Aug 03, 2026

Waymo Co-CEO Dmitri Dolgov: The Demo Is Only 1% Of The Work

Waymo co-CEO Dmitri Dolgov outlines seven crucial lessons from fifteen years of developing and scaling the Waymo Driver, the world's most advanced physical AI. He details the unique challenges of physical AI compared to digital, emphasizing the critical role of reliability, strategic technology choices, continuous innovation through foundation models, structure-augmented learning, high-fidelity simulation, AI flywheels, and robust evaluation frameworks to achieve superhuman safety and build trust in real-world autonomous systems.

Jul 26, 2026

Jensen Huang: The Mindset That Built NVIDIA

Jensen Huang, CEO of NVIDIA, shares critical lessons from NVIDIA's journey, emphasizing how early failures and a commitment to learning new technologies, like purchasing textbooks from Fry's to pivot the company, laid the groundwork for their success. He discusses NVIDIA's strategic vision, driven by accelerating algorithm domains and seeing AlexNet as a universal function approximator, which led to a reinvention of the computing stack. Huang also explores the future of AI with agents, the importance of fine-grained control, and the "Linux moment" of open-source AI, while also forecasting the rise of physical AI and job creation. He concludes with profound advice on resilience, systems thinking, and the "how hard can it be?" mindset for aspiring entrepreneurs in this unprecedented era of technological reset.

Jul 25, 2026

Why Physical AI Is the Next Platform Shift

Encord Co-CEO Eric Landau reflects on his transition from a lucrative quant career to founding an AI startup, driven by a deep belief in AI's paradigm-shifting potential. He discusses Encord's slow, compounding path to product-market fit, the pivotal role of Physical AI, and the importance of embracing the emotional rollercoaster of startup life.

Jul 23, 2026

Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang

DoorDash co-founders Andy Fang and Stanley Tang discuss how AI and autonomous technology are transforming consumer behavior and delivery logistics. They detail the impact of "Ask DoorDash" on restaurant discovery and grocery orders, and the operational challenges and strategic advantages behind their autonomous delivery robot, Dot. The conversation highlights DoorDash's 'use case first' approach to autonomy, the critical role of data in scaling physical AI, and their surprising prediction that more Dashers, not fewer, will be part of DoorDash's future multimodal delivery strategy.

Jul 21, 2026

Why Physical AI Is the Next Frontier | The a16z Show

Applied Intuition discusses the emergence of physical AI, its mission to put intelligence on a billion machines, and its latest platform, Dana, designed to democratize autonomous system development. The conversation covers the vast scope of physical AI beyond automotive, the unique challenges of real-world deployment (safety, data, hardware), the current state and future of self-driving cars and trucks, and the transformative potential of humanoids and world models. They also touch upon the geopolitical landscape of AI and the global ambitions of Applied Intuition.

Jun 18, 2026

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Intel CEO Lip Bu Tan shares his strategic vision for turning around the tech giant, focusing on cultural transformation, strengthening the balance sheet with key investments (including the US government and Nvidia), and driving innovation in foundry, advanced packaging, and new materials. He discusses collaborations like Terafab with Elon Musk, the profound impact of AI on the semiconductor supply chain, and his investment philosophy for the evolving industry, aiming to position Intel for agentic and physical AI at the edge and client, not just centralized compute.