Podcast appearances and mentions of Travis Kalanick

From building Applied Intuition from YC-era autonomy tooling into a $15B physical AI company, Qasar Younis and Peter Ludwig have spent the last decade living through the full arc of autonomy: from simulation and data infrastructure for robotaxi companies, to operating systems for safety-critical machines, to deploying AI onto cars, trucks, mining equipment, construction vehicles, agriculture, defense systems, and driverless L4 trucks running in Japan today. They join us to explain why “physical AI” is not just LLMs on wheels, why the real bottleneck is no longer model intelligence but deployment onto constrained hardware, and why the future of autonomy may look less like one-off demos and more like Android for every moving machine.We discuss:* Applied Intuition's mission: building physical AI for a safer, more prosperous world, powering cars, trucks, construction and mining equipment, agriculture, defense, and other moving machines* Why physical AI is different from screen-based AI: learned systems can make mistakes in chat or coding, but safety-critical machines like driverless trucks, autonomous vehicles, and robots need much higher reliability* The evolution from autonomy tooling to a broad physical AI platform: starting with simulation and data infrastructure for robotaxi companies, then expanding into 30+ products across simulation, operating systems, autonomy, and AI models* Why tooling companies came back into fashion: Qasar on why developer tooling looked unfashionable in 2016, why Applied Intuition still bet on it, and how the AI boom made workflows and tools central again* The three core buckets of Applied Intuition's technology: simulation and RL infrastructure, true operating systems for vehicles and machines, and fundamental AI models for autonomy and world understanding* Why vehicles need a real AI operating system: real-time control, sensor streaming, latency, memory management, fail-safes, reliable updates, and why “bricking a car” is much worse than bricking an iPad* Physical machines as “phones before Android and iOS”: Peter explains why today's vehicle and machine software stack is fragmented across many operating systems, and why Applied Intuition wants to consolidate the platform layer* Coding agents inside Applied Intuition: Cursor, Claude Code, internal adoption leaderboards, and how AI tools are changing engineering workflows even in embedded systems and safety-critical software* Verification and validation for physical AI: why evals get harder as models improve, how end-to-end autonomy changes simulation requirements, and why neural simulation has to be fast and cheap enough to make RL practical* From deterministic tests to statistical safety: why autonomy validation is shifting from binary pass/fail requirements toward “how many nines” of reliability and mean time between failures* Cruise, Waymo, and public trust: Qasar and Peter discuss why autonomy failures are not just technical issues, how companies interact with regulators, and why Waymo is setting a high bar for the industry* Simulation vs. reality: why no simulator perfectly represents the real world, how sim-to-real validation works, and why real-world testing will never disappear* World models for physical AI: hydroplaning, construction equipment, visual cues, cause-and-effect learning, and where world models help versus where they are not enough* Onboard vs. offboard AI: why data-center models can be huge and slow, but onboard vehicle models need millisecond-level latency, low power, small size, and distillation-like efficiency* Why physical AI is not constrained by model intelligence alone: the hard part is deploying models onto real hardware, under safety, latency, power, cost, and reliability constraints* Legacy autonomy vs. intelligent autonomy: RTK GPS in mining and agriculture, why hand-coded path-following worked for decades, and why modern systems need perception and dynamic intelligence* Planning for physical systems: how “plan mode” applies to robotaxis, mining, defense, and multi-step physical tasks where actions change the state of the world* Why robotics demos are not production: the brittle last 1%, humanoid reliability, DARPA Grand Challenge-style prize policy, and the advanced engineering gap between research and deployment* Applied Intuition's hard-earned lessons: after nearly a decade, Peter says they can look at a robotics demo and predict the next 20 problems the company will hit* Qasar's advice to founders: constrain the commercial problem, avoid copying mature-company strategies too early, and remember that compounding technology only matters if you survive long enough to see it compound* Why 2014 YC advice may not apply in 2026: capital markets, AI company dynamics, and the difference between building in stealth with a deep network versus building as a new founder today* What Applied is hiring for: operating systems, autonomy, dev tooling, model performance, evals, safety-critical systems, hardware/software boundaries, and engineers with deep curiosity about how things workApplied Intuition:* YouTube: https://www.youtube.com/@AppliedIntuitionInc* X: https://x.com/AppliedInt* LinkedIn: https://www.linkedin.com/company/applied-intuition-incQasar Younis:* X: https://x.com/qasar* LinkedIn: https://www.linkedin.com/in/qasar/Peter Ludwig:* LinkedIn: https://www.linkedin.com/in/peterwludwig/Timestamps00:00:00 Introduction: Applied Intuition, Physical AI, and 10 Years of Building00:01:37 Physical AI vs. Screen AI: Why Safety-Critical Changes Everything00:02:51 The Origin Story: Tooling, YC, and the Scale AI Comparison00:05:41 The Three Buckets: Simulation, Operating Systems, and Autonomy Models00:11:10 Hardware, Sensors, and the LiDAR Question00:14:26 The Operating System Layer: Why Vehicles Are Like Pre-Android Phones00:19:13 Customers, Licensing, and the Better-Together Stack00:21:19 AI Coding Adoption: Cursor, Claude Code, and the Bimodal Engineer00:26:41 Verifiable Rewards, Evals, and Neural Simulation00:31:04 Statistical Validation, Regulators, and the Cruise Lesson00:40:25 World Models, Hydroplaning, and Cause-Effect Learning00:43:34 Onboard vs. Offboard: Latency, Embedded ML, and Distillation00:50:57 Plan Mode for Physical Systems and Next-Token Prediction Universally00:53:04 Productionization: The 20 Problems Every Robotics Demo Will Hit00:58:00 Founder Advice: Constraints, Compounding Tech, and Mature-Company Mimicry01:05:41 Hiring Philosophy: Hardware/Software Boundary and Engineering Mindset01:08:50 General Motors Institute, Education, and the Curiosity MindsetTranscriptIntroduction: Applied Intuition, Physical AI, and 10 Years of BuildingAlessio [00:00:00]: Hey everyone, welcome to the Latent Space Podcast. This is Alessio, founder of Kernel Labs, and I'm joined by Swyx, editor of Latent Space.Swyx [00:00:10]: And today we're very honored to have the founders of Applied Intuition, Qasar and Peter. Welcome.Qasar [00:00:17]: You guys really know how to turn it on to podcast mode. That was, you guys are real pros at this.Qasar [00:00:23]: They were just joking around right before this, and then they flipped it pretty quick.Alessio [00:00:29]: Oh, yeah, it's good to have you guys. Maybe you just wanna introduce yourself so people know the voice on the mic and they'll know what they're hearing.Peter [00:00:33]: Oh, sure. Yeah, I'm Peter Ludwig. I'm the co-founder and CTO of Applied Intuition.Qasar [00:00:38]: And my name is Qasar Younis. I am the CEO and co-founder with Peter.Alessio [00:00:42]: Nice. Can you guys give the high-level overview of what Applied Intuition is? And I was reading through some of the Congress files, when you went out there, Peter, and eighteen of the top twenty global non-Chinese automakers, you two guys, you have customers in agriculture, defense, construction. I think most people have heard of Applied Intuition tied to YC when it was first started, and then you were kinda in stealth for a long time, so maybe just give people the high-level overview of what it is today, and then we'll dive into the different pieces.Peter [00:01:10]: Yeah. So at Applied Intuition, our mission is to build physical AI for a safer, more prosperous world. And so we work on physical AI for all different types of moving systems, everything from cars to trucks to construction and mining equipment, to defense technologies. And we're a true technology company, so we build and sell the technology, and we sell it to the companies that make the machines. We sell it to the government, really anyone that wants to buy a technology to make machines smart.Physical AI vs. Screen AI: Why Safety-Critical Changes EverythingQasar [00:01:38]: Yeah. And I think in the broader AI landscape, a lot of the focus, rightfully so in the last, three years has been on large language models, and so everything fits in a screen. Like, whether it's code complete products or things like that. And what's different about us is we're deploying intelligence onto a lot of things that don't have screens. they're physical machines. There are sometimes screens within the cabin or for example of a car or a truck or something like that, but most of the value we provide is putting intelligence that is in safety critical environments. So that those two words are really important because learn systems can make mistakes if you're asking for, like, some, so something like, “Tell me about these podcast hostsQasar [00:02:28]: that I'm about to go meet.” But you can't do that obviously when you run, like, as an example, we run driverless trucks in Japan right now, as we speak. We can't have errors. Those are L4 trucks. Yeah.Alessio [00:02:40]: Yeah. Was that always the mission? I remember initially, I think people put you and Scale AI very similarly for some things about being kinda like on the data infrastructure side of things. What was the evolution of the company?The Origin Story: Tooling, YC, and the Scale AI ComparisonPeter [00:02:51]: Well, from the very beginning, we always wanted to, really be a technology company that helped generally push forward the industrial sector. And so we started off working in autonomy. Our very first customers were robotaxi companies. And we started off doing a lot of work in simulation and data infrastructure. And then over the years, we've expanded our portfolios. Now we have, over thirty products, and it's a pretty broad technology play within the landscape of physical AI.Qasar [00:03:19]: Yeah, I think the Scale reason is because we're all YC Universe companies. But it was a very different company. Scale, was, is more of a services company, data labeling company fundamentally. We started and still are, do a lot of tooling. So like, you think developer tooling is now in vogue again, thanks to the AI boom. But honestly, ten years ago, it was out of vogue. It w Like, doing a tooling company in 2016, 2017 was not, like, the thing to do because, I don't know if you remember, the VCs generally, their views was that toolings are They're just workflows, and workflows ultimately are not really interesting. And we've gone and come, full circle with that. But when we started the company, our kind of it's kinda like in the periphery of what the company wants to be. It was like, from our earliest days, like, we wanna deploy software on physical machines, like on cars and on trucks and things like that. And obviously, we didn't know that the transformer boom was gonna happen. We didn't know that autonomy systems would become end-to-end. Those things we didn't know. And why that's important when autonomy systems become end-to-end, it is just now those models can be generalized to, multiple form factors. And so back nine, ten years ago, tooling was a great way, and still is a great way to, build the technology and sell technology to our end customers, a lot of them who wanna build this stuff themselves. And so we just offer like a spectrum of solutions from you can just use like one part of a development suite of tools all the way to buying the full thing. The way to think about the company, or at least the way we think about the company is, as Peter said, a technology provider. It's kinda like, what NVIDIA does or what an AMD, but we just don't do chips.Qasar [00:05:06]: We don't do silicon. But we're a technology provider fundamentally. And I think even, we used to joke when we started the company, like, we're not the guys to build, like, Instagram. Like that was just towards That's not our That's just not us in a most fundamental way. IAlessio [00:05:20]: You have thoughts.Qasar [00:05:21]: Yes.Qasar [00:05:22]: Well, it's, it's I mean, I think it's just like what And I mean, we worked on Maps and stuff, Google Maps. Consumer products are extremely difficult for a lot of different reasons. It just, I think doesn't scratch the itch. I think we're like Michigan guys who are kind of more of that traditional engineering kind of a realm, or lineage. we used to jokeThe Three Buckets: Simulation, Operating Systems, and Autonomy ModelsPeter [00:05:41]: I gotta say, though, what was clear ten years ago was that there was so much more that was possible with software and AI in vehiclesPeter [00:05:47]: and that was generally the space that we started in ten years ago.Peter [00:05:51]: And the precise path that we've taken over the years, I think we've been strategic, and we've adjusted to make sure that we're actually building stuff that's valuable to the market. And like, the technology has changed so much. Like our own technology stack has completely changed, I would say, roughly every two years. And so now we've probably done, let's say, four complete evolutions of our own technology stack. And I sort of see that cadence roughly keeping up.Peter [00:06:13]: And so the way even we think about engineering is almost on this two-year horizon, we're preparing ourselves that, hey, like, we wanna invest the appropriate amount, but then also be very dynamic as the research gets published and as our research team figures out new advancements and adapting to that.Qasar [00:06:27]: Yeah. One thing that has been consistent is the type of people we've, we've recruited. It's engineers who are fall into the sometimes very traditional, like, GoogleQasar [00:06:38]: -gen suite, but way different from, other companies. We are hiring folks who really know the intersection of hardware and software, who know really low-level systems. Obviously, traditional ML researchers and folks who've, actually, put ML systems into production. That's been pretty consistent. I think that, like, you look at the mix of our engineering, eighty-three percent of the company is engineering, so it's, like, a giant list.Qasar [00:07:05]: A lot of engineers.Alessio [00:07:06]: Which, by the way, a thousand engineersQasar [00:07:07]: Yeah. A thousand engineers.Alessio [00:07:08]: that's on your website, so I imagine it's up to date.Qasar [00:07:11]: It is, it is up to date, yes. Yes.Alessio [00:07:12]: okay. And then forty-plus founders.Qasar [00:07:15]: Yeah. We would tend to also, This was more luck than strategy. But we've recruited a lot of ex-founders. It's been a great place for founders, YC and non, ‘cause obviously I know a lot of the YC folks. It's kind of like we recruit a lot of Google people.Qasar [00:07:33]: For them to exercise both their technical and non-technical skills because, we're, we're, we're on the applied side. We have a research team that we do fundamental research, we publish, and we've, we've had great traction there. But fundamentally, the business wants to take this intelligence and deploy it into production and there's, like, a certain type of person that's more interested in that.Alessio [00:07:54]: Yeah. You mentioned the tech stack, Peter, so I just wanted to give you some rein to just go into it. I'm interested in where Wayve Nutrition, starts and ends in some sense, what won't you do? What, do you do that's common among all the verticals that you cover?Peter [00:08:10]: There's a few buckets of work that we do, and we've been at this for almost ten years now, so the technology's pretty broad. But we got startedQasar [00:08:17]: Yeah, with a thousand engineers, like, you could work on lots of things.Peter [00:08:19]: There's lots of stuff, yeah, espe-especially with AI tools to help.Peter [00:08:22]: So we got our start in simulation and simulation tooling and infrastructure. And so generally, if you're trying to build a very complex software system that involves moving machines, you need to test that, and the best way to test it is it's a combination of virtual developments, a simulation, and then also obviously real world testing.Peter [00:08:39]: And then there's a very careful process of that correlation between the simulation results and the real world results and ensuring that the simulator is in fact accurate to that. Simulation's a very deep topic.Peter [00:08:49]: We have a whole suite of products in that, and we could talk for many hours about that specifically. But that is one part of what we do as a company. Reinforcement learning as a subpart of that is also super critical. I think a lot of the a lot of the best advancements happening in a lot of these AI systems right now in some way relate to reinforcement learning, and with now we have lots of compute, and you can do tons of interesting things for reinforcement learning. The second bucket of work that we do is on operating systems technology. true operating systems. Like, think about, schedulers and memory management and middleware and message passing and highly reliable networking and data links. Like, the reality is, if you want to deploy AI onto vehicles, you need a really good operating system. And when we were getting deeper into that space, there wasn't really anything that we were happy with.Peter [00:09:39]: Like, things existed, absolutely, and we were using what was available in the market, and as an engineering organization, we roughly realized these things aren't great. We think we can do this better, and so let's, let's build something. And that was then the that was the moment of inspiration that started our operating systems business, which is now a very real business for us. And in order to write and run great AI, you need a great operating system, and so that-that's what got us into that. And then the third bucket that we work on, it's, it's true fundamental AI technology. Models, we do a lot of work in, as mentioned, the foundational research, but then the also the world models and the actual autonomy models that are running on these physical machines, and that's across cars, trucks, mining, construction, agriculture, and defense, and so that's both land, air, and sea.Qasar [00:10:31]: And also, a smaller subsector of that third bucket is the interaction of humans with those machines.Qasar [00:10:38]: So that's a multimodal, experience. Historically, if you're moving a dirt mover or any of these machines, there are, like, buttons you press, whether they're actual physical tactile buttons or something like a touch screen. That's just That fundamentally is changing to where you're just talking to the machine and the machine and you're teaming with the machine.Alessio [00:10:58]: Voice?Qasar [00:10:59]: Yeah, voice, absolutely, yeah.Alessio [00:11:00]: Oh.Qasar [00:11:00]: And also the machine