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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...

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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
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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

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Marc Andreessen and Ben Horowitz on the State of AI In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz, about whether AI can learn leadership success and theory of mind, how new entrants can beat huge incumbents, and how supply constraints evolve over time. 00:00 Intro 03:32 Remix, originality, and the nature of human creativity 06:20 Ben on hip-hop, innovation, and creative genius 16:40 Embodied intelligence & the mind-body question 23:02 Are we in an AI bubble? 31:00 Coaching founders in a unique AI era 34:14 Talent & chips 37:10 The U.S.-China AI race and the robotics future Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
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.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns
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.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns

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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
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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
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People keep asking if we’re in an AI bubble. Ben Horowitz says the question itself means we’re not there yet. Marc Andreessen says what matters are the ground-truth fundamentals: working tech and paying customers. benahorowitz.eth Marc Andreessen 🇺🇸 Erik Torenberg
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Cursor is at the cutting edge of merging design and software development. Earlier this year Ryo Lu, Head of Design at Cursor, joined a16z's Jennifer Li and Erik Torenberg for a conversation on what AI means for software, creativity, and design. They cover: - How software development has fragmented and why AI could unify it again - What people misunderstand about taste - How constraints drive design - Why design isn't about aesthetics - Everything apps vs purposeful apps 00:00 Intro 01:45 Design becomes approachable to everyone 02:36 From years to minutes: Product feedback loops collapse 17:18 The lost art of being a complete builder 21:42 Design is not about aesthetics 28:57 User-centric vs system-centric philosophy 34:00 AI as a universal interface 38:42 Simplicity as a constraint 46:33 ryOS: Building a personal operating system Ryo Lu Jennifer Li Erik Torenberg
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Cursor is at the cutting edge of merging design and software development. Earlier this year Ryo Lu, Head of Design at Cursor, joined a16z's Jennifer Li and Erik Torenberg for a conversation on what AI means for software, creativity, and design. They cover: - How software development has fragmented and why AI could unify it again - What people misunderstand about taste - How constraints drive design - Why design isn't about aesthetics - Everything apps vs purposeful apps 00:00 Intro 01:45 Design becomes approachable to everyone 02:36 From years to minutes: Product feedback loops collapse 17:18 The lost art of being a complete builder 21:42 Design is not about aesthetics 28:57 User-centric vs system-centric philosophy 34:00 AI as a universal interface 38:42 Simplicity as a constraint 46:33 ryOS: Building a personal operating system Ryo Lu Jennifer Li Erik Torenberg

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.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
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.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

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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
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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

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136,292 просмотров • 3 месяцев назад

Applied Intuition CEO Qasar Younis says building physical AI requires "radical pragmatism": "If there are verticals that we think we should be more vertical in, we'll do that." "I think it's a false tradeoff to say what we do in trucking is what we're going to do in construction, what we do in agriculture is what we're going to do in mining." "What we're really trying to do is bring intelligence out into the real world." Qasar Younis on TBPN
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Applied Intuition CEO Qasar Younis says building physical AI requires "radical pragmatism": "If there are verticals that we think we should be more vertical in, we'll do that." "I think it's a false tradeoff to say what we do in trucking is what we're going to do in construction, what we do in agriculture is what we're going to do in mining." "What we're really trying to do is bring intelligence out into the real world." Qasar Younis on TBPN

a16z

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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
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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

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Amjad Masad and Marc Andreessen on AI agents, AGI, Creativity, and Reasoning Agents are getting better, fast. Replit Agent v1 could do only 2 minutes of coherent work. v2 could do 20 minutes. Today’s v3? 200 minutes. As agents get more and more reliable, we can make huge progress in coding without ever achieving “true” AGI. In this episode, Marc Andreessen and Erik Torenberg sit down with Replit ⠕ co-founder and CEO Amjad Masad to discuss the upward trajectory of agents, how RL unlocked reasoning for modern models, why verification loops changed everything, and whether LLMs are hitting diminishing returns. 00:00 Intro 03:00 The vision behind Replit 07:00 Building apps with AI agents 09:30 When the agent becomes the programmer 13:45 Reinforcement learning and problem solving 17:30 The verification loop and multi-agent systems 26:00 Why coding is advancing faster than other Fields 33:45 AGI debate 41:15 Functional AGI and automating labor 53:10 Creativity, reasoning, and finding truth in AI 57:30 The origins of Replit 01:03:00 Hacking his university and getting caught Amjad Masad Marc Andreessen 🇺🇸 Erik Torenberg

a16z

740,966 просмотров • 9 месяцев назад

Applied Intuition CEO Qasar Younis on choosing between being a founder and a VC: “[Being a VC is] a cerebral job. And fundamentally what a VC does is you buy and sell stock.” “As a founder, you have to love product and you have to love team building.” “You have to figure out if you’re trying to make this decision, 'should I be a VC or should I be a founder?' Which one of those things resonates with you more?” Applied Intuition CEO Qasar Younis at Slush
0:50

Applied Intuition CEO Qasar Younis on choosing between being a founder and a VC: “[Being a VC is] a cerebral job. And fundamentally what a VC does is you buy and sell stock.” “As a founder, you have to love product and you have to love team building.” “You have to figure out if you’re trying to make this decision, 'should I be a VC or should I be a founder?' Which one of those things resonates with you more?” Applied Intuition CEO Qasar Younis at Slush

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162,795 просмотров • 3 месяцев назад

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596,077 просмотров • 9 месяцев назад

Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue. In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-woke shift in Hollywood, the financial collapse of the streaming era, and why AI could spark a renaissance for a new generation of independent filmmakers. 00:00 Movies as modern myths 03:53 Why movies still matter 07:03 Taylor Swift, Scorsese & cultural artifacts 11:00 Streaming & the state of Hollywood post-COVID 27:41 Eddington: the first post-2020 real art film 48:49 AI in filmmaking & the future of creativity 52:26 Naked Gun revival and the return of humor 56:26 Fantastic Four and pro-family cinema 58:17 Could Atlas Shrugged be made today? Marc Andreessen 🇺🇸 Katherine Boyle Erik Torenberg
1:08:31

Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue. In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-woke shift in Hollywood, the financial collapse of the streaming era, and why AI could spark a renaissance for a new generation of independent filmmakers. 00:00 Movies as modern myths 03:53 Why movies still matter 07:03 Taylor Swift, Scorsese & cultural artifacts 11:00 Streaming & the state of Hollywood post-COVID 27:41 Eddington: the first post-2020 real art film 48:49 AI in filmmaking & the future of creativity 52:26 Naked Gun revival and the return of humor 56:26 Fantastic Four and pro-family cinema 58:17 Could Atlas Shrugged be made today? Marc Andreessen 🇺🇸 Katherine Boyle Erik Torenberg

a16z

736,153 просмотров • 9 месяцев назад

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 просмотров • 3 месяцев назад