find myself needing to speak with him more and more often to make sense of it all. Enjoy! Timestamps: 0:00 Intro 1:00 Surging AI Spend 10:27 Token Demand 16:21 When Ideas Are Cheap and Execution is Easy 20:46 Model Hoarding 22:34 Robotics 27:03 The Compute Bottleneck 30:26 The AI Permanent Underclass 31:39 Supply Chain Reality 37:47 CPUs 42:54 Predictions: Public Backlash

Patrick OShaughnessy

893,210 görüntüleme • 3 ay önce

The Million Robot Bet: Why Enterprise Wins Before Homes Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes. Episode Chapters 0:00 Humanoid Robot Market 6:44 Humanoid Due Diligence 9:40 Humanoid Value Chain 12:08 Humanoids Size and Hands 1 6:52 Building Humanoids 18:52 Humanoid Personalities 20:24 Managing Humanoid Risk 22:24 Humanoid Fleets 25:36 Humanoid Use Cases 29:58 China 33:20 Humanoid Policy 38:42 Chips 45:44 Deploying Humanoids in the Workplace 49:28 Future of Humanoids
52:55

The Million Robot Bet: Why Enterprise Wins Before Homes Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes. Episode Chapters 0:00 Humanoid Robot Market 6:44 Humanoid Due Diligence 9:40 Humanoid Value Chain 12:08 Humanoids Size and Hands 1 6:52 Building Humanoids 18:52 Humanoid Personalities 20:24 Managing Humanoid Risk 22:24 Humanoid Fleets 25:36 Humanoid Use Cases 29:58 China 33:20 Humanoid Policy 38:42 Chips 45:44 Deploying Humanoids in the Workplace 49:28 Future of Humanoids

The Road to Autonomy®

10,708 görüntüleme • 8 ay önce

Tesla's path to profitable humanoid robots at consumer scale unlocks limitless demand for intelligence and energy - while SpaceX-xAI's merger accelerates orbital AI compute to escape Earth's power constraints. ARK's Tasha Keeney Tasha Keeney and Sam Korus Sam Korus break down the robotaxi ramp, Cybercab economics, and regulatory realities that will define the next decade of autonomy. 0:00 Introduction to Robax Pricing and Market Demand 0:39 SpaceX and XAI Merger: Implications and Business Use Cases 1:50 The Role of Tesla in the SpaceX-XAI Merger 4:04 Orbital Data Centers and the Future of Space Intelligence 12:59 Rebellion Air Sponsorship 14:17 Robotaxis: Current Developments and Future Potential 29:46 Breaking News and Tesla's Regulatory Challenges 30:17 Tesla's Strategy and Regulation 32:39 Economic and Safety Benefits of Autonomous Vehicles 33:53 Waymo vs. Tesla: Regulatory and Technological Perspectives 38:05 Cyber Cab and Future of Robotaxis 40:56 Market Realization and Financial Implications 45:32 Pushbacks and Misunderstandings 52:01 AI Agents and Future Prospects 55:10 Conclusion and Farewell
55:23

Tesla's path to profitable humanoid robots at consumer scale unlocks limitless demand for intelligence and energy - while SpaceX-xAI's merger accelerates orbital AI compute to escape Earth's power constraints. ARK's Tasha Keeney Tasha Keeney and Sam Korus Sam Korus break down the robotaxi ramp, Cybercab economics, and regulatory realities that will define the next decade of autonomy. 0:00 Introduction to Robax Pricing and Market Demand 0:39 SpaceX and XAI Merger: Implications and Business Use Cases 1:50 The Role of Tesla in the SpaceX-XAI Merger 4:04 Orbital Data Centers and the Future of Space Intelligence 12:59 Rebellion Air Sponsorship 14:17 Robotaxis: Current Developments and Future Potential 29:46 Breaking News and Tesla's Regulatory Challenges 30:17 Tesla's Strategy and Regulation 32:39 Economic and Safety Benefits of Autonomous Vehicles 33:53 Waymo vs. Tesla: Regulatory and Technological Perspectives 38:05 Cyber Cab and Future of Robotaxis 40:56 Market Realization and Financial Implications 45:32 Pushbacks and Misunderstandings 52:01 AI Agents and Future Prospects 55:10 Conclusion and Farewell