just being aware of who is in the cabin, what their state is. you can think from a safety systems perspective, the most simple version of this is, like, the driver is tired, right? They're, they're if you get those alerts when you're driving your car and saysHardware, Sensors, and the LiDAR QuestionQasar [00:11:15]: -maybe take a coffee break, that take that times, a couple of order of magnitudes up. But this concept of teaming man and machine is important. When you think about running agents or just running, different instances of, Claude and doing work for you in the background, you can take that analogy out, almost copy and paste and put it into, like, a farm, where you have a farmer who's running a number of machines. So where they interact with the machine is where there's maybe a critical decision or a disengagement or something like that, but generally speaking, the agent on the physical machine is running and making decisions on the behalf of the farmer until there's something maybe critical. And that's also what we work on. So that's not pure autonomy. It's a little bit of a mix, but it falls under, autonomy. In the automotive sense, that's typically defined in SAE levels as an L2++ systemQasar [00:12:05]: -with a human in the loop. But just take that idea, to other verticals.Alessio [00:12:09]: Yeah. You've not mentioned hardware at all, like sensors or obviously we you mentioned you don't do chips. I think even in AV there's, like, a big, cameras versus lidars. Like, what are, like, in your space maybe some of those design decisions that you made, and are they driven by the OEM's ability to put things on the machinery? And like, how much influence do you guys have on co-designing those?Peter [00:12:32]: Yeah. So we don't make sensors. Like, we're, we're not a manufacturer. Obviously, we use a lot of sensors in our autonomy products. in terms of what actually goes on the vehicles, we have a preferred set of sensors that we, let's say fully support, and then our customers, they can sort of choose from those. And obviously if there's a very strong opinion on supporting something else, we'll add that to the platform as well. And the lidar question is at this point sort of the age-old,Peter [00:12:59]: topic in autonomy, and the state of the industry right now is lidar is hands down a useful sensor, specifically for data collection and the R&D phase of autonomy development. if you see, for example, a Tesla R&D vehicle, it actually has lidar on itPeter [00:13:17]: to this day, right? In the Bay Area we see these. you'll see, like, Model Ys or Cybercab that have lidars on them just driving around. So it's, it's useful because it gives you per pixel depth information. So if you can pair a lidar with a camerand you can say that, well, this camera's looking this direction, this lidar's looking this direction, and now for each pixel of the camera I can see how far away is that pixel. you can actually then use that as a part of your model training, and then the that depth information then becomes a learned, a learned state of the camera data. And then when you're doing the production system, you can now remove the lidarPeter [00:13:52]: and now you can actually get depth with just the camera. And so that difference between, like, a highly sensored R&D vehicle and then the down-costed production vehicle, we use that across our whole portfolio of products. And of course the end goal is you want super low cost and super reliable.Peter [00:14:08]: And then in certain use cases you have some more, bespoke things. Like in defense as an example, you do things at night oftentimes, and so you care about sensors like infrared, more so than And you don't, you don't wanna be putting energy out, so you don't wanna use lidar or radar.Peter [00:14:23]: but you still need to be able to see at nighttime. So yeah, we work the whole gamut.The Operating System Layer: Why Vehicles Are Like Pre-Android PhonesAlessio [00:14:27]: Cool. So that's kinda like on the hardware level. Then on the OS level, how does that look like? What is, like, unique? my drive- I drive a Tesla. Whenever I drive some other car that has a screen, it always sucks.Alessio [00:14:38]: It's on, like, cheap Android tablet. It's like, it's laggy and all of that. What does the OS of, like, the autonomy future look like?Peter [00:14:46]: When most people, it's really what you just described. When you think about operating system in a vehicle, you're thinking about the HMI, right? The human machine interface, and absolutely that's a an important part of it, but that's actually only one thin layer on top. So when we talk about operating systems for, like, AI in vehicles, there's many layers that go deep into the CPU critical realm and embedded systems, and you're talking about the real time control ofPeter [00:15:13]: let's say the electric motors or the engine and the actuators, and you have different redundancies for different, let's say, the steering actuation in the vehicle. And all of these things, need very core support in the in the operating system. And then of course for autonomy you have real time sensor data that's streaming in, and the latencies there are really important, right? If you try to Imagine you try to run Microsoft WindowsPeter [00:15:35]: like streaming your sensor data in or controlling the vehicle. Like, the latencies are gonna be absurd. Like, you can never do that. And so what's special about what we do is we really have this system level thinking, right? So we're looking at, we care about every performance characteristics of the entire system, and then we also, because we're doing a lot of the software or all of that software, we can fine-tune and control all of those things. So we can very carefully tune in the latencies for every aspect of the system. We can carefully tune in the memory management. We can have the right, fail-safes and fallbacks, for different things. ‘Cause you have to account for what if, what if there is a critical failure? What if there's a cosmic ray that flipsPeter [00:16:14]: a bit in the middle of the processor that causes some, malfunction? And you have to have a fail-safe to all of that, and so the core operating system is a part of that. And then the one last thing, which is a lot less exciting but is, actually a very big topic, is reliability of updates.Peter [00:16:30]: so the I have a Tesla and you get updates fairly frequently, right?Peter [00:16:36]: Once a month. Most companies that are making vehiclesPeter [00:16:40]: are basically never doing updates, and they're And even if they are doing updates, they're usually only updating maybe one module. Maybe they're updating the HMI module. But they're not able to update, let's say, the CPU critical parts of the system.Peter [00:16:51]: You have to go into the dealer for that. And so with our operating system now we can actually enable highly reliable updates of any system in the vehicle, and that's way easier said than done. Like, there's lots of technical, technically deep stuff, in the tech stack to do that in a way that you're not going to accidentally brick a vehicle.Peter [00:17:08]: And right? If, imagine yourAlessio [00:17:10]: That would be bad.Alessio [00:17:11]: Bad.Peter [00:17:11]: Bricking a car is a very expensivePeter [00:17:13]: and honestly, like across the industry maybe one of the most just pure impactful things that we've done is we've just, we're, we're now enabling the industry to actually do software updates.Alessio [00:17:22]: Just to clarify as well, who is the customer for this? Like, I assume a lot of hardware manufacturers have their own firmware, and I'm sure some of them would just have you write it for them because you're experts. And others would have their own. Like, who pays for this? Who invites you into the house? Is it, is it the end user, or is it, is it the manufacturer?Peter [00:17:41]: Yeah. So let me make an analogy firstly on the on the fragmentation of software. So physical machines today are more akin to the state of the phone market before Android and iOS existed, right? So I worked on Android at Google by the way many years ago, and part of the reason that Larry at Google decided to get into Android was they wanted to run Google products on a bunch of phones, and they bought all of these phones from the industry, and it turned out they had like 50 different operating systems on these phones. And it was virtually impossiblePeter [00:18:17]: for Google to make their app run on all 50 devices equally well. And so the solution was, well, actually what if, what if they created-A really great operating system and made it attractive to all of these phone makers, and that was sort of the genesis for what Android was and why Android existed. It was a way for Google to get their products onto really wide diversity of devices. The state of the physical, industry right now, it's a little bit like that. Like, there's yes, these companies have firmware, but they have so many different operating systems, it's so fragmented, and to actually get a modern AI application to run on these vehicles, you actually, you first have to consolidate the operating system, and so that's, that's why we've done that. And then, your specific question was who are our customers? It's, it's, generally it's the companies that are making these machines.Peter [00:19:06]: And we're, we're, we're selling our technology to them to really simplify the architecture and then enable these AI applications to run on them.Customers, Licensing, and the Better-Together StackSwyx [00:19:13]: How much is reusable across? Like, do you have, like, one OS that is just configured for everything, or is