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This week's podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:AgiBot (discussed in last podcast)GalbotBooster RoboticsDEEP RoboticsYou can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours. ----------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next.In this episode of The Bid, host Oscar Pulido is joined by Tony Kim, Head of the Global Technology Team within BlackRock Fundamental Equities. Fresh from his 13th annual technology tour across San Francisco and Silicon Valley, Tony shares what he heard from leading innovators and how the AI conversation has evolved from model development to compute, infrastructure, physical AI and the changing shape of the technology stack.Tony explains why AI investing may increasingly require looking across multiple layers of the ecosystem: the physical layer of power, chips, data centers and cloud infrastructure; the intelligence layer of foundation models; and the application and services layer where disruption remains a central question. The discussion also explores how AI is creating both scarcity and abundance, why data center demand is reshaping supply chains, and how countries and companies tied to the compute build-out may be positioned differently from more service-oriented parts of the market.Check out our previous tech tour episodes with Tony Kim:2025 - https://open.spotify.com/episode/6ffqOgM2CDbJGEoaWjgjIP?si=418fdf5f886c4f622024 - https://open.spotify.com/episode/3ruCZNZ7vHghypqwnQzslg?si=e62206f037df409bKey moments in this episode:00:00 Introduction01:57 AI Wave Expands - How AI investing is expanding from model development into space, robotics and physical systems.05:28 AI Goes To Space - How low Earth orbit satellites could create new forms of AI data and, potentially, new compute architectures.07:51 Physical AI Adoption - Why autonomous vehicles, self-driving trucks and humanoid robots are part of the broader physical AI story10:00 Rewiring The Internet14:38 Where To Invest Now - How the shift in market value toward compute and model-centric companies is reshaping stock market trends.18:55 Risks And Optimism22:38 Wrap Up And What's Next on The Bid AI investing, artificial intelligence, technology investing, capital markets, megaforces, data centers, robotics, stock market trendsSources: BlackRock Fundamental Equities analysis of AI-related capex spending through 2030, as of July 2026; “How much does a GW of data center capacity actually cost” Investing.com, 2025; S&P Global Indices as at July 14th 2026This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More people getting nabbed for fraud under Trump. Despite the flaws of the GOP, they are imminently better than the Socialists/Democrats. Today’s Popcorn Moment: NIH director Dr. Jay Bhattacharya talking about the Fauci testimony. Inventor proud of his Robotic mouth. Today on the Marketplace: Collectors ninja turtles pizza power. Remember when Pizza Power performed at Radio City Music City Hall. Only Fans for squirrels. Donna Mills now has an Only Fans account. See omnystudio.com/listener for privacy information.
Craig is not feeling great today. It's Spiderman day today. Putting the seat down after using the toilet seat. Stephen A Smith apologizes to Kyrie Irving for not getting the vaccine after Fauci testimony. Utah best place to live. Aldi selling ice cubes for $5. Florida man admits to armed robbery ONLY after cops show him the video. More people getting nabbed for fraud under Trump. Despite the flaws of the GOP, they are imminently better than the Socialists/Democrats. Today’s Popcorn Moment: NIH director Dr. Jay Bhattacharya talking about the Fauci testimony. Inventor proud of his Robotic mouth. Today on the Marketplace: Collectors ninja turtles pizza power. Remember when Pizza Power performed at Radio City Music City Hall. Only Fans for squirrels. Donna Mills now has an Only Fans account. Adam Schiff happy that the Democrats are moving towards socialism. Deborah Birx pivots the narrative. Meme photo makes it way onto WGN TV News. Woman caught doing cocaine and heroin while driving. Trump announces that Hamas has agreed to disarm. Murder rate plummets in the United States. Brian Baker, Jerry Lopez, crossover. See omnystudio.com/listener for privacy information.
Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of RoboStrategy. After managing personal capital through Mechanism Capital across both public and venture markets, Andrew turned his focus entirely to the under appreciated robotics industry a space he identifies as being at a critical inflection point reminiscent of AI in 2022 or crypto in 2014. They dive deep into the underlying method behind finding asymmetric bets, sizing positions, and distinguishing a true contrarian play from simply being the sucker at the table. Andrew breaks down the multidisciplinary engineering breakthroughs that sparked his initial bullishness on humanoid robotics and why he believes the industry is poised to become a multi-decade, trillion-dollar powerhouse.
Episode 629 of the A Minute to Midnite Show. Data Centers. Artificial General Intelligence and robotics. War in the Middle East and Ukraine. Massive “manufactured” global oil shortage on the horizon. Masonic and illuminist infiltration of governments. What does this all mean and why is it important?
Chinese robotics maker Unitree Robotics has launched its IPO process on Shanghai's STAR Market, as the company rides growing demand for humanoid robots and embodied AI.
