Sep 16, 2026

The Watchdogs of AGI — Rune Kvist of AI Underwriting Company

AIUC co-founder Rune Kvist discusses their $40M Series A, emphasizing that AI adoption's biggest constraint is trust, not capability. He details AIUC-1, their quarterly-updated standard for agent security and reliability, and their expansion into model certification to bridge the trust gap between frontier labs and governments. Kvist highlights the critical role of standards and insurance (partnering with Lloyds of London) in quantifying and mitigating AI risks, from agent liability to national security concerns, and preparing for future challenges in robotics and multi-agent systems.

Sep 15, 2026

How Physical AI Learns Across Language, Video and Action — Ming-Yu Liu

Ming-Yu Liu from NVIDIA details Cosmos 3, a novel omnimodal world model capable of video description, generation, and robot action synthesis. He elaborates on its architecture, which integrates a vision language model with a bidirectional diffusion generator. Liu defines world models as a collection of tools comprising forward dynamics, inverse dynamics, and policy, trained synergistically. The discussion covers learning robot skills from human video, the crucial role of neural simulators like Cosmos Dreams for policy verification and accelerating development in robotics, and the importance of safety for future humanoid robots. The episode concludes by outlining the Super, Nano, and Edge model sizes and NVIDIA's commitment to open-sourcing Cosmos's code, models, and data.

Sep 10, 2026

How AI Is Rewriting the Power Law of Venture Capital

This episode delves into how AI is fundamentally altering the power law of technology investing, making capital a compounding advantage for AI companies and expanding the total addressable market far beyond traditional software. The guests discuss rethinking portfolio construction, the challenges of evaluating true AI traction amidst hype, the struggles of legacy SaaS businesses, and future trillion-dollar opportunities in robotics, autonomy, healthcare, and physical infrastructure, emphasizing that the real bottleneck for AI's growth is often on the supply side, particularly compute and energy infrastructure.

Sep 10, 2026

AI Is Missing This Data

David Fattal, CTO of Leia Inc., explains why stereo data is crucial for developing robust AI world models that can accurately understand 3D geometry and interact with the physical world. He contrasts it with monocular data, highlighting stereo's superior ability to ground AI in reality. Fattal introduces Leia's technology for glasses-free 3D displays on standard devices, predicting a "device-data flywheel" where accessible 3D hardware drives user-generated stereo content, providing essential data for AI advancement, a crucial differentiator for future AI companies.

Sep 04, 2026

Why World Models Could Change Robotics, 3D, and Creativity

World Labs co-founders discuss Atlas, their frontier world model centered on "new view prediction." This paradigm unifies 3D generation and reconstruction, enabling precise spatial understanding from sparse inputs. The conversation covers its multimodal architecture, the shift from dense to sparse reconstruction, and its profound implications for creative industries, architecture, and particularly robotics, where it addresses critical data scarcity challenges for simulation and policy learning.

Sep 03, 2026

Redefining Chip Architecture with Arm CEO Rene Haas

Arm CEO Rene Haas discusses Arm's evolution from IP licensing to producing physical chips, the transformative role of AI in accelerating chip design and verification, and the critical supply chain bottlenecks impacting data center build-out. He also covers SoftBank's strategic capital deployment, the immense opportunities for Arm in the burgeoning robotics sector, and emphasizes why power-efficient CPUs remain fundamental to all AI workloads, from data centers to edge devices.