YouSaid · the spoken record

Qasar Younis

lines on the record: 92
first: 2026-07-21
most recent: 2026-07-21
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“And if you look, by the way, under the hood of a dirt mover or combine or diesel truck, they'll have Cummins engines in them. But nobody says, well, because all these guys buy Cummins, this means that they're whatever caterpillar is not a good company. It's like, no, that's just a component that they buy. They have a different role. So when you look in any of these verticals, it's just a complex web of folks. That's why I always say the chip kind of analogy actually works quite effectively because none of those companies make chips, but they all buy chips. And so I think that's a good way to think about it.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Broadly, when you talk about machines and machines becoming intelligent, right? Fundamentally, a machine is a collection of these different components that are integrated. And whoever does that final integration is oftentimes the company that puts their badge on it, the brand name, but many, many companies are building technology that goes into that machine. And so we now have a bunch of technology components and platforms that can go into these machines. But we also sell the core technology that can be used to develop them as well.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“All that depends on what actually gets in the long horizon, all these things will be fully autonomous. But the intermittent steps are very much what we saw in the PC, where you have this slow step up to one day that'll be like now nobody really looks at laptop specs and even maybe frankly your phone specs. But that's not the case from basically 85 to 2002, 2005, where finally people stop actually specing at all. And then they're really moving to laptops. But there's a similar kind of 20 year, I think, horizon there.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“It's like saying, How are governments dealing with AI? It's such a broad topic. And each manufacturer, like even you take Honda Nissan, Toyota, three Japanese manufacturers with, you know, long legacies, they all approach it very differently. They're roughly in a spectrum of we're going to build to we're going to buy and both extremes, more than ever we're going to buy is the common answer because they've been trying and we've been there the whole time. For the folks that are going to build, we provide them tools. And we talk a little bit about our new product that we're announcing here.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“We actually look and talk and walk a lot like a silicon company, except we obviously do. We don't make chips, but we have design wins, and then we have really large, long-term relationships. And once we're in, we're in, it's really hard to take us out. So you need deep trust. Our partners have really a lot of deep trust. And we know their markets really, really well. The things that Jensen knows is he knows his customers. That's why NVIDIA does well beyond the fact, obviously, they make a very complex technology. So how are they?”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“They have test tracks, they know safe, they know their own trucks very well. So when we go and provide them with the intelligence and the integration into their physical machinery, that's a fantastic one, two punch. I think today the world is ready to consume AI in the real world. And that's a lot because of ChatGPT and Anthropic and all these everything that's happened. So people are no longer like, what's a self-driving car? And there's because of Waymo and Tesla. So the market is ready to consume. And I think you just have to meet the market in the way that the best way possible. And our view of that has always been you go through some of the people who run the economy right now, whether it's a mining operator, whether it's the Department of War, whether it's the manufacturers. And we work within each vertical, with the right partner. But that's a fundamentally different view than a Tesla or a Waymo, which are going to be vertical. We're really playing the horizontal. And I think the way we can always think, we think about that our companies, and we're kind of like a chipmaker.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“It's like, I mean, a controversial thing to say is, I actually think Cruz, you know, they were certainly moving at a much faster pace than Waymo. They started way behind, and you're talking about neck and neck when, you know, ultimately the plug was pulled. So who knows what happens in the long term? Our hypothesis in that same equation is actually the distribution, you let the manufacturers do that. Like we run self-driving trucks right now in Japan. They carry commercial loads. They're safety drivers there, but they're autonomously running, but you won't know that because the brand is a suzu. That's the customer, and why it's so good for us to partner with Isuzu in that case is that company's been around for almost 100 years, right? If I'm not mistaken, a pre-World War II company. And they are, you know, they know the government.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Right. Okay. Yeah, and I think it wasn't clear. I mean, by the way, you know, you, actually, all people, you spoke at YC at 20 in 2013. I was an audience. I was a partner at the time. And you said something which I think is very recursive here. We're feeding each other advice. It's the key thing in the new technology business. Actually, everyone kind of figures out the technology, though that's still hard. It's still hard sometimes to build really complex things. It's when and how you deploy them into the market. The when becomes really important. You're two years early and you're doomed. You're two years late. There's too many competitors. You have to like hit it at the right spot. And I think.