Show Notes - July 31, 2026Computer model could enable bridges and buildings that use less materialAuthor: Zach WinnSource: MIT NewsLink:https://news.mit.edu/2026/computer-model-could-enable-less-material-bridges-buildings-0624Self-Healing Contact Lenses Activated by UV Light: A Breakthrough in Vision CareAuthor: Bioengineer.comSource: Bioengineer.comLink:https://bioengineer.org/self-healing-contact-lenses-activated-by-uv-light-a-breakthrough-in-vision-care/Research Paper:https://pubs.acs.org/doi/10.1021/acsapm.5c04803AI identifies pancreatic cancer years before diagnosis, offering potential for earlier treatmentAuthor: Mayo ClinicSource: Mayo ClinicLink:https://www.mayoclinic.org/medical-professionals/cancer/news/ai-identifies-pancreatic-cancer-years-before-diagnosis-offering-potential-for-earlier-treatment/mac-20602833World-first: therapy to make cells young again given to a personAuthor: Heidi LedfordSource: Scientific AmericanLink:https://www.scientificamerican.com/article/world-first-therapy-to-make-cells-young-again-given-to-a-person/Company Link:https://www.lifebiosciences.com/Honorable MentionsWater locked in 1-nanometer channels could enable safer energy storageAuthor: Robert EganSource: TechXplore.comLink:https://techxplore.com/news/2026-06-nanometer-channels-enable-safer-energy.htmlAutonomous Bee Habitats - Hyve is a Mobile Beekeeping Concept Designed to Support Pollinator HealthAuthor: Amy DuongSource: TrendHunter.comLink:https://www.trendhunter.com/trends/hyve-1Mining batteries, in a microwave - Microwave-based method to upcycle old lithium-ion cathodesAuthor: DOE/Sandia National LaboratoriesSource: EurekAlert.orgLink:https://www.eurekalert.org/news-releases/1132337This Magnetic Charging Breakthrough Lets Electric Ships Recharge Wirelessly at SeaAuthor: Aaron GreenbaumSource: BGR.comLink:https://www.bgr.com/2191853/magnetic-charging-breakthrough-electric-ships-recharge-wirelessly-at-sea/
Why aren't hundreds of millions of intelligent robots already operating in the physical world?In this episode of NEXT with John Koetsier, John speaks with Seth Winterroth, partner at Eclipse, about the rapidly changing robotics investment landscape, the rise of physical AI, and the race to build the next generation of autonomous machines.They explore whether the world really needs hundreds of humanoid robotics companies, why timing matters as much as technology, and why some robotics startups may need to build the entire stack ... from hardware and embedded software to AI models, evaluation systems, and deployment infrastructure.The conversation also covers Genesis AI, Wayve, Project Prometheus, Apptronik, Figure, 1X, autonomous vehicles, delivery drones, industrial automation, surgical robotics, and the future of robots in the home.Topics include:• Why robots still aren't widely deployed • The five forces driving robotics investment • Whether 400 humanoid robotics companies are too many • Full-stack versus platform-based robotics strategies • The challenge of achieving reliability and safety • When useful home robots may finally arrive • Why autonomous vehicles are already robots • The industries likely to adopt robotics first • The future of manufacturing, logistics, transportation, and surgery • What the next major robotics inflection point could be Seth Winterroth is a partner at Eclipse, an investment firm focused on companies transforming physical industries. Eclipse has backed robotics and automation companies including Genesis AI, Wayve, MiND Robotics, Foxglove, and Third Wave Automation.Subscribe to NEXT for more conversations about AI, robotics, emerging technology, and the companies shaping the future.00:00 Why aren't robots everywhere yet?00:37 Introducing Seth Winterroth01:03 The robotics investment landscape02:00 Seth's background in applied robotics03:01 The five forces accelerating robotics04:04 Are there too many humanoid robot companies?05:00 Creative destruction in robotics06:02 How investors pick the winners06:38 Why robotics companies need velocity07:00 The danger of being too early or too late07:51 How Wayve benefited from entering later08:36 Project Prometheus and the $10 billion seed round09:05 Why Genesis AI is building full stack10:01 Full-stack robotics versus foundation-model platforms11:03 The dirty secret: Where are all the robots?12:03 Reliability, safety, and deployment friction12:39 The challenge of vertical integration14:02 What robotics companies should build themselves15:03 Capital requirements and the robotics J-curve16:01 How robotics companies can scale rapidly16:39 When humanoid robots may reach the market17:04 Figure, 1X NEO, Unitree, and AgiBot18:24 A broader definition of robotics19:04 Are cameras and dishwashers robots?19:39 Autonomous vehicles as embodied AI20:23 Why transportation autonomy could be transformational21:05 Why humanoids still have a long way to go21:44 One general-purpose robot or many specialized machines?22:35 What will make home robots successful?23:39 Finding the minimum viable home robot24:20 Physical and digital products25:04 Why the App Store model matters for robotics26:05 How robots will gain new capabilities over time26:35 The brutal economics of consumer robotics27:12 Consumers buy outcomes, not robots27:48 Robotics beyond humanoids28:18 Kiva Systems and the modern robotics era29:05 Why constrained environments win first30:02 Robotics in automotive manufacturing and logistics31:02 Eclipse's robotics portfolio31:31 When robots will begin walking among us32:03 The next major robotics inflection point32:42 Escaping the trough of disillusionment33:29 Why autonomous transportation is nearly solved34:04 How self-driving changes cities and society34:36 The future of robotic surgery35:01 Delivery drones and regulatory barriers35:39 Closing thoughts
The FCC's new power play means certain connected technology may be banned from import/sale/marketing. Listen for more on Two Minutes in Trade.