there some more customization that is needed?Peter [00:19:22]: Yeah, highly reusable. So the fundamental technology is quite universal, right? So things that we do have to think about though are, like, chipset support. And so if you're, if you're coding, let's say, an LLM and you have start with an assumption that, “Hey, oh, I'm gonna, I'm gonna use CUDA, and I'm gonna run this, on an NVIDIA chip,” then you don't really have to think about the hardware in that sense. Like, you're just, “Okay, I'm just I'm in the CUDA/NVIDIA ecosystem, and I'm, I'm going to use that.” But the hardware, especially in safety critical systems, it's a lot more diverse. There's not one or one or two players. There's a bunch of different chipsets that we have to support. And so our operating system doesn't just run on, like, the equivalent of X86. It has to, it has to run on a number of different architectures from chips from a bunch of different companies. But again, we've been working on this for a long time now, so we have, we have support for all of those chipsets. And then when you want to then run the AI applications, we can then do that reliably across now a variety of providers.Qasar [00:20:19]: And I think that is, like, heavily inspired by Android, right? Android has a huge suite of testing and it's a reliable operating system that runs on thousands of devices. And we think we can, we can do the same in all these physical moving machines, with the difference that we're really in a safety critical realm. Android isn't.Alessio [00:20:40]: So on Android, I don't need to use Gmail, I can use Superhuman. Like, what about your machinery? Like, can people bring somebody else's automation to it, or is it kinda like all-in-one?Qasar [00:20:50]: You have to use us. No. Yeah. we're If, Yeah. Yeah, it's totally open. Yeah.Peter [00:20:56]: Yeah. our philosophy is that we are a technology company, and so we license our technology to customers to use how they want. And so if a customer wants to If they wanna license our autonomy tech and our operating system, then great, we'll license those. If they just wanna license the operating system and then use different autonomy tech, that's fine also, and we have great documentation andSwyx [00:21:17]: Or if they wanna use developer tooling.Peter [00:21:18]: Yeah, exactly.AI Coding Adoption: Cursor, Claude Code, and the Bimodal EngineerSwyx [00:21:19]: It's, like, a better together if, obviously, if you, if they work together. Is it all C++ I assume is with different compile targets?Peter [00:21:27]: We use a lot of C++.Peter [00:21:28]: Rust is sort of a hot, the new hot kid on the blockPeter [00:21:32]: for a bunch of things as well. But yeah, the lower level you get, especially when you get to real-time constraints, you hit C++ at some point, and at some point maybe you work your way into assembly when needed.Swyx [00:21:44]: Oh, damn.Alessio [00:21:46]: I'm curious about the coding agent adoption, just, like, since you're mentioning more esoteric languages. Like, what's the adoption internally? What have you learned?Peter [00:21:55]: Yeah. We use everything. So Cursor was, I think the hottest tool in the company for a good while. Now Claude Code, I think has taken the reign on that. We have a internal leader, leaderboard that we use just to sort of encourage adoptionPeter [00:22:09]: with-within the company. And yeah, it's, they're phenomenally useful. it's, Honestly, we take inspiration from some of those tools also in how we're adapting some of that mindset of thinking to the physical realm. Like if it's so easy to build an app for this or that thing that lives just on a screen, we can We're taking now a lot of the same ideas and applying that to, “Okay, well, if you wanted a physical machine to do something, how easy can we make that, using our own tooling and platform as well?”Alessio [00:22:40]: Are you changing any of, like, the OS architecture, kinda like the way you expose services to, like, be more AI friendly or?Peter [00:22:48]: Yeah, absolutely. The in the early days of our tools infrastructure work, it was a lot about, You had engineers that were experts in certain topics, but the things that you're dealing with, they're oftentimes more mathematical or more abstract, where actually GUI tools are very useful for certain things. Like as an example, we have a product we call Sensor Studio, which is, it helps you design the sensor suite for your autonomous vehicle, whether, again, it could be a car, it could be a drone, could be a mining equipment, could be a robot. And you place sensors in different places. You There's different, There's a library. You can understand what are the trade-offs that you're making in the design of that system, and that was, like, a very, a very GUI intensive, thing ‘cause it's a little more like a CAD tool in that senseSwyx [00:23:37]: YepPeter [00:23:37]: if you've seen CAD tools. Nowadays, though, right, we expose all of the underlying APIs for that and now using, AI agents, you can actually configure a sensor suite with just text and likely reach a better result than you could've through the GUI in the past, and we're taking that thinking now through the whole product portfolio.Swyx [00:23:57]: Another thing I was thinking about is just in terms of, like, AI, adoption, does it change your hiring at least a little bit, or how do you, how do you sort of manage engineers, differently?Peter [00:24:08]: Yeah. absolutely, it does. we, I think like every company in the Valley right now, are evolving our hiring practicesPeter [00:24:16]: because the skills required to be effective are changing so fast, right? you used to really select for just rote implementation ability and now it is more the AI engineer skill set, right? Where it's like, yeah, how to implement, but actually-Just banging out code is no longer the core job, right? It's, it's actually knowing what questions to ask, knowing how to tie, how to tie together these different AI tools. And so the interviews that we give now I think are way harder than they've ever been.Peter [00:24:46]: But we also allow, right, selective use of AI tools to solve the problems. And I think in that you start to see more of a bimodal distribution of engineers, right? You start to see like wow, there's, there's this subset of people that they really get it. Like they're, they're all in and they've, they've clearly invested the hours needed to learn these tools and how to be effective.Peter [00:25:09]: And then there's sort of the group of people that haven't done that, and that the productivity gap is just enormous. And so we're, we're trying to obviously select for the people that are really into this.Qasar [00:25:20]: I first wrote the my AI engineer piece three years ago, and when I first wrote about it, I was like, “Actually, not everyone should be an AI engineer,” ‘cause I think there's a there's an extremist stance where well, every software is an engineer is an AI engineer. And my actual example of people who should not be adopting AI was embedded systems and operating systems, and database people. Are they adopting AI?Peter [00:25:41]: I think it's the classic bitter lesson, topic, which is the Six months ago I would've said the same thing, but it's, it's becoming super useful for every domain.Qasar [00:25:53]: I'm sure.Peter [00:25:54]: Right? Like,Peter [00:25:56]: there was, I think six months ago, or maybe a year ago, if you tried to use, let's say the latest Claude model for writing shaders, GPU shaders, the results were probably underwhelming. And if you use the latest model now to do that kind of task, you're a little bit blown away, like, “Wow, that actually worked. That's amazing.” And we see the same thing in the embedded realm. No question though, especially when you get into safety critical systems, the human validation isPeter [00:26:25]: is 100% key. Like I You're not gonna trust your life to a an AI written software that's, that's not been very carefully, checked by humans. And so I think now the really the challenge is about that appropriate level of human validation for these safety critical systems.Verifiable Rewards, Evals, and Neural SimulationAlessio [00:26:41]: How do you think about, yeah, touching on the simulation side, I think verifiable reward and reinforcement learning is, like, the hottest thing. What have you done internally to build around that? And like, what gives you What makes you sleep at night? Like, if somebody's like, just web coding something or likeAlessio [00:26:57]: wants to try something new, you have like a good enough system. Because I think the opposite is also true, is like if it's super easy to write anythingAlessio [00:27:04]: then it puts a lot of work on like the verifiableAlessio [00:27:07]: side of it. Like, what does that look like for people?Peter [00:27:10]: Yeah. So verifiability, a broader bucket of like evaluations, right? Like how do you evaluate the results that you're, you're getting? I think this is probably the hardest problem right now, because the As the models get better, it can be harder and harder to find the faults on the system.Peter [00:27:29]: And so like the problem of doing proper eval to find those faults, like that problem also keeps getting harder as the models get better. But it's no less important than it's ever been, right? You still there are still going to be edge cases that are not met and whatnot. And so it's, it's a big area of investment for us. On the reinforcement learning topic, the key thing is there's all these new requirements that come to be in the latest generation of these technologies. So for example, end-to-end is the big thing right now in autonomy and