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“So then a lot of what applied intuition does is kind of, as you said, like that dance. It's like how to be a great partner to these companies, bearing in mind their own very real issues and constraints.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“You know, that's what happened. They're like, the board was like, What are we gonna do about Cruz? What can we do? It's like Giles a good guy and then it's like cue house of the rising sun people running through a San Francisco office just kidding don't So I think there is a universe that would have survived, but it's tough.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“I was like, no, actually, making a modern combustion engine is extremely complex. It's not just like, you know, it's not simple stuff. And so the macro point, I think, is it's a bunch of things. I think safety is always at the top of their list. I do think, you know, we've hired lots of crews people. I think the way they dealt with that specific issue with a government, you got to dance a particular way when that happens. And it just didn't dance exactly right. And that just gives government bureaucrats more ammo to go after. And you're a big target like General Motors. You got to, you know, it reminds me, guys ever see that movie like Goodfellas, one of the last scenes, The House of the Rising Sun, all the old bosses go in the back of the courtroom and they're like,”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Way, way more similar there. Literally, people don't know this. The Google leveling system is the same as the Job Bonus leveling system. And I used to say, are you saying this inside of Google meetings is like, hey, actually, some of the engineers I knew at General Motors are better than the engineers here. And people would look at me like, I'm saying there's no God in church. It's like they're like, How dare you, you metal bending monkey from Detroit?”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Even as a part of General Motors. So I think you always have to take it into the context of where the company is, where you need negotiations are happening literally that year. And if you're the union, you're like, you can't make a billion dollars for us, but you're funding this thing that's killing people and it's sloppy. And so I'm not saying precisely that's what happened, to be very clear, but it's a multivariate problem. My other hot take is, you know, I worked at both companies, right? Google and general motors, those companies are way more similar than they're different.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, yeah. Yeah, exactly. And that's the one two punch of automotive. It's quality and safety. Quality and safety. And quality really becomes because the Japanese really reset that stage because that's a whole separate automotive history. We could talk about automotive history for an hour. But the punchline is you have the Silicon Valley company meeting this immovable object. There is a parallel universe that cruises out there right now.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Like the distribution is this is a consumer product of the stat might be outdated, but when I worked in safety systems 20 years ago, I remember GM used to pound into your head of the top five consumer lawsuits in American history. Three are automotive. We got the majority, right? So you have to be extremely careful. We had these weird things like inside the company, it wasn't red, yellow, green. It was like purple or like you'd always have to as a decoder because you know why? Because when they go to lawsuits, they're like, you let a safety system that was marked red go to production. It was like, no, it was marked magenta. So can you imagine how infuriating that is every time you're like,”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Still publishes. So it's a real true insight into a large corporation. I'm incidentally just reading it out, even though I've worked at GM20 some years ago and had know a lot about the company. And what's shocking is it's not only about GM, most of the major manufacturers actually still operate that way on the inside. And so the question isn't the point, I think, for everyone to take away isn't that the They're not stupid. It's kind of like when you're selling to the Department of War and people say, well, why are you doing that? It's like, well, the distribution defines the business”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“And you cannot understate how important gentlemen motor is to the history of the American corporation. Sloan's My Years at General Motors and Adventures of White Collar Man, if you run a large engineering organization, you should read that. This thing that we talk as a modern corporation didn't just emerge. Sloan and Kettering create. Kettering is ahead of engineering created with this with levels and vice presidents and how do you do functional and matrix organizations, it really is like the source code.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, really. I mean, it is. I think we say that sometimes almost like flippantly. But these companies are like extension. Like Hyundai is an extension in the state. It is an extension of the state. Volkswagen is literally Volkswagen board members are members of the government. So these are extensions of the state and almost every, and there used to be an old saying, what's good for General Motors is good for America.