Farzad 🇺🇸 🇮🇷

53,093 görüntüleme • 6 ay önce

Claude Code is causing millions of people to ask the same question... Why should we pay for this software if I can build it in less than an hour? In this video > Build vs Buy Dilemma > The power of vibe coding > The skills of vibe coding > Real world examples of vibe coded internal tools > Ideas for getting started. TIMESTAMPS: 00:00 Intro 00:54 Quote from Vercel Founder 02:04 The Build vs. Buy Dilemma 05:08 The Traditional Software Development Process 06:39 The Power of Vibe Coding 07:09 Skills of Vibe Coding 08:46 Real-World Examples of Vibe Coding 15:52 Ideas for apps to get started 19:15 Future Trends and Conclusion
22:00

Claude Code is causing millions of people to ask the same question... Why should we pay for this software if I can build it in less than an hour? In this video > Build vs Buy Dilemma > The power of vibe coding > The skills of vibe coding > Real world examples of vibe coded internal tools > Ideas for getting started. TIMESTAMPS: 00:00 Intro 00:54 Quote from Vercel Founder 02:04 The Build vs. Buy Dilemma 05:08 The Traditional Software Development Process 06:39 The Power of Vibe Coding 07:09 Skills of Vibe Coding 08:46 Real-World Examples of Vibe Coding 15:52 Ideas for apps to get started 19:15 Future Trends and Conclusion

Riley Brown

36,532 görüntüleme • 6 ay önce

This week's episode is mostly about robots. Kyle Vogt is one of very few entrepreneurs to found 3 business valued at over a billion dollars - Twitch in 2006, Cruise in 2013, and The Bot Company in 2024. If you've caught any other Uncapped episodes you've probably heard some investors saying that home robots are close and they'll be a giant new market. Kyle Vogt is building them, and talking to him made me as bullish as ever. Timestamps: (0:00) Introduction (0:34) Why robotics is suddenly booming (3:31) Special-purpose vs generalized (5:32) Designing robots people actually use (9:00) Building for scale and affordability (12:17) The myth of humanoids (15:04) Trust, safety, and privacy in your home (17:51) Robotics intelligence (21:01) Why Kyle keeps starting hard companies (22:32) The 100-person rule and elite teams (26:10) How to actually ship (27:28) What home robotics will do first (35:05) Home security and other applications (38:41) Tesla vs Waymo (41:08) When to sell a company (42:41) Marathons
46:25

This week's episode is mostly about robots. Kyle Vogt is one of very few entrepreneurs to found 3 business valued at over a billion dollars - Twitch in 2006, Cruise in 2013, and The Bot Company in 2024. If you've caught any other Uncapped episodes you've probably heard some investors saying that home robots are close and they'll be a giant new market. Kyle Vogt is building them, and talking to him made me as bullish as ever. Timestamps: (0:00) Introduction (0:34) Why robotics is suddenly booming (3:31) Special-purpose vs generalized (5:32) Designing robots people actually use (9:00) Building for scale and affordability (12:17) The myth of humanoids (15:04) Trust, safety, and privacy in your home (17:51) Robotics intelligence (21:01) Why Kyle keeps starting hard companies (22:32) The 100-person rule and elite teams (26:10) How to actually ship (27:28) What home robotics will do first (35:05) Home security and other applications (38:41) Tesla vs Waymo (41:08) When to sell a company (42:41) Marathons

Jack Altman

289,141 görüntüleme • 9 ay önce

In the first episode of our new series Full Stack, Conductor CEO and co-founder Charlie Holtz takes us into the details of how he sets up his workflow for coding and managing AI agents. 00:00 – Building Conductor With Conductor 01:05 – Managing a Team of Coding Agents 02:39 – Do You Still Write Code? 04:17 – Charlie's AI Stack and Setup 05:48 – “Slop-free” Zones 07:25 – Don’t Let the AI Be Your Architect 09:15 – The Future of Cloud Workspaces 10:40 – Claude vs Codex 12:01 – Tokenmaxxing 14:17 – The Future of Human–AI Collaboration 15:07 – "Code Is Becoming Sawdust"
16:34

In the first episode of our new series Full Stack, Conductor CEO and co-founder Charlie Holtz takes us into the details of how he sets up his workflow for coding and managing AI agents. 00:00 – Building Conductor With Conductor 01:05 – Managing a Team of Coding Agents 02:39 – Do You Still Write Code? 04:17 – Charlie's AI Stack and Setup 05:48 – “Slop-free” Zones 07:25 – Don’t Let the AI Be Your Architect 09:15 – The Future of Cloud Workspaces 10:40 – Claude vs Codex 12:01 – Tokenmaxxing 14:17 – The Future of Human–AI Collaboration 15:07 – "Code Is Becoming Sawdust"