physical AI, which is you can now train these models that can effectively take sensor data in and then put control signals out, and get really good results out of that. But the way that you train and improve those models is really different from the previous generations. And so to do reinforcement learning on an end-to-end model, you now need to actually simulate all the sensor data, right? So then this becomes a we call our, work in this neural simulation, but it'sPeter [00:28:26]: think of it like a hybrid of Gaussian, splatting and diffusion methods, and where you really care about performance. Like performance is everything. If you can't do enough simulation fast enough and cheap enough, you actually can't get results that are worthwhile, in the end. It also gets to a lot of our work in embedded systems, which is like performance critical work, and that performance optimization, performance criticality, it carries over to a lot of the model training work. because, like, the only way to make it affordable is it has to be really fast.Qasar [00:28:58]: I think it's worth a few minutes talking about our own, evolving thoughts on verification and validation withinQasar [00:29:05]: kind of, traditional simulators, which are, you can think of like vehicle dynamics or something like that, which you're just taking textbooks and taking those formulasQasar [00:29:13]: and putting them into software, to like now this neural sim/world model universe. I think that's an interesting topic.Peter [00:29:20]: Yeah. So in more traditional development, right, you oftentimes would have, more black-and-white answers to questions.Peter [00:29:28]: And so the in Europe as an example, there's, a regulatory, system, it's called Euro NCAP. It's the European New Car Assessment Program, and as part of that, the vehicles have to pass a bunch of tests, and those tests actually, include, safety systems. So automatic emergency braking for a child that runs in front of a carPeter [00:29:51]: or let's say an occluded child that runs out and you hit it. And so you have You end up with sort of these binary answers of like, well, did the car under test pass this specific test? And there's a very well-known set of test casesPeter [00:30:05]: that the vehicle has to pass. And that was how the industry worked, let's say, until 10-ish years ago. But what's changed now is with these models, everything is statistics, right? Like you no longer have a black-and-white answer, but it's like, well, how many orders of magnitude or how many nines of reliability can I get in the system, and how can I, how can I prove that to be true? And the big unlock honestly for physical AI as an industry is that these models are just becoming much more reliable. Right? Things like things actually work a lot better. It's like the number of nines you can get out of these systems are now good enough that it actually becomes cost effective to really deploy these things. And so the big shift in, so verification and validation has been from a little bit more of a Again the past it was strictly requirements, and are you meeting or not? And now it's more of a statistical, verification and validation case where it's all about how many nines of reliability and meantime between failures, that sort of thing.Statistical Validation, Regulators, and the Cruise LessonSwyx [00:31:04]: And is the target audience regulators or even the customers are yeah, if you I imagine the customers are bought in, and it's mostly regulators that need to be satisfied.Peter [00:31:15]: We do work with the US government, we do work of course with the European governments and the government of Japan, and the government is not like an AI lab by any means.Peter [00:31:25]: So Swyx [00:31:26]: They just care about the outcome.Peter [00:31:27]: They care about the outcome.Peter [00:31:28]: And so we do education, in that regard, and like so sort of teaching about, “Hey, this is how we think validation should be done, and this is an approach that we think is reasonable,” and how to think about like when is a driverless system actually safe enough to go on the roads and that sort of thing. But I wouldn't say that the government is asking for it. It's like we're more teaching the government in that, in that sense. It's honestly, it's more so for our own, our own comfort, right? Like, we want to build very safe systems, and then of course our customers care deeply about that as well. But in that context we're also typically educating our customers.Qasar [00:32:01]: Yeah. Our first, our first core value is on round safety. So I think we can't underline enough that, us also verifying and validating that the systems that we're deploying are safe to us is probably as important as, like, some regulator or a customer saying,Swyx [00:32:19]: Of course. Okay. Yeah.Swyx [00:32:20]: You have to satisfy yourselves.Peter [00:32:22]: As I say, as a whole across the world, regulation oftentimes it's like a almost lowest common denominator. But like, you really have to substantially exceed what the regulators are expecting to make good products.Swyx [00:32:33]: Yeah. One thing I often talk about, I think and I try to make this relatable to the audience also, is Cruise, where they had an accident that basically ended the company. I wonder if people overreact to single incidents, because incidents are going to happen regardless, right? ‘Cause it's a statistical thing, but as long I don't know if regulators understand that, you cannot extrapolate from a single incident, but we do because that's all we have to go on. And your sample sizes are necessarily gonna be lower than, I don't knowSwyx [00:33:00]: consumer driving.Qasar [00:33:01]: Yeah. I think the Cruise example wasn't a technology failure. there was The real, compounding issue there was just how did the company talk to the regulators and what was their kind of behavior, and I think that became more of the issue. If you look,Peter [00:33:19]: It isn't It definitely was a technology failure, but it was made much worse by theSwyx [00:33:23]: Put the car back on the woman.Qasar [00:33:25]: Yeah. And let me put it another way. There is a version where Cruise still exists.Swyx [00:33:29]: right. Right.Qasar [00:33:30]: Right. It'sSwyx [00:33:30]: It was like the last strawQasar [00:33:31]: ItSwyx [00:33:31]: in like a long chain ofSwyx [00:33:33]: like issues.Qasar [00:33:33]: So do you feel like ATG had that horrific accident or someone actually dying, because, that was a homeless person crossing the street? So yeah, I think we can't understate enough that ultimately, like, statistical validation of something, that's one part of it, but it's not the only part of it. Like, consumer and let's say, mainstream adoption of these technologies is also gonna be part of that conversation. I think companies like Waymo are doing a lot of service positively to the industry in the sense of they're, they're setting a high benchmark and they're showing, kind of in a very responsible way how to, how to deal with these. There have been Waymo incidences as well. They've just not been as significant as the Cruise one that you mentioned. But yeah, so I think you'll just continue to see that. I think probably the long term question is really gonna be, again, around Like it is very clear humans are way worse drivers statistically.Qasar [00:34:29]: Like, there's no, there's no debate. And so at what point But we're emotional animals.Swyx [00:34:34]: Yeah. So my thing is, like, we have to get to a point as a society where we accept horrific accidents that would never happen by a human because statistically we understand that it is safer overall. In the same way that planes, they're safer, than I think they're the safest mode of transport that we have.Qasar [00:34:50]: Yeah. it's more dangerous to drive to the airport than it is to get on a flight.Qasar [00:34:53]: So if you're everQasar [00:34:54]: if you're ever getting nervous about getting on a plane, just think “I just gotta get to the airport.”Swyx [00:34:58]: Yes, we're flying.Qasar [00:34:59]: If I get to the airportQasar [00:35:00]: I'll be good.Swyx [00:35:00]: But then it's, planes also concentrate the tail risk if planesQasar [00:35:03]: Yeah. AndPeter [00:35:04]: And I was, I don't think we honestly have to worry about there ever being, accidents from these systems that are like much worse than what humans would cause, ‘cause humans do terrible things.Peter [00:35:14]: Like, people fall asleep at the wheel all the time.Swyx [00:35:16]: I have.Swyx [00:35:17]: Like, I'll call, I've been a drowsy driver.Peter [00:35:19]: Kinda drunk drivers, and that'sPeter [00:35:20]: that's the extreme end of the example. But these AI systems, you have redundancies, you have fallbacks. Like, there's many things have to go wrong for there to actually be a something catastrophic because there's, there's so many, fallbacks that these systems have.Alessio [00:35:36]: your simulation is like so vast because there's so many use cases. What are, like, maybe things that worked in a simulation and then you put it out and it's like, “F**k, this isAlessio [00:35:45]: this just did not work at all?”Peter [00:35:47]: Yes.Alessio [00:35:47]: IsPeter [00:35:47]: That's maybe a bit of a misconception, about simulation there. So let me go a little bit, more technical on this. So at first go, no simulation is going to represent the real world. There's always a process of this, sim to real matchingPeter [00:36:02]: where you actually, you need the real world feedback to basically feed into the parameters that are being used in the simulator, and you have to do that, it's like this validation flow, a number of times