Capstan Compass Robotic System TM
Today's global stories range from renewed military escalation to a growing technology battle between the US and China, before ending with an unusually British prison controversy. Adam Gilchrist shares these stories with Lester Kiewit, looking at the latest missile exchanges between the US and Iran, America's move to restrict Chinese and other foreign-made robotics on national security grounds, and Charles Bronson's extraordinary protest after his prison pudding was served without custard. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
This week on The Beat, CTSNet Editor-in-Chief Joel Dunning spoke with Dr. Ahmed Ghazy, Head of Minimally Invasive Surgery at Johannes Gutenberg University of Mainz, Germany, about robotic cardiac surgery adoption and training. Chapters 00:00 Intro 01:06 SRS Conference 03:57 JANS 1, Surgical Left AA Closure 05:01 JANS 2, Mainstream CTS Research 06:20 JANS 3, Socioec Deprivation Aortic Outcomes 07:55 JANS 4, Standalone & Hybrid AF Ablation 09:54 Video 1, Type A AAR & PA Banding 11:32 Video 2, Off-Pump SVC Reconstruction 13:39 Video 3, Endarterectomy & Off-Pump CABG 14:29 Dr. Ghazy, Robotic Cardiac Training 29:48 Upcoming Events Dr. Ghazy shares his experience working with Dr. M. M. Yusuf, a cardiothoracic and vascular surgeon at Apollo Hospitals in Chennai, India. Their conversation covers Dr. Ghazy's hands-on experience with various robotic systems and simulators, the professional connections he made, and insights into India's healthcare system. He also details the logistics of organizing the visit, including the application process and the specific procedures he performed. Furthermore, they discuss the difference between robotic systems and the difference between robotic-assisted and traditional minimally invasive surgery. Joel also highlights recent JANS articles on methods and criteria for evaluating the success of surgical left atrial appendage closure, evaluating the mainstream influence of cardiothoracic surgical research, insights from a 20-year single-center cohort on the impact of socioeconomic deprivation on early and long-term outcomes after major aortic surgery, and safety and efficacy of stand-alone and hybrid thoracoscopic atrial fibrillation ablation. In addition, Joel explores Type A interrupted aortic arch repair and pulmonary artery banding through a left posterolateral thoracotomy, off-pump superior vena cava reconstruction with mediastinal mass excision for SVC syndrome, and a 30-year-old bullet injury causing carotid stenosis—simultaneous carotid endarterectomy and off-pump CABG. Before closing, Joel highlights upcoming events in CT surgery. JANS Items Mentioned Methods and Criteria for Evaluating the Success of Surgical Left Atrial Appendage Closure: A Systematic Review Evaluating the Mainstream Influence of Cardiothoracic Surgical Research: An Analysis of Google Trends Data from 2004 to 2024 Impact of Socioeconomic Deprivation on Early and Long-Term Outcomes After Major Aortic Surgery: Insights From a 20-Year SingleCentre Cohort Safety and Efficacy of Stand-Alone and Hybrid Thoracoscopic Atrial Fibrillation Ablation CTSNet Content Mentioned Type A Interrupted Aortic Arch Repair and Pulmonary Artery Banding Through a Left Posterolateral Thoracotomy Off-Pump Superior Vena Cava Reconstruction With Mediastinal Mass Excision for SVC Syndrome A 30-Year-Old Bullet Injury Causing Carotid Stenosis—Simultaneous Carotid Endarterectomy and Off-Pump CABG Other Items Mentioned Innovation Video Competition Career Center CTSNet Events Disclaimer The information and views presented on CTSNet.org represent the views of the authors and contributors of the material and not of CTSNet. Please review our full disclaimer page here.
Bleibt in Fabriken zukünftig das Licht aus - weil dort sowieso nur noch Roboter arbeiten? Vor vielen Jahren wurde auf der Hannover-Messe der Begriff "Industrie 4.0" geprägt - eine Erfolgsgeschichte war das bislang eher nicht. Doch die damit erreichte Digitalisierung und Vernetzung der Daten sind nun das Fundament für den Einsatz von KI. In einzelnen Fertigungsschritten sind Machine-Learning-Algorithmen schon lange fester Bestandteil, zum Beispiel bei der Erkennung von Qualitätsproblemen. Jetzt startet KI in der Produktion durch. KI-Agenten analysieren und steuern die Fertigungsprozesse über alle Tools hinweg. Und unter dem Schlagwort "Physical AI" werden KI-Modelle trainiert, die sich in der realen - physischen - Welt bewegen können, die Grundlage also für Roboter, die deutlich flexibler genutzt werden können. Unser Studiogast Sebastian Linzmair beschäftigt sich bei Accenture genau mit diesen Fragen: Wie können wir mit KI die Produktion flexibler, effizienter, aber auch individueller machen? Was macht eine "Dark Factory" aus, und wie weit sind wir davon noch entfernt? Und was heißt das für Europas Rolle in der Fertigung? Und wir wollen natürlich auch von ihm wissen, was er privat mit KI so alles anstellt. Also: Reinhören! KI dominiert die Hannover Messe: Wandel von Industrie 4.0 zu AI (00:01:53) Praxisbeispiel: Wie KI und Agenten die Produktion revolutionieren (00:04:45) Individualisierte Fertigung und Effizienzgewinne durch KI (00:10:50) Agenten in der Industrie: Automatisierung, Risiken und Mensch-Maschine-Interaktion (00:15:12) Europas Rolle im globalen KI- und Robotik-Wettlauf (00:21:18) Die Fabrik der Zukunft: Dark Factory und kognitive Produktion (00:25:36) Arbeitswelt im Wandel: Neue Aufgaben und gesellschaftliche Auswirkungen (00:29:06) China, USA und Europa: KI-Strategien im internationalen Vergleich (00:33:37) Regulierung, Datenschutz und kulturelle Unterschiede im KI-Einsatz (00:41:58) Low-Code, No-Code und persönliche Erfahrungen mit KI-Tools (00:46:22) Abschluss und Ausblick: Die Zukunft der KI in Industrie und Alltag (00:51:21)
Today's global stories range from renewed military escalation to a growing technology battle between the US and China, before ending with an unusually British prison controversy. Adam Gilchrist shares these stories with Lester Kiewit, looking at the latest missile exchanges between the US and Iran, America's move to restrict Chinese and other foreign-made robotics on national security grounds, and Charles Bronson's extraordinary protest after his prison pudding was served without custard. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
In this episode of 'Conversations in Lung Cancer Research,' host A/Prof Mel Moore interviews Dr. Jazmin Eckhaus, a practising surgeon in the subspecialty of thoracic surgery, and specialising in minimally invasive thoracic surgery and pleural disease. Dr. Eckhaus discusses her extensive training and experience, groundbreaking work in robotic lung surgery, and her contributions to the development of the Binational Australian and New Zealand Thoracic Surgical Database. The conversation also explores Dr. Eckhaus' academic pursuits in clinical ethics at Oxford University and the practical implications for informed consent in surgical procedures. This episode provides an in-depth look into the evolving field of thoracic surgery, advancements in robotic technology, and the essential role of comprehensive data collection in improving patient outcomes. (00:00) Introduction and Acknowledgements (00:39) Meet Dr. Jazmin Eckhaus (01:52) Journey to Thoracic Surgery (04:57) Robotic Surgery Innovations (11:53) Thoracic Surgical Database (15:53) Clinical Ethics and Consent (26:19) Personal Interests and Conclusion Support TOGAThank you for listening to Conversations in Lung Cancer Research. If you enjoyed this episode, please rate and review us on Apple Podcasts or Spotify.---------------Connect with TOGAAttend an Event: https://thoraciconcology.org.au/events/Become a Member: Join the TOGA community at https://thoraciconcology.org.au/membership/Donate: Support our research and treatment initiatives at https://thoraciconcology.org.au/support-us/donate/Follow UsLinkedIn: https://www.linkedin.com/company/thoracic-oncology-group-of-australasia/X (Twitter): https://x.com/TOGAANZInstagram: https://www.instagram.com/togaanz/YouTube: https://www.youtube.com/@Thoracic_Oncology---------------Acknowledgement of CountryThe Thoracic Oncology Group of Australasia Limited acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters and communities. We pay our respect to Aboriginal and Torres Strait cultures; and to Elders past and present.