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“So, you know, full disclosure, General Motors, is a customer. And I went to the General Motors Institute, so we have a lot of love for the company. But incidentally and ironically, I'm reading a coincident, I should say, I'm reading this very famous book, which I had actually never read before called On a Clear Day You Can See General Motors. And DeLorean's book. Have you read it?”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Oh, yes. It's like, well, what are the bottlenecks, right? And the bottlenecks, there's plenty of them, but whenever you're dealing with physical systems, inevitably you hit a lot of gnarly harbor problems. It could be anything from overheating to sensor being slightly miscalibrated or funny issues yesterday was A fogging sensor”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Self driving system are and essentially you then find data like that or you synthetically create data like that and then you close that loop and you see are you performing those same scenarios better and better I think if you fast forward some years, that will be a completely closed loop, like with no humans intervening. Right now, you still have like, like, what's the fog era that we saw? We still see errors in the real world that impact self-driving. Oh, yeah.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“More than that at this point. And we're a strong believer that synthetic data can accelerate autonomy development. We've just seen that. And then there are lots of other secondary tertiary technical innovations that happen. Obviously, the transformer revolution hitting self-driving, massive. Basically everything done in self-driving pre-21, 22, relevant, but you're almost like that's kind of the starting point. But it's also different than today being the starting point. Like those four or five years are actually, there has been a lot of work done. You can see it most clearly with Tesla, but there's other folks in that process, the actual techniques historically and I'm simplifying here. Imitation learning was the way the game, which was collect a bunch of data and then the models would basically imitate what human drivers do. The real state of the art right now is end-to-end reinforcement learning in a closed loop in your tools. And so it's a little simplified to say the system learns itself. It identifies where the issues in the system.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“It's difficult, but it's also not difficult. I mean, I think we have one of the largest data collection fleets on the planet, frankly speaking. So that's how you bootstrap your way into it. That's just money and resources and technical knowledge. But it's not like there's probably more than five companies that have that technical knowledge. So it's not extremely obscure. I think what is more difficult is then how do you actually have that model which is going to work on lots of different hardware and is tested appropriately because you saw it in Cruz, right? Cruz was this company that did amazing self-driving work and then one accident General Motors owns them and they get super scared and they pull back. So it's like just getting these things into production is actually more difficult than it seems. I think we believed synthetic data was going to be important. So we started our synthetic data team like five years ago now plus.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“There's kind of a chicken and egg thing, which is in order to build an autonomous physical thing, you need a lot of data. Get together that data, you need a lot of physical autonomous things running around collecting the data.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Ironically, is actually plays in our favor because once we have a massive proprietary data sector where we've been building, we already have hundreds of petabytes of data. And then we have our own tools, which are like synthetic data tools, NeuralSim. We can use our own tools with our own proprietary data, and that allows us to build some of the best systems in the business.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, and I think you did talk about human data collection has been its own little area of interest. But when you talk about collecting data in places like Korea, where they have South Korea where you have North Korea, they don't allow mapping companies, let alone allowing an American company to come in and data collect. So we've figured out over the years whether it's the Middle East, whether it's LADM, how to get into these countries, work with the governments, and get the thumbs up to collect proprietary data. And so in the way that it is similar to other digital AI systems, your proprietary data sets, scaling laws, all that stuff is the same. It just applied in a very, very different way. And it's almost like the way to think about it is like the diffusion of these models is very different because you can't, it's not everyone can just access them through a phone. And so that.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“A machine that weighs many tons, or think of a humanoid, which could fall over on your children, you care a lot about safety and the evaluation of that safety. And that is really sort of getting to the state-of-the-art physical AI and really proving out the safety case around some of these CD-BR models.