until you can get some confidence that, like I think the simulator is now accurately representingPeter [00:36:19]: what's gonna happen in the real world. Now, if you have a situation where you've done that full validation and you thought that it was accurate and then there's something different, those are much trickier cases, and that's, that absolutely can happen, but really I think the validation process is a really important part. You can never skip the simulation validation process, like where you're actually ensuring that, hey, the actual, my sim to real gap here is small enough that I can trust these simulation results. And there's, there's so many fun things that you can do when you get into it. Like, I'll, I'll give one fun example that came up recently is like in these humanoid robotics, systemsOverheating actuators is a real problem, right? So obviously phenomenal demos. IPeter [00:37:01]: The most amazingAlessio [00:37:02]: For 10 minutes.Peter [00:37:03]: The most amazing I can get. I love, I love watching robots do acrobatics like everybody but the these systems actually overheat, right? If, like, And one of the ways you can use simulation though is you can actually have that, the temperature of those actuators be one of the parameters that's representedPeter [00:37:18]: in the simulation. And if you're doing reinforcement learning over a certain task, then the robot can actually adjust its motions in the simulation to account for the fact that, oh, it knows that as it's moving, it's actually beginning to overheat this motor. But if you didn't have that parameter of, let's say, the heat of that motor represented in the simulation initially, then your RL policy might It will disregard that. And now you run that on the robot and the robot will overheat and fail.Alessio [00:37:43]: I guess the question is, like, how do you have all of these parameters taken care of while also understanding the deployment environment? Like, temperature is like a great example, right? WellAlessio [00:37:53]: why did you make my robot worse when it runs in like a freezer?Alessio [00:37:57]: So it actually shouldn't worry about that. it's like, yeah, how do you design these simulations?Peter [00:38:02]: This is honestly the This is what makes simulation so hard, right? it's because you Simulation is fundamentally about you're trying to optimize the development of a system, right? Like, how can I build this system faster and better and cheaper and what are all the levers that I have to actually accomplish that? And because simulation's just a software program, you can, you can change it a lot more easily than you can hardware systems. And then what's particularly awesome about the let's say, world models and using that as a part of simulation is now the simulation doesn't just scale with, let's say, adding new math equations inPeter [00:38:36]: but we can actually scale the simulation environment now with additional real world data and that also unlocks a whole new field of robotics.Qasar [00:38:46]: There is a meniscus line where you cross where still doing real world testing is better. there's, in this, sim-to-real gap, you can reproduce reality at exceedingly expensive costs and this So nothing is free. So really you have to you're finding that line where you're getting great performance, you're getting great feedback, whether it's on the training side or on the eval side, but it's way cheaper than doing it in the real world. At some point it, that doesn't make sense. And so even, from our earliest days in autonomy, our view was you're still gonna do real world testing. You There's, there's not, there's not this, magical land where you're not gonna do that. And maybe even like a more nuanced version of this in like traditional software development is, most of your testing for software in a vehicle, 95% of that can be like traditional CI/CD kind of, flows that you would have in traditional web development. But once you have Now you, let's say you have a truck. Well, you can do like 4% of those in like a rig which has all the components, the electrical and electronics of a truck, but doesn't have, it doesn't have the tires and it doesn't have the And then you have the 1%, which is actually the vehicle. There's something There's a similar analogy in terms of using simulation for intelligent systems. You can do a lot in a simulator, but in using world models, but ultimately it's, it's physical AI. So you're gonna deploy it on physical machines andQasar [00:40:17]: the freezer example comes to, comes to light.Alessio [00:40:20]: The world model thing has been to me the hardest thing toAlessio [00:40:22]: wrap my head around. Like we have Faith Eliyon on the podcast.World Models, Hydroplaning, and Cause-Effect LearningQasar [00:40:25]: We've been doing a small series with like another Intuition company, General Intuition as well.Qasar [00:40:31]: yeah, and I mean, lots of, lots of coverage on NeRFs and yes.Alessio [00:40:34]: Yeah. It feels like we talk with about, the heliocentric system, right? It's like in a world model, if you just feed visual data, the model might learn that the sun spins around the Earth. It makes sense, right? And it's like, well, not really. And I think what are like some of these other things that like hydroplaning is one thing I think about, is like can a world model understand hydroplaning and like what amount of water like causes it to happen? And it's like, yeah, to me it's like I don't understand how you guys do it. I guess it's like the real thing is like when you're doing both cars and the highway in Japan versus the excavator in a mine in,Qasar [00:41:13]: ArizonaAlessio [00:41:13]: wherever you're Arizona, wherever you're deploying them.Alessio [00:41:15]: How much of it are you relying on the world models to like generate the simulations for you and then try and close the gap after versus like giving the world models as a tool to your engineers to like curate the simulations if that makes sense?Peter [00:41:28]: Yeah, totally. So yeah, I can say at a pure engineering level, I think if you're hoping to do real world deploys and you're purely relying on a world model approach, you probably won't get to something that works, before you go bankrupt. So there is just a very practical mindset of like, world models are amazing and they're extremely useful for a lot of use cases, but there are a lot of other things that you need to do to actually get something started and something deployed and working. most fundamentally, world models are all about It's understanding the world, but also understanding what's going to happen. It's like the cause-effect relationship.Peter [00:42:01]: Right? And so like it, right, if you have a take some sort of construction tool, and that construction tool is gonna be doing some work on the Earth in some way, it's gonna be moving earth, the world model needs to understand that cause-effect relationship. Like, okay, when I, when I take this material from here and put it over there and now I have things that are over here and not over there anymore and that cause-effect, relationship. data obviously is a is a big problem. The hydroplaningPeter [00:42:26]: one is actually a really great example because it's actually quite non-obvious sometimes. Right? It's like, well, it's, it's raining and well this road, has, let's say the appropriate curvature to it so the water is running off the road and cars are driving faster here and then you approach a road that's very flat and water is now puddling on that road and all of a sudden cars are driving slower because when they were driving faster they were starting to lose control. And there are a lot of visual nuance, very nuanced visual cues in the scene and so I do think in the world model concept there's a good chance that the model actually would learn that you should just drive slower when these visual cues exist, and that's obviously the beautiful-The beauty of, these kinds of models where they just, they learn these non-obvious things.Swyx [00:43:14]: It doesn't need to know about hydroplaning to know that it needs to drive slower.Peter [00:43:17]: Yes.Swyx [00:43:17]: I guess it's Yeah. I wanna ask questions about, also deploying models. I presume, like, you use a lot of these world models for training data and simulation, but what about deploying it onto the systems in production? Presumably you have you have, like, GPUs on deviceOnboard vs. Offboard: Latency, Embedded ML, and DistillationSwyx [00:43:36]: but they're I keep saying on device. What's the what's the right term for that?Peter [00:43:40]: On machine.Swyx [00:43:41]: On machine.Peter [00:43:41]: Or embedded, yeah.Swyx [00:43:42]: Yeah. What is the embedded world like? because for people who are not used to that world, this is very alien.Peter [00:43:49]: Yeah. So it's actually We call it onboard and off board.Peter [00:43:52]: So like, onboard software and off board software.Peter [00:43:54]: And the great thing about off board software is you don't have to care about time, and you can run really large models, right? So you can, you can say, “Well, this model, I don't care if it takes one second for it to give me a result or 10 seconds for it to give me a result, because we have time.” And the models can be really big, and they can run, in a data center or on a on a huge GPU and you can obviously have distribute to compute, et cetera. But onboard you don't have any of those benefits. You're like, “Well, I need I have this many milliseconds where I need an answer from this model.” And so a lot more of the energy then is about, think of it more like distillation and it's like truly efficiency and