Loading video...

Video Failed to Load

Go Home

The $15B Physical AI Company: 4 stack rewrites, end-to-end RL, neural sim, android for vehicles, trucks in Japan Applied Intuition co-founders Qasar Younis (CEO) and Peter Ludwig (CTO) explain why physical machines today look like phones before Android, why the real bottleneck in physical AI is deployment on constrained...

latentspacepod's profile picture

Latent.Space

27,514 subscribers

11,660 views • 1 month ago •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

BREAKING: Rare Look Inside Applied Intuition’s $15B Physical AI Garage Cars, trucks, mining, construction, agriculture, sea, defense "Bits are out, Atoms are in" Everything that moves will be automated. Co-Founders Qasar Younis Younis (CEO) & Peter Ludwig (CTO) give us the first public-facing tour inside Applied Intuition's garage.. where they’ve been quietly building autonomous AI systems across nearly every industry 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Applied Intuition physical AI garage (03:00) Cars are a wiring mess (04:31) Why modern architecture matters (06:30) From simulators to autonomy (07:50) Real-time autonomous operations (08:34) AI solving labor shortages (10:09) The mobile AI command center (12:50) How defense became a core focus (16:20) Becoming more public (17:10) Connecting mines, ports, and roads (19:07) Driverless trucks in Japan (20:09) Why they don’t operate in China (21:40) Which country is adopting fastest? (23:00) Scaling a 1400-person AI company (25:43) New vs old AI players (27:49) "Bits are out, Atoms are in" (29:40) Physical AI is just getting started (32:06) The "Japan corner"
35:32

BREAKING: Rare Look Inside Applied Intuition’s $15B Physical AI Garage Cars, trucks, mining, construction, agriculture, sea, defense "Bits are out, Atoms are in" Everything that moves will be automated. Co-Founders Qasar Younis Younis (CEO) & Peter Ludwig (CTO) give us the first public-facing tour inside Applied Intuition's garage.. where they’ve been quietly building autonomous AI systems across nearly every industry 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Applied Intuition physical AI garage (03:00) Cars are a wiring mess (04:31) Why modern architecture matters (06:30) From simulators to autonomy (07:50) Real-time autonomous operations (08:34) AI solving labor shortages (10:09) The mobile AI command center (12:50) How defense became a core focus (16:20) Becoming more public (17:10) Connecting mines, ports, and roads (19:07) Driverless trucks in Japan (20:09) Why they don’t operate in China (21:40) Which country is adopting fastest? (23:00) Scaling a 1400-person AI company (25:43) New vs old AI players (27:49) "Bits are out, Atoms are in" (29:40) Physical AI is just getting started (32:06) The "Japan corner"

Molly O’Shea

80,090 views • 2 months ago

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks
32:06

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks

Molly O’Shea

136,108 views • 2 months ago

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas
58:14

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas

TBPN

625,591 views • 3 months ago

Physical AI is here and it’s scaling fast. 👏 From simulation of robotics and autonomous systems, a full stack of advanced libraries is powering the next generation of intelligent, real-world machines. Watch the #NVIDIAGTC montage: Catch up on all Physical AI Days sessions:
0:26

Physical AI is here and it’s scaling fast. 👏 From simulation of robotics and autonomous systems, a full stack of advanced libraries is powering the next generation of intelligent, real-world machines. Watch the #NVIDIAGTC montage: Catch up on all Physical AI Days sessions:

NVIDIA Omniverse

12,459 views • 2 months ago

What’s next in robotics starts with physical AI. 🤖 By combining decades of machine data with AI, simulation, and digital twins, leaders like AGIBOT, FRANKA ROBOTICS, CaterpillarInc, and PlusAI are scaling intelligent machines across industries and redefining what robots can do in the physical world. Watch the full video 📹
0:52

What’s next in robotics starts with physical AI. 🤖 By combining decades of machine data with AI, simulation, and digital twins, leaders like AGIBOT, FRANKA ROBOTICS, CaterpillarInc, and PlusAI are scaling intelligent machines across industries and redefining what robots can do in the physical world. Watch the full video 📹

