Qasar Younis, CEO of Applied Intuition, discusses the future of AI, arguing its most significant near-term impact will be in physical industries like farming, mining, and construction. He shares his philosophy on building a company quietly, the importance of early traction, and the core values that drive Applied Intuition, while also offering a nuanced perspective on China's AI capabilities and how to develop leadership taste.
Rivian CEO RJ Scaringe discusses the company's complete pivot from a rules-based '1.0' autonomy system to a vertically integrated, neural network-based architecture. He outlines the essential ingredients for success in autonomous driving—from custom inference chips to a robust data flywheel—and explains why a software-defined vehicle architecture is non-negotiable for survival. Scaringe also touches on the upcoming R2 model, the importance of market choice, and how superior, proprietary data will be the key differentiator in the age of AI-driven vehicles.
A discussion on the evolving economics of autonomous vehicles, driven by end-to-end AI, and the growing local opposition to AI data centers due to concerns over resources like water, electricity, and noise.
A deep dive into the key takeaways from CES 2026, covering the surge in humanoid robotics and the evolution of software-defined vehicles, followed by a nuanced analysis of the shifting US-China export controls on advanced AI chips.
Brooke Hopkins, founder of Coval, discusses how evaluation methodologies from the autonomous vehicle industry, particularly from her experience at Waymo, can be adapted to build reliable, scalable, and trustworthy voice and conversational AI systems.