Jason Black is a venture investor focused on transformational technologies, with a particular interest in robotics, AI, and frontier markets. He spent nearly a decade at RRE Ventures, where he partnered with founders building companies across deep tech and emerging industries. Known early in his venture career as “the robot guy,” Jason has long been drawn to complex systems and technologies pushing the boundaries of what machines can do. He brings an investor perspective on the future of robotics, including what separates promising humanoid robotics companies from those that ultimately succeed.
This week Shawn Tierney meets up with Bobby Nelson of Nachi Robotics to discuss their company and product line in this episode of #TheAutomationPodcast. To learn more about Shawn's training courses visit The Automation School at https://TheAutomationSchool.com. And to become a member and support his work visit The Automation Blog at https://TheAutomationBlog.com/join
Can AI make you better at Photoshop instead of replacing Photoshop? Sorg, Katie Dudas, and Dave Podnar explore that question on AwesomeCast 789 as Sorg shares a workflow for turning AI-generated concepts into editable graphics while keeping control of the final design. The crew also gets into Pittsburgh technology history with plans to preserve Westinghouse's Atom Smasher, the impressive Commercial Street Bridge replacement, and the accessibility origins of the modern audiobook. Then the geekery kicks into high gear: Xbox expands its classic-game preservation efforts to PC, Hasbro combines Transformers with Jem and the Holograms, LEGO brings Smart Play to Star Trek, Robosen releases an Optimus Prime robot designed to reopen childhood wounds, and Universal plans movies based on ten Atari properties. Plus, Chachi has gaming headlines involving Hasbro, Steam Deck and Atari, and the crew discusses the backlash surrounding a $58,000 humanoid robot proposed for use in a New York school district. It's Pittsburgh technology, AI creativity, retro gaming, accessibility, robots and pop-culture nostalgia on AwesomeCast 789.
In this episode of the IQVIA MedTech Business Insights Podcast, Michelle Edwards speaks with Arvind Ramadore, Global Head of Innovations for Robotic Surgery Technologies at Medtronic, to discuss how robotics and AI are reshaping the future of surgery. Their conversation explores the opportunities and challenges facing the industry, from evidence generation and reimbursement to regulation, digital ecosystems and the path toward greater surgical autonomy.
(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate (15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform (22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff" (33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable (42:36) Amanda McMaster: Chinese Robotics Security Risks (47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts (58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor? Thanks to our partners for making this possible! AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at https://applovin.com/ALLIN If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for up to 10% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X) Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. We discuss the early decision to buy compute at a scale nobody thought was rational, and the plan to build a gigawatt of new capacity every week. We talk about Kimi and distillation, the Hugging Face incident and what it means for the pace of AI development, and what it's like to raise kids who will grow up never knowing a world without abundant intelligence. Please enjoy my conversation with Sam Altman. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Intro: Sam Altman, CEO of OpenAI (00:02:35) Refocusing (00:05:43) OpenAI's Compute Bets (00:09:07) Data Centers (00:11:14) Jalapeno Chip (00:11:52) Kimi, Distillation & Open Source (00:14:39) The Hugging Face Incident (00:17:46) OpenAI's Mission & Vision (00:22:14) All the Returns Are at the Frontier (00:22:27) Bottlenecks: Compute, Research, Data (00:23:49) Sam's View on AI & Jobs (00:26:56) Unpopular Bets That Turned Out Right (00:27:45) Model Cycles (00:29:45) How Sam Uses AI (00:32:44) Having Kids (00:34:56) Why Sam Has No Equity in OpenAI (00:35:33) Robotics (00:36:48) The Origin Story of ChatGPT (00:39:22) How to Get AI into More Hands (00:42:20) How Sam Recruited Great AI Researchers (00:43:57) What Sam Learned From Being an Investor (00:45:22) What the Next 6–36 Months Look Like (00:46:31) Codex (00:49:36) Could We Be Oversupplied in Compute in Two Years? (00:50:09) Sam's View on Scaling Laws (00:50:20) Alec Radford (00:51:12) Formative Moments (00:53:50) Kindest Thing
Last week, World Labs announced its acquisition of SceniX, bringing together two teams working on one of AI's biggest unsolved problems: how to give machines a true understanding of the physical world. Martin Casado sits down with Fei-Fei Li, co-founder and CEO of World Labs, creator of ImageNet, and pioneer of spatial intelligence, alongside Yunzhu Li, co-founder of SceniX and assistant professor at Columbia University. They discuss why World Labs acquired SceniX, how simulation can unlock the next generation of robotics, and why training robots may require a fundamentally different approach than training language models. The conversation explores real-to-sim-to-real pipelines, world models, robotics foundation models, evaluation, synthetic data, and why the future of AI depends not just on understanding language—but on understanding and interacting with the physical world. Resources: Follow Fei-Fei Li on X: https://x.com/drfeifei Follow Yunzhu Li on X: https://x.com/YunzhuLiYZ Follow Martin Casado on X: https://x.com/martin_casado Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Noah Schochet is the co-founder and CEO of TerraFirma, a construction technology company