like, literally every fraction of a millisecond counts. And you can't have a situation where the model takes too long because then the vehicle can't actually function.Peter [00:44:42]: And so you can, you can still use a lot of the same techniques, and the models themselves you can think of as like a derivative of larger models that you can run offline, and then you're, you're trying to just get a model that is still performs really well but it's, it's a it's smaller, small enough version that you can then run on this embedded system where you care about latency and power.Qasar [00:45:03]: Yeah. And I think like, the broader point I think which, maybe is not obvious but it's worth saying is in physical AI world, we're not really constrained right now by, like, the intelligence of the models. It's actually what Peter's talking about, it's actually deploying them inSwyx [00:45:19]: The hardware they give you.Qasar [00:45:21]: Yeah. On the hardware you give you.Qasar [00:45:22]: And so And there's just a reality is of safety critical systems. So those end up being the your limiting factorsQasar [00:45:29]: rather than, let's say, a limiting factor for, a foundation model companyQasar [00:45:34]: is gonna be just capital maybe or researchers.Qasar [00:45:38]: So we're, we're in that way dealing with, for us as people who kind of come in that realm with like a very interesting Those constraints force creativity.Swyx [00:45:47]: And I imagine, nobody was deploying or giving you the hardware for transformers back in 2018, whatever, but now they are. What's the evolution like? just peel back the curtains a little bit.Peter [00:45:59]: Yeah. Transformers first off, I think the paper was originally published in 2017.Swyx [00:46:02]: 2017.Swyx [00:46:02]: So there's no time.Peter [00:46:04]: And ISwyx [00:46:05]: But I'm just saying I guess I'm saying, like, embedded ML systems usually, like, a lot less parameters, a lot less compute, and now, like, orders of magnitude more.Peter [00:46:14]: Yeah. absolutely. what I was gonna say though was I think in the in the original paper in 2017, maybe it's in the last paragraph, somewhere in the paper they talk about, like, “Oh, by the way, this technique might be useful for, like, images and videos as well.”Peter [00:46:30]: These last subjects.Peter [00:46:31]: And it took a few years for that impact to really hit. But like, now, we're seeing transformers are everywhere.Swyx [00:46:39]: Yeah. Vision transformers.Peter [00:46:40]: And then then the compute just keeps getting better and better. But you do have this fundamental trade-off, right? It's like you have power, you have cost, and performance and like, getting the right, getting the right mix of those things in an embedded package that can also be, like, shaken and baked in all thePeter [00:47:00]: conditions that these things have to have to operate in. But yeah, I think that they're only going to keep getting better and so we also try to plan our strategy understanding that, we know the rate of improvements of these systems.Swyx [00:47:11]: Yeah. So like, Google just released the Gemma 2B modelSwyx [00:47:15]: that effective 2B model. Is that useful to you guys or is that too big?Peter [00:47:18]: You can run that model on an embedded system, definitely.Peter [00:47:21]: the So yes, it's, it's useful in that regard. The bigger question is, like, what do you use it for in an embedded system? Like, you actually need to customize it quite a bit to make it useful for something. But yeah, you could run a two billion parameter model, definitely.Swyx [00:47:35]: It also interesting, like, what percent is a custom ML model that only does that thing versus a generalist LLMSwyx [00:47:41]: which probably is not that useful actually for your context.Peter [00:47:46]: Like, you, like, you can imagine different use cases, right?Peter [00:47:48]: So theSwyx [00:47:49]: The voice stuff, yes.Peter [00:47:49]: Yeah, the voice test. Totally, yes.Peter [00:47:51]: So for the actual, autonomy elements, that's 100% in-house. We do every bit of that, the data simulation, the model, everything. But when you get into the more generic use cases like voice or voice assistant kind of thing, that's where these more generalist models like Gemma actually can be quite, can be quite useful.Swyx [00:48:09]: Yeah. And then there's also obviously a trade-off between, like, what percent must you do on machine, versus just call home.Peter [00:48:16]: Yeah. It's all about latency.Swyx [00:48:17]: Latency.Peter [00:48:17]: It's all about latency. Yeah.Swyx [00:48:18]: Yeah. Well, like, I think actually in a lot of contexts, especially in the US, you can just have a connection to the web.Qasar [00:48:26]: Yeah. I think though most of our universe is everything has to be fairly, embedded and local because just the nature of Even in the US there's a lot of likeSwyx [00:48:39]: PatchinessQasar [00:48:40]: don't haveQasar [00:48:41]: have coverage, right? And if you look at, like, the old world of autonomy within mining, which is, like, long before transformers and kind of, neural networks, in the like CNN and kind of a universe, they were really just hand-coded, systems. They were just like, this machine is gonna run to that place with thisPeter [00:49:03]: That was our GPS, like very accurate GPS.Qasar [00:49:05]: Yeah. And so that worked, and that worked for 20 years, so why would we actually need to use transformers or kind of more modern end-to-end systems? Mainly because you can only really run a path and run backwards. That provided a lot of value, but m-Not as much as you get when the machine is actually intelligent. It's, it's seeing, it's perceiving, it's acting in a dynamic world.Alessio [00:49:28]: I looked up RTK, real-time kinematic, one to two-centimeter accuracy.Qasar [00:49:32]: Yeah. Fantastic. But the and fantastic in faraway lands where there's not gonna be cell phone coverage.Peter [00:49:39]: Yeah, so it's widely used on the legacy mining and agricultural autonomy systems today. So like, for example, a combine that can be precise within one or two centimeters as it's driving down the field, they use RTK.Qasar [00:49:53]: Yes.Peter [00:49:53]: But it's, it's expensive.Qasar [00:49:54]: Yeah. And it's, it's, it's autonomy, but it's not intelligent in the way that I think all of usQasar [00:49:58]: if in twenty-six we'd be talking about intelligence.Alessio [00:50:00]: In one of your blog posts, you mentioned research on large scale transformers that are similar to those doing modern generative AI. What are, like, the big differences other than, “You're absolutely right. I should steer the car, so you probably wanna remove that?”Peter [00:50:14]: We have a diversified bet strategy internally, and the reason we've done that is because we operate in now a bunch of industries, a bunch of geographies, and each of the approaches has, obviously a different risk to them.Peter [00:50:27]: And so like, we're not going to put all of our eggs in a single basket for a single approach because that approach may no

Welcome back to Impact Theory with Tom Bilyeu. In today's episode, we're diving into a powerful conversation with legendary investor and thought leader Bill Gurley. As the world stands at the crossroads of AI disruption and political upheaval, Bill unpacks what it takes to not just survive—but thrive—in times of profound change. From understanding how curiosity and agency can shield you from being left behind by technology, to exploring the realities of regulatory capture, policy failures, and the success secrets of entrepreneurs like Travis Kalanick, this episode leaves no stone unturned. Bill shares his perspective on how Americans can rediscover their competitive edge, the hidden truths behind educational and financial systems, and why embracing your fascination might be the answer to building a life of fulfillment—even in uncertain times. Whether you're a founder, investor, or simply eager to future-proof your life, this conversation with Bill Gurley is packed with actionable insights for the age of disruption. Let's get into it! Follow Bill Gurley:Twitter: https://twitter.com/bgurleyLinkedIn: https://www.linkedin.com/in/billgurley/ What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Blinkist: Start your free trial at https://blinkist.com/impactQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactAT&T Business: Switch to AT&T Business at business.att.comNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryMonetary Metals: Future-proof your wealth at https://monetarymetals.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome back to Impact Theory with Tom Bilyeu. In today's episode, we're diving into a powerful conversation with legendary investor and thought leader Bill Gurley. As the world stands at the crossroads of AI disruption and political upheaval, Bill unpacks what it takes to not just survive—but thrive—in times of profound change. From understanding how curiosity and agency can shield you from being left behind by technology, to exploring the realities of regulatory capture, policy failures, and the success secrets of entrepreneurs like Travis Kalanick, this episode leaves no stone unturned. Bill shares his perspective on how Americans can rediscover their competitive edge, the hidden truths behind educational and financial systems, and why embracing your fascination might be the answer to building a life of fulfillment—even in uncertain times. Whether you're a founder, investor, or simply eager to future-proof your life, this conversation with Bill Gurley is packed with actionable insights for the age of disruption. Let's get into it! Follow Bill Gurley:Twitter: https://twitter.com/bgurleyLinkedIn: https://www.linkedin.com/in/billgurley/ What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Blinkist: Start your free trial at https://blinkist.com/impactQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactAT&T Business: Switch to AT&T Business at business.att.comNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryMonetary Metals: Future-proof your wealth at https://monetarymetals.