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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... show more

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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"

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 görüntüleme • 4 ay önce

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

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

136,292 görüntüleme • 4 ay önce

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

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

Business Breakdowns

27,283 görüntüleme • 21 gün önce

Today, Applied Intuition is launching Dana, an agentic platform for developing physical AI applications. Co-founders Qasar Younis and Peter Ludwig join a16z's Marc Andreessen and Erik Torenberg to discuss their mission to put intelligence on one billion machines: 01:34 Physical AI vs digital AI 05:28 Humans as a design constraint 10:30 Beyond robotaxis and humanoids 19:04 What killed Cruise 28:19 The chip maker playbook 35:26 When self-driving is the default 45:14 Nobody wants to drive trucks 49:54 Introducing Dana 1:00:54 "World model" means 100 things 1:05:28 GTA 6 may be the last of its kind 1:15:40 Fear of AI is a luxury Qasar Younis Applied Intuition Marc Andreessen 🇺🇸 Erik Torenberg

Today, Applied Intuition is launching Dana, an agentic platform for developing physical AI applications. Co-founders Qasar Younis and Peter Ludwig join a16z's Marc Andreessen and Erik Torenberg to discuss their mission to put intelligence on one billion machines: 01:34 Physical AI vs digital AI 05:28 Humans as a design constraint 10:30 Beyond robotaxis and humanoids 19:04 What killed Cruise 28:19 The chip maker playbook 35:26 When self-driving is the default 45:14 Nobody wants to drive trucks 49:54 Introducing Dana 1:00:54 "World model" means 100 things 1:05:28 GTA 6 may be the last of its kind 1:15:40 Fear of AI is a luxury Qasar Younis Applied Intuition Marc Andreessen 🇺🇸 Erik Torenberg

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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

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

626,519 görüntüleme • 5 ay önce

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

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

a16z

33,977 görüntüleme • 19 gün önce

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

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

44,495 görüntüleme • 3 ay önce

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

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

a16z

34,409 görüntüleme • 19 gün önce

Waymo’s first autonomous demo took eighteen months. The product took fifteen years. Today the Waymo Driver runs 500,000 trips a week — 4 million fully autonomous miles across 15 cities, with 17x fewer serious-injury crashes than human drivers. At Startup School 2026, Waymo co-CEO Dmitri Dolgov shares the seven lessons behind that journey, from bridging the gap between a demo and a real product to building systems that can safely operate in the physical world. 00:07 — 7 Lessons From Building Waymo 02:21 — Why Physical AI Is Different 06:52 — The Gap Between a Demo and a Product 11:34 — Why Reliability Lives on an Exponential Curve 14:17 — Pick the Right Technology Curve 16:05 — Why Waymo Uses Cameras, LiDAR, and Radar 21:07 — Ride Every Technology Wave 24:43 — Inside the Waymo Foundation Model 30:09 — The Bitter Lesson Still Wins 36:41 — Why Every Physical AI Company Needs a Simulator 41:36 — Build an AI Flywheel 43:22 — Evals Are Your Competitive Advantage 46:09 — How Waymo Became 17x Safer Than Human Drivers 47:59 — The Next Decade of AI Will Be Physical

Waymo’s first autonomous demo took eighteen months. The product took fifteen years. Today the Waymo Driver runs 500,000 trips a week — 4 million fully autonomous miles across 15 cities, with 17x fewer serious-injury crashes than human drivers. At Startup School 2026, Waymo co-CEO Dmitri Dolgov shares the seven lessons behind that journey, from bridging the gap between a demo and a real product to building systems that can safely operate in the physical world. 00:07 — 7 Lessons From Building Waymo 02:21 — Why Physical AI Is Different 06:52 — The Gap Between a Demo and a Product 11:34 — Why Reliability Lives on an Exponential Curve 14:17 — Pick the Right Technology Curve 16:05 — Why Waymo Uses Cameras, LiDAR, and Radar 21:07 — Ride Every Technology Wave 24:43 — Inside the Waymo Foundation Model 30:09 — The Bitter Lesson Still Wins 36:41 — Why Every Physical AI Company Needs a Simulator 41:36 — Build an AI Flywheel 43:22 — Evals Are Your Competitive Advantage 46:09 — How Waymo Became 17x Safer Than Human Drivers 47:59 — The Next Decade of AI Will Be Physical

Y Combinator

64,505 görüntüleme • 13 gün önce

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.

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

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“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

“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

521,630 görüntüleme • 3 ay önce

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

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

119,486 görüntüleme • 6 ay önce

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

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 görüntüleme • 5 ay önce

Applied Intuition CEO Qasar Younis says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many." "But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group." "The market for physical AI is way, way bigger. Purely because the surface area is much bigger."

Applied Intuition CEO Qasar Younis says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many." "But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group." "The market for physical AI is way, way bigger. Purely because the surface area is much bigger."