rethinking how infrastructure gets built. Founded by two former SpaceX engineers, TerraFirma combines robotics, remote operations, and software into a construction business that performs projects directly rather than selling technology. By vertically integrating its tools with field operations, the company aims to make construction dramatically faster, safer, and more affordable while addressing labor shortages and enabling the next generation of infrastructure. In this episode, Noah shares how his experience building Starship at SpaceX inspired TerraFirma, why he believes construction—not autonomy—is the real bottleneck to civilization-scale progress, and why robotics companies should focus more on delivering outcomes instead of products. He also explains TerraFirma's remote-operated construction model, its approach to rapid iteration, and why the future of construction still depends on people empowered by better technology. Episode recorded on June 25, 2026 (Published on July 28, 2026). In this episode, we cover: (0:00) An overview of TerraFirma (1:04) How SpaceX inspired the creation of TerraFirma (4:47) Why construction has fallen behind other industries (9:33) The structural reasons construction is slow to modernize (12:33) Why the goal isn't autonomy—it's better construction (14:25) TerraFirma's construction-first business model (17:11) Why customers buy outcomes, not robots (20:54) How TerraFirma's retrofit robotics and software platform works (25:53) Operating multiple construction machines from a mission control center (29:01) How robotics could reshape construction jobs instead of replacing them (32:02) Early customer adoption across data centers, housing, and hazardous environments (34:20) Winning projects by building faster, cheaper, and safer (36:13) The biggest challenge to transforming construction (38:32) Hiring builders with extreme ownership and mission alignment (42:55) TerraFirma's $100 million Series A and plans to scale Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant
In this episode of The Golden Age of Orthodontics, Dr. Leon Klempner and Amy Epstein sit down with board-certified orthodontist, inventor and entrepreneur Dr. Marc Lemchen to explore how robotics can improve efficiency, support orthodontic teams and create a more memorable patient experience. Drawing on more than five decades in orthodontics, Dr. Lemchen shares the thinking behind innovations such as Dolphin Imaging, EasyRx and Zeno Robotics, along with the lessons he has learned about introducing new technology into a practice.The conversation also examines the role robotics can play in addressing staffing challenges, reducing repetitive work and giving team members more time to focus on patients. Dr. Lemchen discusses Zeno Steril, the robotic sterilization system recognized with the 2026 AAO Ortho Innovator Award, and explains why the most valuable technology is not simply impressive to look at, but meaningfully improves consistency, workflow and the overall patient experience.Five takeawaysTechnology can help an orthodontic practice stand out by giving patients a memorable experience they are more likely to discuss and share.Robotics can reduce the time team members spend walking, retrieving items and completing repetitive tasks, allowing them to stay focused on patient care.Automated sterilization may improve workflow consistency, documentation and reliability while reducing dependence on manual processes.Practices are more likely to see meaningful efficiency gains when they fully adopt a technology rather than using it selectively.The strongest return on technology comes from combining measurable workflow improvements with a better, more personal patient experience.Supercharge your orthodontic marketing: www.pplpractice.com
America's manufacturing future depends on more than advanced technology—it depends on a skilled workforce prepared to build, program, and operate it. In this episode of the Optimistic Outlook, Amanda Beaton, who leads Siemens Cooperates with Education, sits down with Jim Devaprasad, robotics professor at Lake Superior State University and recipient of the 2026 A3 Educator of the Year Award, to discuss how educators are helping solve America's manufacturing skilled labor shortage by preparing the next generation of engineers, technicians, robotics specialists, and automation professionals. After more than 40 years in the classroom, Jim has witnessed the evolution of manufacturing technology firsthand—from hand-drawn robotics diagrams to today's highly automated, AI-enabled industrial environments. Along the way, he has inspired generations of students and launched countless careers, including former students who now lead automation companies of their own. Amanda and Jim explore why hands-on STEM education, career and technical education (CTE), and strong partnerships between industry and education are essential to closing workforce gaps and strengthening U.S. manufacturing competitiveness. They also discuss how robotics, automation, and experiential learning are preparing students for high-demand careers and why investing in educators is one of the smartest investments America can make for its industrial future. Topics covered: Manufacturing skilled labor shortage Robotics education and STEM learning Career and technical education (CTE) Manufacturing workforce development Industrial automation and robotics careers Industry-education partnerships Preparing students for the future of manufacturing Listen to hear why the future of American manufacturing starts in today's classrooms, and how educators like Jim Devaprasad are inspiring the next generation of innovators, engineers, and manufacturing leaders. Show notes Lake Superior State University (LSSU) School of Engineering and Technology: LSSU in Sault Sainte Marie, Michigan is one of only 10 nationally accredited robotics engineering programs in the nation.