NVIDIA Robotics

39,126 views • 4 months ago

We asked Coral Capital partner Rie Yano やのりえ why Silicon Valley is choosing Japan. Her answer was physical AI. The next wave has to leave the digital layer, and Japan knows how to build in the real world. "How are we gonna actually deploy this intelligence into the real world?" "When it comes to hardware and actually the ability to build, the expertise lies in Japan." Gabriel
2:33

We asked Coral Capital partner Rie Yano やのりえ why Silicon Valley is choosing Japan. Her answer was physical AI. The next wave has to leave the digital layer, and Japan knows how to build in the real world. "How are we gonna actually deploy this intelligence into the real world?" "When it comes to hardware and actually the ability to build, the expertise lies in Japan." Gabriel

MTS

44,129 views • 1 month ago

How does RTX neural rendering bring virtual worlds to life? Watch Bryan Catanzaro, VP of Applied Deep Learning Research, explain how it works and the new levels of realism it brings to graphics and physical AI.
1:31

How does RTX neural rendering bring virtual worlds to life? Watch Bryan Catanzaro, VP of Applied Deep Learning Research, explain how it works and the new levels of realism it brings to graphics and physical AI.

NVIDIAGameDev

29,922 views • 5 months ago

Applied Intuition CEO Qasar Younis: “A founder is not made when you decide to start a company or even when you raise money." "A founder is made when you get feedback and interpret it correctly about the product and the market." Source: Applied Intuition CEO Qasar Younis with Brett Berson
0:59

Applied Intuition CEO Qasar Younis: “A founder is not made when you decide to start a company or even when you raise money." "A founder is made when you get feedback and interpret it correctly about the product and the market." Source: Applied Intuition CEO Qasar Younis with Brett Berson

a16z

18,823 views • 7 months ago

Tesla owns the full physical AI stack - Manufacturing as its CPU, real estate its storage, and logistics its network. Kalanick just laid out why every robotics, autonomy, or energy play now answers the same question Google startups once did: why won’t Tesla just do it? *** thanks to David Carbutt and team for the edit.
24:27

Tesla owns the full physical AI stack - Manufacturing as its CPU, real estate its storage, and logistics its network. Kalanick just laid out why every robotics, autonomy, or energy play now answers the same question Google startups once did: why won’t Tesla just do it? *** thanks to David Carbutt and team for the edit.

Farzad 🇺🇸 🇮🇷

24,514 views • 2 months ago

Today on Training Data: Sanjit Biswas, founder & CEO of Samsara (NYSE:IOT) and former Sequoia Capital backed founder of Cisco Meraki Sanjit shares the ups & downs of running neural nets on constrained compute and power footprints in the real world, ~2-10 watts Physical AI is hard 🫡
1:06

Today on Training Data: Sanjit Biswas, founder & CEO of Samsara (NYSE:IOT) and former Sequoia Capital backed founder of Cisco Meraki Sanjit shares the ups & downs of running neural nets on constrained compute and power footprints in the real world, ~2-10 watts Physical AI is hard 🫡

Sonya Huang 🐥

35,714 views • 6 months ago

Real → Sim → Robot — fast. With Gaussian splats, GRID brings physical assets into simulation tools like AirGen and NVIDIA Isaac Sim, enabling AI skills to be tested in sim and deployed to real robots in minutes. #Robotics #PhysicalAI #Simulation
0:58

Real → Sim → Robot — fast. With Gaussian splats, GRID brings physical assets into simulation tools like AirGen and NVIDIA Isaac Sim, enabling AI skills to be tested in sim and deployed to real robots in minutes. #Robotics #PhysicalAI #Simulation

General Robotics

12,257 views • 10 months ago

Why LLMs are a dead end for human-level intelligence, and especially for Physical AI / Robotics. The next leap isn’t bigger language models. It’s World Models. I just dropped a full 1-hour presentation from Shanghai: “World Models: the ChatGPT moment for robotics?” → Why LLMs hit a wall → Why action-conditioned world models planning in latent space are the real path → Live World Forge demo with LeWorldModel + Hugging Face LeRobot Watch here. The future of intelligence is embodied, not just chatty.
1:16:13

