Public evidence record
Published podcast speaker
Books, apps, and tools
app / likes
“The productivity unlock from just you looking at a machine, not like a sentient being, but almost like a physical agent of something you're trying to accomplish, unlocks things that I think are very hard to think about. So I love things like Moltbook and I love, let's say, OpenClaw revolution that's happening for the lack of a better word, but I think the big impact, that's still such a small part of society.”
hardware / likes
“The productivity unlock from just you looking at a machine, not like a sentient being, but almost like a physical agent of something you're trying to accomplish, unlocks things that I think are very hard to think about. So I love things like Moltbook and I love, let's say, OpenClaw revolution that's happening for the lack of a better word, but I think the big impact, that's still such a small part of society.”
hardware / likes
“The productivity unlock from just you looking at a machine, not like a sentient being, but almost like a physical agent of something you're trying to accomplish, unlocks things that I think are very hard to think about. So I love things like Moltbook and I love, let's say, OpenClaw revolution that's happening for the lack of a better word, but I think the big impact, that's still such a small part of society.”
Claim ledger
32 transcript-backed records
01 / commitment
“Our first, our first core value is on round safety. So I think we can’t underline enough that, us also verifying and validating that the systems that we’re deploying are safe to us is probably as important as, like, some regulator or a customer saying,”
02 / evaluation
“Yeah. And I think like, the broader point I think which, maybe is not obvious but it’s worth saying is in physical AI world, we’re not really constrained right now by, like, the intelligence of the models.”
03 / belief
“Android has a huge suite of testing and it’s a reliable operating system that runs on thousands of devices. And we think we can, we can do the same in all these physical moving machines, with the difference that we’re really in a safety critical realm.”
04 / belief
“I directionally agree with that, but I would say that’s not more of a YC function, it’s more of the market has changed.”
05 / belief
“There’s actually a step in the middle which is, like, advanced engineering, and I think a lot of the industry is moving into advanced engineering where it’s like it’s not fundamental research.”
06 / belief
“I first wrote the my AI engineer piece three years ago, and when I first wrote about it, I was like, “Actually, not everyone should be an AI engineer,” ‘cause I think there’s a there’s an extremist stance where well, every software is an engineer is an AI engineer.”
07 / belief
“At some point it, that doesn’t make sense. And so even, from our earliest days in autonomy, our view was you’re still gonna do real world testing.”
08 / belief
“I think that, like, you look at the mix of our engineering, eighty-three percent of the company is engineering, so it’s, like, a giant list.”
09 / belief
“I think if you talk to our trucking customers, they wouldn’t even perceive, they, like, some sense like, “Oh, you guys did some automotive stuff, but you’re, you’re really helping us.”
10 / belief
“Maybe that’s, like, a different way of asking the same question but ma- more answerable. I think always yes.”
11 / belief
“The mass And you have, you have the general categories of on-road and off-road. I think that’s what you’re thinking.”
12 / preference
“I think the I think the thing you probably need more than an engineering degree, though engineering degrees are, like, very important, like, I don’t know if there’s a way to shortcut, like, fluid dynamics or heat transfer”
13 / preference
“I think we’re like Michigan guys who are kind of more of that traditional engineering kind of a realm, or lineage.”
14 / evaluation
“There are sometimes screens within the cabin or for example of a car or a truck or something like that, but most of the value we provide is putting intelligence that is in safety critical environments. So that those two words are really important because learn systems can make mistakes if you’re asking for, like, some, so something like, “Tell me about these podcast hosts that I’m about to go meet.”
15 / evaluation
“I think companies like Waymo are doing a lot of service positively to the industry in the sense of they’re, they’re setting a high benchmark and they’re showing, kind of in a very responsible way how to, how to deal with these.”
16 / prediction
“I think we’re a Sunnyvale company and I think just from this conversation and kind of our backgrounds, you can kind of predict a little bit of what that means.”
17 / prediction
“It is not considered to be exploitative because you have no choice. And I think we'll look back in 25, 30 years, we're like, people were just tired, under the influence, extremely stressed, going through a traumatic life experience, and then they jump into a car like that.”
18 / recommendation
“Yeah, that list is, I've been thoughtful about that. And the reason I use books like the autobiography of Malcolm X as an example is I know that's not on the top of the list.”
19 / belief
“We still have people clean, but we also are, our employees also are aware of their surroundings. And I think there's a direct line between be quiet and alone and clean your desk and well-written software.”
20 / belief
“Now, if we do it apples to apples, America just has to build great EVs. That means Tesla and everybody else combined and we don't care about profits, I think America would field some very good products and there would be wow products.”
21 / belief
“I think the real advice is to fight fear. And I feel that anxiety, especially when I go to Michigan and outside of people in the Silicon Valley bubble, it's like just try to learn a little bit about the technology that you're afraid of and you'll start seeing some of the edges.”
22 / belief
“" Being a founder is its own muscle and you want to exercise that muscle. But I think a lot of founders, especially early in their founding career, put such an incredible pressure on themselves to make it great out of the gate that they actually miss the thing that you're getting in that first round, which is learning and building that muscle.”
23 / evaluation
“We can't throw out the baby with the bathwater. And so I think I implore everybody who thinks about AI broadly and physical AI specifically to always recognize that your monkey brain is programmed because of hundreds of thousands of years of living out in the wild and being in the cave that when you hear the rustle in the bush, that is you think it's a snake because that's what our ancestors were programmed.”
24 / preference
“I will drive for Uber or DoorDash and I'm willing to do that because I can turn that app off and pick up my kid and I prioritize that.”
25 / preference
“I'm reading the vibe coding book that came out where our whole company's reading that, which is a new book and it goes against my grain of my heuristic.”
26 / evaluation
“Or more often than not, when I think about companies that have been very successful is they have momentum going in a specific direction and that wall of sound overwhelms any new sound that's emerging which is, "Hey, the market's changing, the market's changing.”
27 / preference
“I continue to believe that I think our brain emotionally loves the humanoid concept because we're monkeys.”
28 / prediction
“I think in any technical shift, the emergence of WhatsApp, just as an example, there are people who are damaged by that, literally companies that go away, but also humans who are damaged by the advent of that technology.”
29 / evaluation
“The productivity unlock from just you looking at a machine, not like a sentient being, but almost like a physical agent of something you're trying to accomplish, unlocks things that I think are very hard to think about. So I love things like Moltbook and I love, let's say, OpenClaw revolution that's happening for the lack of a better word, but I think the big impact, that's still such a small part of society.”
30 / evaluation
“We don't just believe in that philosophy. And I think we believe that what maybe a more tactical way of saying that is we take inputs of the environment, our customers, specifically, our employees, our competitors, of our investors, and of what's happening in society write large, and that impacts our strategy.”
31 / prediction
“It took you 500 engineers a couple of years." This AI thing could be real and the things I'm reading on X about just vibe coding your way to replace billion dollar companies, that might be the case and the market immediately prices in that risk.”
32 / prediction
“That's in a very, very true way. And so I think a lot of, let's say, the negativity around AI comes from people who frankly speaking are living in a very, very good existence.”