Y Combinator

155,571 görüntüleme • 2 ay önce

Ventura Labs Ep. 38 - Maciej Kula Maciej (Maciej Kula) is the Co-Head of education at Latent Holdings (Laτenτ Holdings) and Founder of (Learn Bittensor) Timestamps: 2:02 - Introduction 2:57 - Maciej Kula meets Bittensor 6:00 - The Journey into Bittensor 8:43 - Understanding Bittensor: A Decentralized AI Network 11:55 - TAO and Alpha Halving: Key Concepts Explained 14:52 - The Dynamics of Miner Registration and Price Effects 18:07 - Exploring the Sum of Prices and Market Dynamics 20:47 - The Impact of Inactive Subnets on Pricing 24:08 - The Future of Bittensor and Community Insights 39:07 - Understanding Complexity in Bittensor 40:28 - Navigating Changes Post-dTAO 42:28 - Optimal Strategies for Alpha 48:39 - Exploring Proxy Wallets and Their Risks 52:40 - Future Use Cases for Proxy Wallets 55:11 - Common Questions and Community Engagement 59:40 - Advice for Newcomers to Bittensor 1:02:16 - Liquid Alpha: Understanding Its Impact
1:14:28

Ventura Labs Ep. 38 - Maciej Kula Maciej (Maciej Kula) is the Co-Head of education at Latent Holdings (Laτenτ Holdings) and Founder of (Learn Bittensor) Timestamps: 2:02 - Introduction 2:57 - Maciej Kula meets Bittensor 6:00 - The Journey into Bittensor 8:43 - Understanding Bittensor: A Decentralized AI Network 11:55 - TAO and Alpha Halving: Key Concepts Explained 14:52 - The Dynamics of Miner Registration and Price Effects 18:07 - Exploring the Sum of Prices and Market Dynamics 20:47 - The Impact of Inactive Subnets on Pricing 24:08 - The Future of Bittensor and Community Insights 39:07 - Understanding Complexity in Bittensor 40:28 - Navigating Changes Post-dTAO 42:28 - Optimal Strategies for Alpha 48:39 - Exploring Proxy Wallets and Their Risks 52:40 - Future Use Cases for Proxy Wallets 55:11 - Common Questions and Community Engagement 59:40 - Advice for Newcomers to Bittensor 1:02:16 - Liquid Alpha: Understanding Its Impact

Ventura Labs

17,124 görüntüleme • 1 yıl önce

As AI moves into robots, aviation, and surgery, one question matters more than performance: Who’s accountable when something goes wrong? This interview with Inference Labs 's co- founder Colin G (intern arc) dives into verifiable inference, cryptographic guarantees, and why trust is the missing layer for physical AI. TIMESTAMPS: 00:00 — Intro to Inference Labs and its mission 03:29 — Core AI verification and audit systems 05:51 — Why Web3 is needed for AI trust 11:28 — Robotics, safety, and accountability 18:52 — Human–robot trust and the future
22:45

As AI moves into robots, aviation, and surgery, one question matters more than performance: Who’s accountable when something goes wrong? This interview with Inference Labs 's co- founder Colin G (intern arc) dives into verifiable inference, cryptographic guarantees, and why trust is the missing layer for physical AI. TIMESTAMPS: 00:00 — Intro to Inference Labs and its mission 03:29 — Core AI verification and audit systems 05:51 — Why Web3 is needed for AI trust 11:28 — Robotics, safety, and accountability 18:52 — Human–robot trust and the future

Web3 Wesley

28,697 görüntüleme • 7 ay önce

Uncapped with Joe Lonsdale, one of the most prolific builders and investors in tech. Timestamps: (0:00) Intro (0:32) Why Joe keeps building (3:53) Consensus and right (5:39) What Palantir got right (6:53) Pulling forward innovation (9:32) AI vs social media (12:23) Making AI work for America (18:03) Department of War (21:16) Betting on defense (26:51) Robotics, bio, and energy (32:16) Investing in the AI era (35:38) Peptides opportunity (38:35) Texas vs California (40:12) Political correctness
43:09