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“A few other things on digital versus physical AI. So in digital AI, the state of the art is you can train models effectively on the entirety of the internet and then maybe augment that with additional data that's been collected and refined with some hired experts. This is sort of a hot field right now. But generally you're talking about a foundation model that's built on internet data. In physical AI, the internet data is useful too. However, to actually be able to build a foundation model in Physical AI, there's also a lot of private data collection. When we're talking about mines or logistics or any of these other fields, the data that's useful for training models there is not necessarily available. So we have to do a lot of work ourselves actually going out and collecting that data. And then the other key factor is safety, right? If you're talking about building a smartphone app, you don't necessarily care about is a safety-critical application. But when you're talking about moving”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Of China not allowing Facebook to come in, and then you get into the next level of the online offline stuff. There's more resistance to Ubers, to DoorDashes. Suddenly there's local players who are being favored very aggressively. When we get to physical AI, I think there's going to be huge, and also there's like a larger geopolitical theme of kind of more fracturing than globalization. You're going to have this demand for this AI should somehow be localized. And I think that has to play into our strategy as well. We're a technology provider. So we can provide that technology across the globe. And I think that's something that's understated in this conversation.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Getting to that level of kind of sovereign AI is now a discussion. Sovereign AI really is about physical AI because that's where you're talking about AI in defense. You're talking about AI in the physical machines that are moving around. If you look just at the example of Waymo from America and Pony from China trying to deploy in, let's say, the other country, so not America, not Europe, not China, every one of those spaces they're way more hesitant of saying, yeah, thumbs up, your robotaxis can run unfettered on our country. And so if you look back just at kind of this arc of the internet, when the first internet companies come, nobody's really thinking about sovereignty at all. It's like the browser goes everywhere, the internet goes everywhere. That's almost the power of it. Then when social media emerges, there's a bit more of, hey, actually not every social media.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, I think a lot of times people think about the progress in physical AI as limited to basically two use cases, and they're just because they're obvious and interesting, which is Robotexes and Humanoids. They're very visceral. They excite you, and they're kind of sci-fi. I think those are very interesting. And there is real work being done by us and other people in those domains. I think all the other domains, I think, are going to be just as important. I mean, you just think about what happens on a port. There's a huge unlock there. And that's, I think, that's the area we're really focused on. It's like all the other Nixon crannies. If you look at like, we've talked before about the rise of Cisco and how networking kind of went from first individual machines and companies would get network and then entire countries were getting network. There's a similar thing happening with AI. AI is”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“I think that's roughly it. I mean, the mission of bringing intelligence to a billion machines, that is how we think about it About what are the types of machines that will have the most impact on and focusing on those areas first, but we'll get there.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, good news, bad news. And I think when you talk about scale, we're at that phase where These giant markets are around us, and we can make the decision how aggressive do we want to pursue those because decade of frankly execution and deployment into production. I think the hallmark of our engineering team is putting products into production. That really is a big, I don't know, how do you think about scale?”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, north of a thousand engineers. And those engineers are obviously the classic software and AI engineering teams. But we also have engineers who really know safety systems. We also have engineers who really know hardware because the important thing that we're kind of just tipping around, stepping around is all this stuff is hard because it ultimately has to meet the real world. And the real world has way more complexity and has a lot more issues. And we have engineering teams. I mean, we've deployed our models on the 50-some platforms. Even that sounds trivial because mostly when you think about models, you think about deploying them through a browser or on a phone and everything's abstracted away because you have iOS and you have Android and you have Windows and you have Linux and you have all these systems that have already taken care in the real world. You don't have that. And so we have engineering teams that can do that as well. Our claim to fame as we've raised over about a billion dollars in the company's history. All that is sitting in the bank. And I always say that with an asteroid, it doesn't mean we're not going to spend it next month.