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Khan Academy founder Sal Khan, usually an optimist, argues AI-driven dislocation will arrive within years while society lacks reskilling answers, and is building a skills-based degree as one response.
Acon co-founder George Calaigeras argues robotaxi profitability hinges on fleet utilization, not cleaning cost, and that distributed robotic pods on scarce urban land beat depots, though customers remain unannounced.
Andreessen Horowitz investor David George argues every layer of the AI stack will succeed, while his Benchmark interviewer presses on whether token buyers, not just sellers, are earning returns.
Travis Kalanick, Uber's founder, argues entire industries can be automated by treating atoms like bits, but must first overcome the resistance to change that has dogged every industrial revolution.
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.
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.
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.