The future of ag tech is here—aimable, precise, and radically more efficient. Gabe Sibley and Curtis Garner reveal how they've built Verdant Robotics platform to target weeds and pests with pinpoint accuracy but also transforms how farms scout, analyze, and act on data in real time. Discover how Verdant Robotics is pioneering an autonomous spraying system that's faster, smarter, and more sustainable than traditional methods. Gabe shares how deep learning, high-resolution imaging, and patented aiming technology are redefining crop management—dissecting individual plants, detecting diseases earlier, and reducing input use dramatically. Curtis chimes in with stories from scaling operations across North America and beyond, explaining how agility, innovation, and a focus on real farmer pain points propel their mission. We break down the critical role of digitization in unlocking exactly the right amount of herbicide or fertilizer at the right spot, the challenges of supply chain constraints—and more importantly—how the industry can leap forward despite long timelines and slow tech adoption. Why wait years to see ROI? This tech promises a rapid payback—sometimes in mere months—that could revolutionize productivity for growers of all sizes and crop types, especially those underserved by existing solutions. If you're a forward-thinking farmer or agtech enthusiast tired of incremental improvements that don't deliver, this is your shot at catching the next big wave. Learn how sophisticated AI, machine vision, and precision application tools are converging into a new era of farming—one where autonomous, versatile robots adapt seamlessly to complex crop environments, saving money, inputs, and water, while boosting yields. Whether you're in leafy greens, orchards, or row crops, these insights are essential to understanding how automation will shape the future landscape of agriculture. Are you ready to ditch the old and embrace the cutting edge of farm technology? This episode is your front-row seat to the innovations that are not years away—they're happening right now. Gabe Sibley is CEO and Co-Founder of Verdant Robotics, known for cutting-edge autonomous sprayers that combine high-resolution vision with precise chemical delivery. Curtis Garner, Co-Founder and Chief Commercial Officer, is a seasoned farm operations expert, brings practical insights on deploying automation at scale across diverse crops and regions. Timestamps 07:02 - How farmer conversations reveal unmet needs and unspoken problems 09:59 - Case study: Using AI to identify individual apples and improve profitability 11:17 - Digitizing crops at scale for better decision-making and control loops 14:02 - Unique aimable fluid delivery technology for targeted chemical application 18:11 - 3D space navigation, camera systems, and occlusion strategies in orchards 19:01 - Achieving millimeter-level accuracy and scaling to various crop sizes 20:46 - Expanding from leafy greens to grass seed and international markets 26:09 - Challenges of scaling tech amidst supply chain shortages and global chip scarcity 29:30 - The cultural challenges of integrating Silicon Valley innovation, manufacturing, and farming 36:52 - ROI and operational efficiency of their autonomous spraying units 37:45 - The hardware specs, form factor, and integration options with existing machinery 39:11 - Opportunities in disease detection, multi-spectral imaging, and remote sensing 44:49 - Autonomous operation advancements, teaming with VEX and other partners 58:13 - Final thoughts: the future of agricultural automation and innovations
Welcome to Omni Talk's Retail Daily Minute, sponsored by R&S Logistics, Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Albertsons launches ACI Edge, consolidating 11 divisions into 4 regions and centralizing merchandising as it cuts its full-year sales guidance.Walgreens opens a new robotic micro-fulfillment center in Kent, Washington, its 14th nationwide, expected to process 7 million prescriptions a year.Gap Inc. expands its creator affiliate program to employees, letting store, office, and DC staff earn commissions promoting Old Navy, Gap, Banana Republic, and Athleta.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.
Some of the most exciting discoveries in the universe are often in some of the hardest places to reach.
News and Updates: Robots Take Over the Mansion: LSU's College of Engineering partners with Louisiana's Old Governor's Mansion for a free August 2 event featuring quadruped robots, VR construction sites, and live 3D printing. "Retro to Robots" Details: The free First Free Sunday event lets visitors control robotic arms, tour the mansion with a robot guide, and experience the historic building through virtual reality headsets. VAR Expands for 2026 World Cup: Video assistant referees can now review corner kicks and second yellow cards for the first time, adding to existing goal, penalty, and red card review powers. Robotaxis Snarl SF Streets: San Francisco's mayor is urging California regulators to tighten robotaxi rules after Waymo vehicles stalled during July 4th fireworks crowds and a December power outage, blocking emergency vehicles. Officials want autonomous vehicle companies to prevent lane-blocking breakdowns, share live data with cities, and prove their vehicles can handle major public events and emergencies. Meta's Smart Glasses Backlash: Some wearers now avoid using Meta's camera-equipped AI glasses in public after users covertly recorded non-consensual footage of women for content, prompting the nickname "pervert glasses."
Ben Horowitz joins Theo Jaffee and Sofia Puccini to discuss one of the biggest debates in AI today: the future of open-source models. They examine the growing push to restrict open models, why Ben believes open source is critical for security, innovation, and competition, and what happens if a handful of frontier labs come to dominate the AI ecosystem. They also discuss distillation, AI monopolies, China's role in open-source AI, robotics, manufacturing, the economics of frontier models, and why Ben believes the AI market is still in its earliest stages. The conversation closes with a look at AI-generated art, creativity, and whether new tools will spark the next cultural renaissance. Resources: Follow Ben Horowitz on X: https://x.com/bhorowitz Follow Theo Jaffee on X: https://x.com/theojaffee Follow Sofia Puccini on X: https://x.com/schisofrenia Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week's podcast is about AgiBot, a fast rising full stack robot business in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Why I like AgiBot:Has rapidly expanded into a full suite of robotsGoing after all the humanoid industries and use casesBuilding an almost full AI tech stack. Everything except chips.Founded and run by Huawei executives. Moving very fast.A good strategy. It appears similar to Huawei.AgiBot's strategy is to flood the market with affordable humanoids while growing the entire ecosystem with open datasets and open models. They are scaling fast in manufacturing, usage and training.They mass-produce the hardware at scale so thousands of identical robots can collect real-world data in homes and factories.At the same time they open-source the entire stack: the million-trajectory AgiBot World dataset, the GO-1 foundation model, the training tools, and the GenieSim simulation twin—so researchers and developers can build skills and applications on top without paying anything.AgiBot's affordable humanoid platform as infrastructure. Hardware sales and ecosystem services become the revenue, not software licensing.Now in the top 1-2 in humanoid sales.AgiBot shipped approximately 5168 humanoid units in 2025. ---------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Steve Burns, a serial entrepreneur and technology executive with more than 30 years of experience building disruptive companies joins Enterprise Radio. In his current … Read more The post Robotic Food Delivery Reimagined with Autonomous NoTip Service appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.