Uncapped with Joe Lonsdale, one of the most prolific builders and investors in tech. Timestamps: (0:00) Intro (0:32) Why Joe keeps building (3:53) Consensus and right (5:39) What Palantir got right (6:53) Pulling forward innovation (9:32) AI vs social media (12:23) Making AI work for America (18:03) Department of War (21:16) Betting on defense (26:51) Robotics, bio, and energy (32:16) Investing in the AI era (35:38) Peptides opportunity (38:35) Texas vs California (40:12) Political correctness

Jack Altman

79,511 görüntüleme • 2 ay önce

Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - How compiler fuzzing works 01:56 - Why we did this project 02:48 - The gap in GPU vs. CPU compiler testing 04:13 - The major AMD & x86 bugs we found 05:38 - Using LLMs to read code & find vulnerabilities 07:56 - The impact of UltraCode mode 12:18 - Doing this without AI (Time & manual limits) 15:03 - The future of AI in software development 16:17 - What’s next + key takeaways for devs
23:19

Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - How compiler fuzzing works 01:56 - Why we did this project 02:48 - The gap in GPU vs. CPU compiler testing 04:13 - The major AMD & x86 bugs we found 05:38 - Using LLMs to read code & find vulnerabilities 07:56 - The impact of UltraCode mode 12:18 - Doing this without AI (Time & manual limits) 15:03 - The future of AI in software development 16:17 - What’s next + key takeaways for devs

SemiAnalysis

73,686 görüntüleme • 2 ay önce

THE LIBRARY OF MINDS: EPISODE 4 - Stanley Tang (Stanley Tang) Co-founder of $DASH and one of the earliest YC founders to scale from dorm room to IPO. Builder, operator, and investor redefining how technology moves the physical world. We discuss: • The unexpected journey from a college project to DoorDash • Overcoming operational challenges with creative solutions • Embracing chaos and innovation • The role of robotics and automation in the future of delivery • Balancing customer experience with rapid scaling Plus: Insights into customer love as a core value, the importance of iteration, and how DoorDash navigates the complexities of a tech-driven operational business. (00:00) - Intro (01:00) - Who is Stanley Tang (01:29) - Early childhood: computers, curiosity, and a physicist dad (02:46) - The class project that became DoorDash (06:38) - The first real delivery (and how it all began) (09:08) - Product-market fit before software (11:06) - Doing things that don’t scale - to the extreme (15:54) - Competing against consumer behavior (16:25) - How DoorDash built operational excellence (20:01) - Speed vs. quality: finding the right balance (22:53) - Robotics, drones, and the future of delivery (26:58) - The darkest moment (and spending 40% of cash to do what’s right) (30:34) - Chaos never ends - learning to embrace it (31:48) - Training thousands of dashers before automation (33:48) - Closing thoughts + talk to Stanley’s digital mind on Delphi
34:07

THE LIBRARY OF MINDS: EPISODE 4 - Stanley Tang (Stanley Tang) Co-founder of $DASH and one of the earliest YC founders to scale from dorm room to IPO. Builder, operator, and investor redefining how technology moves the physical world. We discuss: • The unexpected journey from a college project to DoorDash • Overcoming operational challenges with creative solutions • Embracing chaos and innovation • The role of robotics and automation in the future of delivery • Balancing customer experience with rapid scaling Plus: Insights into customer love as a core value, the importance of iteration, and how DoorDash navigates the complexities of a tech-driven operational business. (00:00) - Intro (01:00) - Who is Stanley Tang (01:29) - Early childhood: computers, curiosity, and a physicist dad (02:46) - The class project that became DoorDash (06:38) - The first real delivery (and how it all began) (09:08) - Product-market fit before software (11:06) - Doing things that don’t scale - to the extreme (15:54) - Competing against consumer behavior (16:25) - How DoorDash built operational excellence (20:01) - Speed vs. quality: finding the right balance (22:53) - Robotics, drones, and the future of delivery (26:58) - The darkest moment (and spending 40% of cash to do what’s right) (30:34) - Chaos never ends - learning to embrace it (31:48) - Training thousands of dashers before automation (33:48) - Closing thoughts + talk to Stanley’s digital mind on Delphi