Why LLMs are a dead end for human-level intelligence, and especially for Physical AI / Robotics. The next leap isn’t bigger language models. It’s World Models. I just dropped a full 1-hour presentation from Shanghai: “World Models: the ChatGPT moment for robotics?” → Why LLMs hit a wall → Why action-conditioned world models planning in latent space are the real path → Live World Forge demo with LeWorldModel + Hugging Face LeRobot Watch here. The future of intelligence is embodied, not just chatty.

abdel

34,523 views • 22 days ago

Qasar Younis on how Applied Intuition uses books to mold company culture: "We also read books as a company, as a leadership team, and then we invite the whole company to do it." "Think about your company as this bespoke piece of clothing that you get made, and then you grow, and then before you know it, you have to constantly re-tailor your company for the scale and type of company it is." Qasar Younis Applied Intuition
1:41

Qasar Younis on how Applied Intuition uses books to mold company culture: "We also read books as a company, as a leadership team, and then we invite the whole company to do it." "Think about your company as this bespoke piece of clothing that you get made, and then you grow, and then before you know it, you have to constantly re-tailor your company for the scale and type of company it is." Qasar Younis Applied Intuition

a16z

62,637 views • 2 months ago

“Founders aren’t made when they start companies. They’re made when they interpret their market correctly.” Episode 2 of Knuckle Up with Nakul is live. Qasar Younis (Qasar Younis): Founder and CEO of Applied Intuition. One of the sharpest and most intentional operators you’ll ever meet on the craft of building a company. Full episode ↓ -- 00:00 Intro 01:19 What really makes someone a founder 05:26 The company that almost became Kickstarter 08:12 The most common misread on feedback 13:40 Why most founders don't end up with the best team 19:45 How to pick a co-founder 23:38 Your first 10 hires are really your first 100 28:21 The case for hiring slow and firing slow 33:22 Red, yellow, green: how Applied gives monthly feedback 35:00 The role that knows what’s actually going on in a company 40:01 How to operate with speed and intentionality 42:41 The three things Qasar spends time on 45:57 How Applied is driving AI adoption 52:06 The type of engineer Applied is now looking for 1:01:19 Why this could be the golden age of small companies 1:09:13 Quickfire: red flags, overrated advice, and superpowers 1:12:32 Qasar's advice to his 25-year-old self
1:13:20

“Founders aren’t made when they start companies. They’re made when they interpret their market correctly.” Episode 2 of Knuckle Up with Nakul is live. Qasar Younis (Qasar Younis): Founder and CEO of Applied Intuition. One of the sharpest and most intentional operators you’ll ever meet on the craft of building a company. Full episode ↓ -- 00:00 Intro 01:19 What really makes someone a founder 05:26 The company that almost became Kickstarter 08:12 The most common misread on feedback 13:40 Why most founders don't end up with the best team 19:45 How to pick a co-founder 23:38 Your first 10 hires are really your first 100 28:21 The case for hiring slow and firing slow 33:22 Red, yellow, green: how Applied gives monthly feedback 35:00 The role that knows what’s actually going on in a company 40:01 How to operate with speed and intentionality 42:41 The three things Qasar spends time on 45:57 How Applied is driving AI adoption 52:06 The type of engineer Applied is now looking for 1:01:19 Why this could be the golden age of small companies 1:09:13 Quickfire: red flags, overrated advice, and superpowers 1:12:32 Qasar's advice to his 25-year-old self

Nakul Mandan

521,414 views • 2 months ago

We profiled the most hyped robotics company in the world. Inside Physical Intelligence with Co-founder Lachy Groom Exclusive interview in the Physical Intelligence robotics lab, who’re backed by top investors to build robots which work in the real world. Not just scripted environments. We cover: 0:00 So…What is Physical Intelligence? 1:41 Why can’t we solve Marovec’s Paradox? 2:33 Live Demo: Meet the Machines 4:17 Why robots still struggle today… 6:14 Meet PI’s Investors (Thrive Capital) 7:19 Teaming up with the mega-brilliant co-founder group of Karol Haussman, Sergey Levine, Chelsea Finn, Brian Ichter, Adnan Esmail & Quan Vuong 9:20 PI’s Robot Capabilities 11:37 How are they making intelligent robots? 13:43 The Future Impact of Everyday Robots 15:49 Jeff Bezos Investment in Physical Intelligence 16:43 What will the next 1-3 years look like? 17:54 Revealing PI’s Work Culture 19:23 Outro
21:38