In this episode, Doug Pagnutti, Developer Advocate at Tiger Data, discusses how time series databases like TimescaleDB are transforming industrial automation, robotics, and AI applications. He shares insights on integrating these databases with various sensors, managing data at scale, and optimizing performance both on the cloud and on the edge. Key Topics: - The role of time series data in robotics and industrial automation - How TimescaleDB extends PostgreSQL for high-performance time series workloads - Differences between open source and managed cloud versions - Strategies for integrating various industrial controllers and messaging pipelines - Techniques for managing intermittent connectivity with edge devices - Advanced tools like continuous aggregates and data compression for big data - Enabling multimodal data queries with hybrid search stacks - Future applications of time series data in AI-driven environments and energy systems - Best practices for storing telemetry, spatial, and metadata efficiently – SPONSORS – This episode is brought to you by Tiger Data Every growing Postgres database eventually hits a wall. Queries slow down, dashboards lag, and teams consider adding a second database. Tiger Data, creators of TimescaleDB, extends Postgres with time-series primitives, columnar storage, and automatic partitioning so your queries stay fast on live data. No pipelines, no migration, no second system. Just Postgres, built for the workload you actually have. Try it free at https://www.tigerdata.com/go/trial?utm_source=content-syndication&utm_medium=referral&utm_campaign=robotics-ads
Our guest on this week's episode is Zach Tomkinson, chief commercial officer at Standard Bots. The U.S. government has been wrestling with a developing a national strategy for artificial intelligence – but another area that could use a similar strategy is in the area of robotics. Could such a strategy promote domestic robot manufacturing and help the U.S. win the automation race? To find out, Senior Editor Victoria Kickham welcomes today's guest. The U.S. war with Iran has now been running since February, which is nearly five months. And from a global supply chain point of view, one of the most durable impacts of the violence has been the closure of the Strait of Hormuz to shipping traffic, mostly affecting oil tankers. Of course, oil is crucial for logistics, whatever part of the world you live in. And we're now beginning to see the impact of that change on Americans' pocketbooks at home, specifically in the grocery aisle. Senior News Editor Ben Ames reports on the impacts that geopolitical tensions are having on what Americans place in their shopping carts.New research shows that 25% of businesses have suffered a cyber incident that originated in their supply chain over the past year. This is despite those organizations being highly aware of the risk facing them: nearly half (48%) said they have continued working with suppliers despite known resilience or security concerns. Senior Editor Victoria Kickham share these results that were compiled in a report out of the United Kingdom called Data Health Check 2026. Articles and resources mentioned in this episode:Standard BotsU.S. grocery sales slow down as stretched consumers buy lessHigh grocery prices trigger changes in food shoppingSupply chain resilience remains a critical pain point, UK report showsVisit DC VelocityVisit Supply Chain XchangeSend feedback about this podcast to podcast@agilebme.com
China is rapidly emerging as a global leader in robotics and embodied artificial intelligence, leveraging its manufacturing scale and deep supply chains to shape the future of automation. In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Wendy Chang, Senior Analyst at MERICS, to unpack the significant advances – and limitations – of China's robotics sector and its embodied AI ecosystem. They discuss the politics that have driven huge amounts of capital towards innovative Chinese robotics companies, why China's humanoid robots may not be quite as impressive as they initially appear, and the global implications of China's robotics ambitions. To learn more about China's embodied AI strategy, you can read the new MERICS report from Wendy Chang, Rebecca Arcesati, and Altynay Junusova: Embodied AI: China's Ambitious Path to Transform Its Robotics Industry.
Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer) and Peter Gastreich (Managing Director - Energy Transition and Sustainable Investing). Brian shared his nearly two decades in underwater robotics and what drew him to Nauticus, the company's commercially ready Nauticus ToolKITT autonomy system and licensing potential, its industry-leading autonomous manipulator technology enabling millimeter-precision subsea tasks, the Forum Energy Technologies partnership validating commercial demand, upcoming Aquanaut sales and European expansion, and a growing defense and wide-area ocean sensing opportunity.