TBPN

67,418 görüntüleme • 4 ay önce

Today I assembled the first batch of reBot DevArm in the U.S! First one on the planet! 🇺🇸⚙️ But this isn’t about a robot arm. This is about what happens when open source hits robotics. For years: •Hardware was locked •Robotics was expensive •Embodied AI was out of reach Now? Anyone can get their hands on: •6 DOF manipulation •Real precision (<0.2 mm repeatability) •Full stack access (ROS, Isaac Sim, LeRobot) This is how movements start. Not in labs. Not behind paywalls. But in the hands of builders. Massive respect to Seeed Studio for pushing true open-source robotics forward! We’re about to see: → Thousands of robot arms trained like athletes → Real-world datasets explode → Physical AI built in garages, not just research labs At SoloTech , this is the unlock we’ve been waiting for, training and deploying Physical AI skill models on real hardware, anywhere. No sims. No vaporware. No excuses. Production Grade Physical AI. Want to get access? Check out the Physical AI Gym in San Francisco or DM me.

Today I assembled the first batch of reBot DevArm in the U.S! First one on the planet! 🇺🇸⚙️ But this isn’t about a robot arm. This is about what happens when open source hits robotics. For years: •Hardware was locked •Robotics was expensive •Embodied AI was out of reach Now? Anyone can get their hands on: •6 DOF manipulation •Real precision (<0.2 mm repeatability) •Full stack access (ROS, Isaac Sim, LeRobot) This is how movements start. Not in labs. Not behind paywalls. But in the hands of builders. Massive respect to Seeed Studio for pushing true open-source robotics forward! We’re about to see: → Thousands of robot arms trained like athletes → Real-world datasets explode → Physical AI built in garages, not just research labs At SoloTech , this is the unlock we’ve been waiting for, training and deploying Physical AI skill models on real hardware, anywhere. No sims. No vaporware. No excuses. Production Grade Physical AI. Want to get access? Check out the Physical AI Gym in San Francisco or DM me.

Dhruv Diddi

31,439 görüntüleme • 4 ay önce

Travis Kalanick: Tesla is the Google of the Physical AI Era “I like to break down the physical AI stack: (it) includes computation, a physical AI model, all the things you think of.” “What about land? Development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack.” “When you look at the stack, you're like, ‘Damn, Tesla's got this sh*t.’ They are the Google of this era.” “What I mean by that is, if you were doing a startup in the 2000s, the first question you would get is, ‘Why isn't Google gonna kill you?’ Or, ‘Why isn't Google just gonna do it?’ They’re not even gonna know that they killed you.” “And before that, it was Microsoft in the late 90s. Uber had a time, 2010s.” “But in the physical AI space, that's sort of a Tesla thing.” -------------------------------------------- Thanks to our partner for making this happen!: EY (EY) Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

Travis Kalanick: Tesla is the Google of the Physical AI Era “I like to break down the physical AI stack: (it) includes computation, a physical AI model, all the things you think of.” “What about land? Development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack.” “When you look at the stack, you're like, ‘Damn, Tesla's got this sh*t.’ They are the Google of this era.” “What I mean by that is, if you were doing a startup in the 2000s, the first question you would get is, ‘Why isn't Google gonna kill you?’ Or, ‘Why isn't Google just gonna do it?’ They’re not even gonna know that they killed you.” “And before that, it was Microsoft in the late 90s. Uber had a time, 2010s.” “But in the physical AI space, that's sort of a Tesla thing.” -------------------------------------------- Thanks to our partner for making this happen!: EY (EY) Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

The All-In Podcast

95,265 görüntüleme • 5 ay önce

Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation. In this fireside, co-founders Apurva Shrivastava and Tyson Chen sit down with Garry Tan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders. 01:28 - Finding the Right Market 03:25 - Why AI Is Bigger Than SaaS 06:59 - The AI Job Story Nobody Talks About 11:53 - How the Founders Met 16:59 - The Pivot 21:47 - Customer Love Beats Market Size 25:31 - Building an AI Workforce 29:35 - Why Customer Obsession Wins 34:12 - Growing to Eight Figures 37:22 - The Vision Beyond Home Services 38:54 - Building a Generational Company

Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation. In this fireside, co-founders Apurva Shrivastava and Tyson Chen sit down with Garry Tan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders. 01:28 - Finding the Right Market 03:25 - Why AI Is Bigger Than SaaS 06:59 - The AI Job Story Nobody Talks About 11:53 - How the Founders Met 16:59 - The Pivot 21:47 - Customer Love Beats Market Size 25:31 - Building an AI Workforce 29:35 - Why Customer Obsession Wins 34:12 - Growing to Eight Figures 37:22 - The Vision Beyond Home Services 38:54 - Building a Generational Company

