Public evidence record
Published podcast speaker
Claim ledger
13 transcript-backed records
01 / preference
“I love, I love watching robots do acrobatics like everybody but the these systems actually overheat, right?”
02 / preference
“And the great thing about off board software is you don’t have to care about time, and you can run really large models, right? So you can, you can say, “Well, this model, I don’t care if it takes one second for it to give me a result or 10 seconds for it to give me a result, because we have time.”
03 / commitment
“We have a diversified bet strategy internally, and the reason we’ve done that is because we operate in now a bunch of industries, a bunch of geographies, and each of the approaches has, obviously a different risk to them.”
04 / commitment
“Our very first customers were robotaxi companies. And we started off doing a lot of work in simulation and data infrastructure.”
05 / belief
“There’s always a process of this, sim to real matching where you actually, you need the real world feedback to basically feed into the parameters that are being used in the simulator, and you have to do that, it’s like this validation flow, a number of times until you can get some confidence that, like I think the simulator is now accurately representing what’s gonna happen in the real world.”
06 / observation
“The way to think about it, honestly, is a little bit like, any system that you as an as a human would need special training to operate, you can think of a little bit differently.”
07 / belief
“Yeah, I think th- generally the making models very efficient, right? So because we have to run on actual vehicles, like physical AI is literally, it’s taking, like, very large AI and now making it very small and very efficient.”
08 / belief
“I think a lot of the a lot of the best advancements happening in a lot of these AI systems right now in some way relate to reinforcement learning, and with now we have lots of compute, and you can do tons of interesting things for reinforcement learning.”
09 / belief
“Like, there was, I think six months ago, or maybe a year ago, if you tried to use, let’s say the latest Claude model for writing shaders, GPU shaders, the results were probably underwhelming.”
10 / evaluation
“we, I think like every company in the Valley right now, are evolving our hiring practices because the skills required to be effective are changing so fast, right?”
11 / recommendation
“So short answer is yes, right? So just like you can use, Claude code to plan out some complex coding task and you get some almost specification written out, those similar approaches absolutely can be applied to physical systems because imagine you’re trying to accomplish some task.”
12 / evaluation
“took the whole industry. But I think China is literally doing this marathon because they know that reliability, of these humanoids is a problem.”
13 / recommendation
“And then when you’re doing the production system, you can now remove the lidar and now you can actually get depth with just the camera. And so that difference between, like, a highly sensored R&D vehicle and then the down-costed production vehicle, we use that across our whole portfolio of products.”