Travis Kalanick, Ben Horowitz, and Erik Torenberg reunite to reflect on Uber's early days, the investment that almost happened, and why Kalanick believes the next great technology opportunity lies beyond software. They discuss the lessons of building Uber, the value of founder-led companies, and why Kalanick spent nearly eight years quietly building Atoms before stepping back into the spotlight. The conversation explores industrial AI, robotics, autonomy, mining, food production, and Kalanick's vision for digitizing the physical world, where software, manufacturing, real estate, and transportation come together to transform entire industries. Resources: Follow Travis Kalanick on X: https://x.com/travisk Follow Ben Horowitz on X: https://x.com/bhorowitz Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Oil prices approach $100 a barrel as tensions continue to escalate between the U.S. and Iran. And Tesla shares fall after hours following earnings report. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dave Nicholson discusses Tesla (TSLA) ahead of earnings and the Mag 7 giant's tech prospects. He explains why he believes full self-driving technology for robotaxis and robots represents a significant part of Tesla's long-term value proposition. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Applied Intuition has spent the past decade building the software that powers intelligent machines, from passenger vehicles and trucks to defense systems, mining equipment, and industrial robots. In this conversation, Marc Andreessen and Erik Torenberg sit down with Applied Intuition cofounders Qasar Younis and Peter Ludwig to discuss the emergence of physical AI and the company's latest launch, Dana, a new platform designed to accelerate the development of autonomous systems. They explore autonomous vehicles, robotics, world models, simulation, AI infrastructure, and the engineering challenges of deploying intelligence safely in the physical world. Along the way, they discuss self-driving cars, humanoid robots, global competition, and why lowering the barrier to building physical AI could unlock an entirely new generation of products and companies. Resources: Follow Qasar Younis on X: https://x.com/qasar Follow Peter Ludwig on LinkedIn: linkedin.com/in/peterwludwig Follow Marc Andreessen on X: https://x.com/pmarca Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Many people are concerned with robots replacing human jobs, but what about robots enhancing existing jobs?The Cleveland Clinic recently completed a robotic surgery in a single-lung transplant—the first to take place in the U.S.Surgical robots are allowing surgeons to accomplish non-invasive surgeries that otherwise would have called for giant incisions, delaying recovery time.Phone usage is changing how parents and their kids interact. Kids are learning behaviors from their first role models. This includes screen time.But how exactly does a parent's relationship with their phone change their relationship to their kid?Apple has sued Open AI, claiming that the company was illegally accessing information about unannounced products.We're talking about all of these topics on this week's edition of Tech Tuesday.Guests:Dr. Gregory Jones, staff thoracic surgeon, Cleveland ClinicDr. Don Grant, media psychologist/national advisor of healthy device management for Newport HealthcareRussell Holly, director of commerce content, CNET
In this episode, Adam Torres interviews Shikhai Wei, Managing Partner at LongHash Ventures. Shikhai discusses the firm's investment thesis around the convergence of AI, crypto, and robotics, sharing how these technologies are reshaping innovation, venture investing, and the future of global digital economies. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode, Adam Torres interviews Shikhai Wei, Managing Partner at LongHash Ventures. Shikhai discusses the firm's investment thesis around the convergence of AI, crypto, and robotics, sharing how these technologies are reshaping innovation, venture investing, and the future of global digital economies. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
At this year's Medtech MVP, a panel of industry experts explored how robotics are changing healthcare beyond the operating room. Robotic technologies are being deployed across inpatient care, rehabilitation, logistics, and remote patient support. Moderated by Virginia L. Giddings of Edwards Lifesciences, the panel includes Amanda Baumann of Stryker; Nir Goldenberg of Mayo Clinic Ventures; Kate Jackson Hobbs of Intuitive; and Maggie Nixon of Capstan Medical. Together they discuss the workforce, financial, and reimbursement considerations shaping adoption and how AI advancement will affect the future of robotics. Medtech Talk Links: Cambridge Healthtech Institute Medtech Talk Medtech MVP Edwards Lifesciences: Edwards Lifesciences Stryker: Stryker Mayo Clinic: Mayo Clinic Intuitive: Intuitive Capstan Medical: Captstan Medical
Many people are concerned with robots replacing human jobs, but what about robots enhancing existing jobs?The Cleveland Clinic recently completed a robotic surgery in a single-lung transplant—the first to take place in the U.S.Surgical robots are allowing surgeons to accomplish non-invasive surgeries that otherwise would have called for giant incisions, delaying recovery time.Phone usage is changing how parents and their kids interact. Kids are learning behaviors from their first role models. This includes screen time.But how exactly does a parent's relationship with their phone change their relationship to their kid?Apple has sued Open AI, claiming that the company was illegally accessing information about unannounced products.We're talking about all of these topics on this week's edition of Tech Tuesday.Guests:Dr. Gregory Jones, staff thoracic surgeon, Cleveland ClinicDr. Don Grant, media psychologist/national advisor of healthy device management for Newport HealthcareRussell Holly, director of commerce content, CNET
Today my guest is Alex Bodell, CTO of FormaPath What we discuss with Alex: Engineering roots Vertical farming and lessons learned From farms to pathology Formapath and AdiPress The origin of nToto Developing robotic motions through observation Handling edge cases Lab feedback Expanding capabilities Future automation and AI The impact of new technologies on patient care Links for this episode: InVision from Cision Vision The Path to PathA Pathologists' Assistant Shadowing Network Health Podcast Network LabVine Learning Dress A Med scrubs FormaPath Overview of nToto nToto workflow People of Pathology Podcast: Instagram
In this episode, Scott Becker reflects on seeing robotic lawnmowers replace manual labor at a golf course and discusses the broader economic and workforce implications of automation and AI-driven job displacement.
Jeff McCausland notes that Europe now views Ukraine as a security contributor due to its mastery of drone and robotic warfare. While Putin considers escalation or mobilization, Chinese pressure likely prevents the use of tactical nuclear weapons. The US continues to communicate "serious consequences." (14)15TH CENTURY
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for compute. The conversation explores NVIDIA's competitive advantages, the rise of custom chips from Google, Amazon, and Meta, the economics of frontier AI models, and the infrastructure constraints shaping the industry's next phase. They also discuss AI startups, export controls, robotics, enterprise software, and why simply copying NVIDIA isn't enough to build a winning AI hardware company. Whether you're building AI products, investing in infrastructure, or trying to understand where the industry is headed, this conversation offers a practical look at the forces shaping the future of compute. Resources: Follow Dylan Patel on X: https://x.com/dylan522p Follow Erin Price-Wright on X: https://x.com/espricewright Follow Guido Appenzeller on X: https://x.com/appenz Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.