We profiled the most hyped robotics company in the world. Inside Physical Intelligence with Co-founder Lachy Groom Exclusive interview in the Physical Intelligence robotics lab, who’re backed by top investors to build robots which work in the real world. Not just scripted environments. We cover: 0:00 So…What is Physical Intelligence? 1:41 Why can’t we solve Marovec’s Paradox? 2:33 Live Demo: Meet the Machines 4:17 Why robots still struggle today… 6:14 Meet PI’s Investors (Thrive Capital) 7:19 Teaming up with the mega-brilliant co-founder group of Karol Haussman, Sergey Levine, Chelsea Finn, Brian Ichter, Adnan Esmail & Quan Vuong 9:20 PI’s Robot Capabilities 11:37 How are they making intelligent robots? 13:43 The Future Impact of Everyday Robots 15:49 Jeff Bezos Investment in Physical Intelligence 16:43 What will the next 1-3 years look like? 17:54 Revealing PI’s Work Culture 19:23 Outro

Sachin Shah

119,340 views • 5 months ago

New No Priors w Qasar Younis & Peter of Applied Intuition *World's most underhyped AI company? *Urban design & autos *Moving industrial back to USA? 🇺🇸 *Hardware replaced by software in cars *Big picture future
0:34

New No Priors w Qasar Younis & Peter of Applied Intuition *World's most underhyped AI company? *Urban design & autos *Moving industrial back to USA? 🇺🇸 *Hardware replaced by software in cars *Big picture future

Elad Gil

14,397 views • 1 year ago

AI is not on track to eradicate disease in our lifetime. Scientists need to generate more data, but they’re physically limited by how fast they can work. That’s why we’re launching Medra: Physical AI in the lab, doing and optimizing real experiments. Thread👇
1:14

AI is not on track to eradicate disease in our lifetime. Scientists need to generate more data, but they’re physically limited by how fast they can work. That’s why we’re launching Medra: Physical AI in the lab, doing and optimizing real experiments. Thread👇

Medra

566,302 views • 9 months ago

“The next trillion-dollar opportunity is Physical AI and Robotics.” — Masayoshi Son, CEO of SoftBank, also just became the richest in Asia
2:08

“The next trillion-dollar opportunity is Physical AI and Robotics.” — Masayoshi Son, CEO of SoftBank, also just became the richest in Asia

Eren Chen

549,184 views • 21 days ago

Karol Hausman is the co-founder and CEO of Physical Intelligence, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Granola: The app that might actually make you love meetings: Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses
1:14:20

Karol Hausman is the co-founder and CEO of Physical Intelligence, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Granola: The app that might actually make you love meetings: Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses

Mario Gabriele 🦊

27,871 views • 3 months ago

Uber fouinder, Travis Kalanick just flagged the dominant force in the coming physical AI age. That's Tesla. In every tech era, there is one company that investors fear. In the past, startups died because Google or Uber could add a feature and erase a competitor’s value. Today, Tesla holds that same intimidating position in the realm of robotics and physical automation. "When you look at the PHysical AI stack, you’re like, "Damn, Tesla’s got this." They are the Google of this era." --- From 'All-In Podcast' YT channel (link in comment)
1:00

Uber fouinder, Travis Kalanick just flagged the dominant force in the coming physical AI age. That's Tesla. In every tech era, there is one company that investors fear. In the past, startups died because Google or Uber could add a feature and erase a competitor’s value. Today, Tesla holds that same intimidating position in the realm of robotics and physical automation. "When you look at the PHysical AI stack, you’re like, "Damn, Tesla’s got this." They are the Google of this era." --- From 'All-In Podcast' YT channel (link in comment)

Rohan Paul

18,399 views • 3 months ago