Y Combinator

84,506 görüntüleme • 1 ay önce

The hardest problems in AI aren't research problems anymore. They're deployment problems. It’s how we actually deliver real value, today, to build the future people want. That’s why, after 20 years in AI, my next step was inevitable: make robots do useful work for and alongside people, right now. Today, I am delighted to announce the launch of Walden Robotics to tackle just that. We started this year and are coming out of stealth today with a $300M seed round backed by some of the most serious companies and investors in the world. They have seen firsthand our general-purpose robots being useful in production on day one, and getting better every day after. You can see a glimpse of what we've been building in the video below. Physical AI has gone through a rapid phase transition, in part thanks to pioneering research from my friends and co-founders Russ Tedrake , Ben Burchfiel , Siyuan Feng, Rareș Ambruș , and many others at Walden. But from our long experience working together with co-founders Kerri Fetzer-Borelli and Dave Johnson, we learned how hard it is to deploy cutting-edge AI in a real, live, incredibly sophisticated production environment with an intricate ballet of automation and human ingenuity. That’s why we deliberately created Walden Robotics as a full-stack, human-centric, customer-focused robotics company from the start: we seeded the company with a world-class team across hardware, software, AI, deployment, operations, product, and business talent, so we could continuously optimize our whole system end-to-end, deeply and purposefully, from real-world experience with real customers. The efficacy of this strategy speaks for itself: since February, our general-purpose robots have been doing useful work in production at a Toyota plant in North America, moving from first pilot to real work in under two months. Not a lab. Not a demo. Not a future promise. Real work on a real line, today, at one of the best large-scale manufacturers in the world, with general-purpose robots that get better every day. And this is just the beginning. Two ways to find us: If you run a manufacturing or logistics business and want robots that are widely useful now, not someday, let's talk. We own “ for a reason! And if you want to build them: we're hiring across the company, from software, to hardware, AI, ops, product, business, and more. In particular, as the Chief Strategy Officer at Walden, I am recruiting for three incredibly impactful founding roles to fuel our agent-native go-to-market engine. Check out Let’s build together!

The hardest problems in AI aren't research problems anymore. They're deployment problems. It’s how we actually deliver real value, today, to build the future people want. That’s why, after 20 years in AI, my next step was inevitable: make robots do useful work for and alongside people, right now. Today, I am delighted to announce the launch of Walden Robotics to tackle just that. We started this year and are coming out of stealth today with a $300M seed round backed by some of the most serious companies and investors in the world. They have seen firsthand our general-purpose robots being useful in production on day one, and getting better every day after. You can see a glimpse of what we've been building in the video below. Physical AI has gone through a rapid phase transition, in part thanks to pioneering research from my friends and co-founders Russ Tedrake , Ben Burchfiel , Siyuan Feng, Rareș Ambruș , and many others at Walden. But from our long experience working together with co-founders Kerri Fetzer-Borelli and Dave Johnson, we learned how hard it is to deploy cutting-edge AI in a real, live, incredibly sophisticated production environment with an intricate ballet of automation and human ingenuity. That’s why we deliberately created Walden Robotics as a full-stack, human-centric, customer-focused robotics company from the start: we seeded the company with a world-class team across hardware, software, AI, deployment, operations, product, and business talent, so we could continuously optimize our whole system end-to-end, deeply and purposefully, from real-world experience with real customers. The efficacy of this strategy speaks for itself: since February, our general-purpose robots have been doing useful work in production at a Toyota plant in North America, moving from first pilot to real work in under two months. Not a lab. Not a demo. Not a future promise. Real work on a real line, today, at one of the best large-scale manufacturers in the world, with general-purpose robots that get better every day. And this is just the beginning. Two ways to find us: If you run a manufacturing or logistics business and want robots that are widely useful now, not someday, let's talk. We own “ for a reason! And if you want to build them: we're hiring across the company, from software, to hardware, AI, ops, product, business, and more. In particular, as the Chief Strategy Officer at Walden, I am recruiting for three incredibly impactful founding roles to fuel our agent-native go-to-market engine. Check out Let’s build together!

Adrien Gaidon

63,995 görüntüleme • 1 ay önce

AI agents are getting smarter fast. But intelligence is not what stops them inside real companies. The harder question is: What are they allowed to do - and who can prove they followed the rules? In our new conversation, Arcade CEO Alex Salazar (Alex Salazar) explains why permissions are the real enterprise bottleneck, why Human + Agent is beating full autonomy, and why his team is already trying to live in a post-browser world. YouTube link in comments as well! Really cool conversation we had with him. My partner Peter and I have already conducted some cool interviews with experts in the AI field and will continue to do so. So feel free to follow us on our channels!

AI agents are getting smarter fast. But intelligence is not what stops them inside real companies. The harder question is: What are they allowed to do - and who can prove they followed the rules? In our new conversation, Arcade CEO Alex Salazar (Alex Salazar) explains why permissions are the real enterprise bottleneck, why Human + Agent is beating full autonomy, and why his team is already trying to live in a post-browser world. YouTube link in comments as well! Really cool conversation we had with him. My partner Peter and I have already conducted some cool interviews with experts in the AI field and will continue to do so. So feel free to follow us on our channels!

Chubby♨️

16,081 görüntüleme • 25 gün önce