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 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.

Jul 17, 2026

AI Can't Learn The Way Humans Do - This Could Fix That

This discussion explores world models as a promising path to solving sample efficiency in AI and achieving AGI. It contrasts deterministic control (Newtonian physics) with stochastic environments (RL), explaining the challenges posed by large action spaces in Go, self-driving, and robotics. The episode delves into how synthetic data, video diffusion models, and latent space architectures like JEPA are making world models practical, while also highlighting remaining open problems in physics modeling, real-time adaptation, and rich sensory integration.

Jun 27, 2025

Moonshot Podcast Deep Dive: Sebastian Thrun on Waymo’s Early Days

Sebastian Thrun, co-founder of Google's Moonshot Factory, recounts the early days of X and the Waymo self-driving car project. He shares insights into the unique management philosophy that fostered radical innovation, the ethical responsibilities of technologists, and his optimistic vision for the future of AI.