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“And we're already doing work like that where you say, hey, let's take an entire port, let's take an entire mine, let's take an entire query, and this heterogeneous mix of machines, they all can talk to each other and they can optimize and be efficient when one machine goes down or one machine has an issue. The rest of the mind doesn't have to stop. When it's human-driven, we didn't even know the machine's going to go down because there's no analysis. The human is not plugged into the core systems of the machine. So a simple thing like knowing when a break system is going to break is actually huge because you can start preparing for it in advance. You're like, oh, this wear and tear is higher than in other minds. Using an example. But the other macro point is if you look at agriculture as an example, average American farmers 58 years old, the number is something like under 35, it's less than 10% of farmers are that young. So what's going to happen? The need for food growth is continuing to grow. The need for”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“I think both. The thing that you have to remember is you take a haulage system that's in a port, like a caterpillar, a kamatsu, a dirt mover in a mine, those are made for 20, 25 years. So the buyers of those products, they might not have gotten their full cycle ROI on them. So they're not immediately going to buy something new no matter how much better it is. So one part of our strategy is you got to make those things intelligent because they're not going anywhere. The second is what you're talking about, which is, well, that depends on a human and a cab. If you don't have a human in a cab, the machine can be smaller. It can be shaped in very different ways. And you talk about mining underground. The constraint actually is the human because the human needs to breathe and it needs to be very dangerous. And so you can build a very, very different machine. We're doing both of those things. And then the thing that we're not talking about is we're all talking about intelligence almost like within a system, but the system level intelligence is where the unlock is.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“The manufacturers are important, but maybe the mining operators are actually really important, or the Department of War is really important, and suddenly they become customers, and all of those are customers of ours as well.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, even today, even if you'd put that, let's say, a view on us, the automotive is 30% of our business, so 70% already is non-automotive. And I think if you fast forward another 10, 20 years, even the manufacturers themselves as a customer base will be a small amount. I think that mission, just keep thinking a billion machines becoming intelligent. And you think about all the types of machines that exist. Automotive is just an easy one. I think it sticks in people's heads because we all drive cars and it's a big market. But I think it'll be a minority of the business is a minority of business. I think it'll be increasingly a minority of the business, but that doesn't necessarily mean it'll be small. Automotive is still huge just as a part of the globe's GDP. Automotive is something like 3% of all GDP. I think the way we always think about it is you try to get to your mission initially the manufacturers were the distribution to that intelligence to consumers. But then you start working in defense and you start working in construction and mining and agriculture and suddenly.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“A farming accident, those are real gnarly situations. Beyond just fixing that, if you can unlock productivity, I think we've seen the unlock in the digital world, and everyone's super excited about it and you have trillion dollar companies emerging. I'm a pretty strong believer that I think when we look back 25 years, if you look back to the internet now, if you look at the original internet companies that are doing surveying or they're doing some analytics and those are interesting, but really when you look back 25 years from now, the big monolithic companies are Amazon that delivers you stuff. Apple, these are the true kind of companies that come of age. And I think when we look back 25 years into intelligence revolution, the companies that impact the physical world might actually be bigger than the companies that impact the digital world.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, for the people who don't know, applied intuition is a physical AI company. We put intelligence on machines. That's the simple way of describing it. And all types of machines, so cars, trucks, tanks, drones, you name it. It's a physical moving thing. We make an intelligent. And the history of the companies, we originally started by making the tools that would make the antenna. Then we got into the actual intelligence itself. In some ways, like a very boring AI company in the sense of 83% of the company is engineering. We win by making really great products. It's not like a good sales or something like that. I don't think we're good enough for a sales-enabled company. But yeah, over a thousand engineers and based in Silicon Valley, but we have offices globally, 18 offices. And our mission is to put intelligence on a billion machines. And we think that can have a profound impact on society, both in the kind of pissy things everyone talks about, safety. If you really talk to somebody who's been in a car accident or in a mining accident or...”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“There's no reason autonomy should be this obscure, difficult technology. Our vision for that is a high school kid that can make iPhone apps should be able to make autonomous systems. For designing and developing is what we're launching. It's called Dana”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source
“Our mission is to put intelligence on a billion machines, and we think that can have a profound impact on society applied intuition as a physical AI company. We put intelligence on machines, cars, trucks, tanks, drones. It's a physical moving thing. We make an intelligent.”
2026-07-21 · a16z Podcast · Why Physical AI Is the Next Frontier | Applied Intuition · IDENTIFIED FROM THE TRANSCRIPT · source