Xpeng bets cars are robots, so humanoids reuse the stack
Xpeng president Brian Gu talks to Nicolai Tangen about China's 60%-plus EV share, the speed advantage behind it, and why flying cars and humanoids share the car's AI stack.
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Cars are only 30% of Applied Intuition's business
Qasar Younis and Peter Ludwig of Applied Intuition get into the physical AI market beyond cars, Cruise's collapse inside General Motors, and the launch of Dana, a toolchain for autonomy.
The internet is a rounding error; physical intelligence needs robots
Sergey Levine of Physical Intelligence on how robot foundation models evolved from pi 0 to pi 0.7, why generality beats specialization, and where robot data will come from.
Uber's COO says distribution, not technology, wins the robotaxi era
Andrew McDonald, Uber's president and COO, gets into autonomy's threat to the core business, membership as a growth lever, and AI budgets, agents and the China exit.
Specialized robots, not humanoids, will automate one industry at a time
Uber co-founder Travis Kalanick talks to the host of the Founders podcast about winning and losing at Uber, how to run fundraising as an auction, and why Adams builds specialized robots.
Argon drew 25 trillion tokens in 72 hours; Google remains capacity-constrained
Sundar Pichai, Google's CEO, gets into Argon's safety-gated launch, how Google plans compute two years out, and where agents, Waymo and moonshots go next.