Dara

64,095 görüntüleme • 9 ay önce

More good News for Intel, AI Model Trends, Future of Datacenter With Ben Bajarin and Jay Goldberg 顾忠南 Chapters (00:00) Intel's New Partnership with Tesla (03:02) Market Reactions and Implications for Intel (05:53) Google's Collaboration with Intel (08:56) The Semiconductor Market Dynamics (12:06) Valuation Discrepancies in the Semiconductor Sector (14:59) Deep Dive into Semiconductor Supply Chains (17:56) Future of Data Centers and Energy Efficiency (22:38) The Evolution of Data Center Design (31:24) AI's Impact on Software and Productivity (39:10) Token Usage and Efficiency in AI (42:35) Cost Dynamics in the Semiconductor Industry
44:01

More good News for Intel, AI Model Trends, Future of Datacenter With Ben Bajarin and Jay Goldberg 顾忠南 Chapters (00:00) Intel's New Partnership with Tesla (03:02) Market Reactions and Implications for Intel (05:53) Google's Collaboration with Intel (08:56) The Semiconductor Market Dynamics (12:06) Valuation Discrepancies in the Semiconductor Sector (14:59) Deep Dive into Semiconductor Supply Chains (17:56) Future of Data Centers and Energy Efficiency (22:38) The Evolution of Data Center Design (31:24) AI's Impact on Software and Productivity (39:10) Token Usage and Efficiency in AI (42:35) Cost Dynamics in the Semiconductor Industry

The Circuit

17,871 görüntüleme • 3 ay önce

Claude Code is a major (and accidental!) hit for Anthropic that surprised even its creator, Boris Cherny. Claude Code, an Agentic AI coding product that lives in the terminal. Most of the new code at Anthropic is created through it today. And in the last 5 months since it was launched publicly, Claude Code went from $0 to $400M in revenue run rate (as per The Information). 00:00 – Intro 01:15 – Did You Expect Claude Code’s Success? 04:22 – How Claude Code Works and Origins 08:05 – Command Line vs IDE: Why Start Claude Code in the Terminal? 11:31 – The Evolution of Programming: From Punch Cards to Agents 13:20 – Product Follows Model: Simple Interfaces and Fast Evolution 15:17 – Who Is Claude Code For? (Engineers, Designers, PMs & More) 17:46 – What Can Claude Code Actually Do? (Actions & Capabilities) 21:14 – Agentic Actions, Subagents, and Workflows 25:30 – Claude Code’s Awareness, Memory, and Knowledge Sharing 33:28 – Model Context Protocol (MCP) and Customization 35:30 – Safety, Human Oversight, and Enterprise Considerations 38:10 – UX/UI: Making Claude Code Useful and Enjoyable 40:44 – Pricing for Power Users and Subscription Models 43:36 – Real-World Use Cases: Debugging, Testing, and More 46:44 – How Does Claude Code Transform Onboarding? 49:36 – The Future of Coding: Agents, Teams, and Collaboration 54:11 – The AI Coding Wars: Competition & Ecosystem 57:27 – The Future of Coding as a Profession 58:41 – What’s Next for Claude Code
1:00:16

Claude Code is a major (and accidental!) hit for Anthropic that surprised even its creator, Boris Cherny. Claude Code, an Agentic AI coding product that lives in the terminal. Most of the new code at Anthropic is created through it today. And in the last 5 months since it was launched publicly, Claude Code went from $0 to $400M in revenue run rate (as per The Information). 00:00 – Intro 01:15 – Did You Expect Claude Code’s Success? 04:22 – How Claude Code Works and Origins 08:05 – Command Line vs IDE: Why Start Claude Code in the Terminal? 11:31 – The Evolution of Programming: From Punch Cards to Agents 13:20 – Product Follows Model: Simple Interfaces and Fast Evolution 15:17 – Who Is Claude Code For? (Engineers, Designers, PMs & More) 17:46 – What Can Claude Code Actually Do? (Actions & Capabilities) 21:14 – Agentic Actions, Subagents, and Workflows 25:30 – Claude Code’s Awareness, Memory, and Knowledge Sharing 33:28 – Model Context Protocol (MCP) and Customization 35:30 – Safety, Human Oversight, and Enterprise Considerations 38:10 – UX/UI: Making Claude Code Useful and Enjoyable 40:44 – Pricing for Power Users and Subscription Models 43:36 – Real-World Use Cases: Debugging, Testing, and More 46:44 – How Does Claude Code Transform Onboarding? 49:36 – The Future of Coding: Agents, Teams, and Collaboration 54:11 – The AI Coding Wars: Competition & Ecosystem 57:27 – The Future of Coding as a Profession 58:41 – What’s Next for Claude Code

Matt Turck

82,161 görüntüleme • 1 yıl önce