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: https://allin.com/events Follow Travis: https://x.com/travisk 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/@theallinpod 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 Referenced in the show: https://www.texastribune.org/2025/01/22/austin-texas-rents-falling https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html https://polymarket.com/event/gpt-5pt5-released-on https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982 https://x.com/RihardJarc/status/2044725910566220095 https://x.com/RoundtableSpace/status/2041897604708233650 https://x.com/chamath/status/2043811625967530056 https://x.com/pmarca/status/2042742413098450998 https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0 https://x.com/zerohedge/status/2043520934930239860 https://x.com/APompliano/status/2041946174677217733 https://x.com/IAPolls2022/status/2041589297489305717 https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009 https://x.com/great_martis/status/2044454944808571015 https://x.com/GlobalMktObserv/status/2044059352466690501 https://x.com/mattcerminaro/status/2044546097230626819 https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517 https://x.com/JoeBiden/status/1815080881981190320 https://x.com/TimRunsHisMouth/status/1815088017847333273 https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation

In this latest episode of Executive Function, Brett sits down with Christopher Payne, who spent a decade as President and COO at DoorDash, helping scale the company from roughly 70 employees to the dominant food delivery platform in the US. Before DoorDash, Christopher held senior operating roles at Amazon and eBay, where he led a sweeping overhaul of marketplace search. In this conversation, he unpacks what it actually takes to run an atoms-based business versus a software company, shares his "plate spinning" framework for allocating executive attention across a complex org, and makes the case for top-down goal setting over the bottom-up alternative. In today's episode, we discuss: How prior industry experience can be a liability when you're trying to reinvent the market How executives can practically focus their attention to stay close to product details What charisma actually looks like in executives—and why it's a staple trait to have The business case for setting ambitious goals top-down, not bottom-up References: Amazon: https://www.amazon.com/ Anthropic: https://www.anthropic.com/ Cheesecake Factory: https://www.thecheesecakefactory.com/ Cursor: https://cursor.com/ Dartmouth College: https://home.dartmouth.edu/ David Risher: https://www.linkedin.com/in/jdavidrisher DoorDash: https://www.doordash.com/ eBay: https://www.ebay.com/ Granola: https://www.granola.ai/ Hulu: https://www.hulu.com/ Jason Kilar: https://www.linkedin.com/in/jasonkilar Jeff Bezos: https://x.com/JeffBezos Lyft: https://www.lyft.com/ Microsoft: https://www.microsoft.com/ Tinder: https://tinder.com/ Tony Xu: https://www.linkedin.com/in/xutony Travis Kalanick: https://www.linkedin.com/in/traviskalanick Uber: https://www.uber.com/ University of Oregon: https://www.uoregon.edu/ Wharton School: https://www.wharton.upenn.edu/ Where to find Christopher Payne: LinkedIn: https://www.linkedin.com/in/christopherpayne Twitter/X: https://x.com/chrispa Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:00 Introduction 00:14 Why atoms businesses challenge bits executives 02:35 Hiring executives with a builder mentality 06:52 Great executives never outgrow the details 08:05 How ciabatta bread revealed a core DoorDash issue 10:48 How executives can scale their own impact 14:22 One-size-fits-all management is a myth 19:01 Enduring business lessons from Jeff Bezos 20:56 “I was fired from Tinder after six months” 25:38 Why specializing too early is a leadership trap 27:41 Are competitive cultures essential for success? 31:00 Lessons from Amazon's hypergrowth 35:20 Why having industry experience can be a liability 38:46 Companies spend too much time on job interviews 40:19 The skills executives need for hypergrowth 43:34 Why AI will likely flatten organizations 45:20 Teaching COO 101: What it takes to be world-class 50:55 Why bottom-up goal setting kills ambition 55:29 How charismatic leaders help teams in tough times 58:23 The number-one sign of high-functioning executive teams 1:02:02 How first-time COOs can increase their chance of success

Pronto's autonomous haulage trucks are about to start operating at Mariana Minerals's Utah copper mine -- the first such deal since Pronto got acquired by Travis Kalanick's Atoms Inc. Also, Collide Capital, founded by Brian Hollins and Aaron Samuels, announced Thursday the close of a $95 million Fund II. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dans cet épisode :⚖️ OpenAI est dans la ligne de mire de Microsoft, Elon Musk et du New York Times simultanément au moment précis où la boîte prépare son entrée en bourse. 

I've spent time around some of the wealthiest, most successful people on the planet, from Richard Branson to Naval Ravikant to Travis Kalanick.What I discovered is that billionaires don't just work harder, they operate on a completely different set of rules that most entrepreneurs never learn.In this episode, I share the biggest lessons that changed how I build businesses and live my life after spending hundreds of hours with the top 0.01%.If you want to know what actually separates the ultra successful from everyone else, watch this to the end.✅ Get your FREE Executive Assistant Playbook here: https://go.danmartell.com/40MbADM▸▸ Subscribe to The Martell Method Newsletter: https://bit.ly/3XEBXez▸▸ Get My New Book (Buy Back Your Time): https://bit.ly/3pCTG78

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In Episode 26 of The ₿roadcast, Bram Kanstein, Brian Cubellis, and Michael Tanguma break down the most important Bitcoin and macro developments from the past few weeks.00:00 — Intro & Brian's Back03:51 — Iran, the Strait of Hormuz & the Energy Crisis19:00 — Travis Kalanick's Return & the Plumber Thesis for AI31:10 — Stretch, MicroStrategy & Who's Actually Buying?40:27 — Private Credit Is the New Subprime53:30 — UK Bans Self-Hosted Wallets01:00:01 — 12–24 Months to Serfdom01:06:11 — Druckenmiller Sold the Bottom01:16:49 — The DCA Chart That Ends Every Argument01:20:17 — The Fed Is Trapped & Both Exits Lead to Bitcoin01:25:55 — BitTensor, Distributed AI & You Don't Need a TokenThe ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.

Story of the Week (DR):The dangers of not pouring water over your dropped out campfire:Travis Kalanick sees benefits of being in stealth mode for 8 years. ‘You build a culture of people that want to build and do not need to be famous'While studying at UCLA, Kalanick was a member of Theta Xi fraternity. In 1998, he dropped outOnly people mentioned all former Uber bros:CTO Brian Attwell: CloudKitchens CTO says he might add an IQ test for job applicantsEric MeyhoferBusiness Insider published details of a meeting at Uber in 2018 where CEO Dara Khosrowshahi and head of the self-driving unit Eric Meyhofer were questioned by employees: “Business Insider called ATG's culture ‘toxic' and referred to ‘missed warning signs,' vast dysfunction' and ‘rampant infighting.' Any truth in this?”Meyhofer then launched into a story about his kids. He told Uber employees that he knew culture was great under his leadership because his teenage kids wanted to visit the Uber campus while everyone was away over Thanksgiving break.After hearing Meyhofer's defense, a handful of employees discussed him on the anonymous chat app Blind: "Eric Meyhofer: Based on his response at all hands on ATG culture, discuss his tenure as Head of ATG!" One hundred forty-one people voted to "replace him" and 28 voted to "keep him."In 2019: Uber re-started testing driverless cars following an accident in which one person was killed: Meyhofer: "We've seen people bully these cars. They feel like they can be more aggressive because we won't take a position on it, or we'll allow it."Strategic Partner Anthony Levandowski: charged by the Department of Justice for the alleged theft of trade secrets from Google's self-driving unit Waymo in 2019Judge William Alsup sentenced him to 18 months in prison: "This is the biggest trade secret crime I have ever seen. This was not small. This was massive in scale.President Donald Trump granted a full pardon to LevandowskiPardoned for Fraud, a CEO Mounts His Comeback: ‘We Can Trust You Now'Trevor Milton's conviction for defrauding investors in truck company Nikola was wiped away. He's now raising funds for a new jet he claims will transform flying.He later enrolled at Utah Valley University but dropped out after one semesterPresident Trump granted a full and unconditional pardon to Nikola founder Trevor Milton on March 27, 2025"He has unveiled plans for a new small jet that he says will have the highest speed and range—and largest lavatory—in the light jet category. Investor documents reviewed by The Wall Street Journal said the goal is for the plane to be the first light jet to focus on artificial-intelligence flight."Delta CEO slams Washington over unpaid TSA agents, says front-line workers are being used as ‘political chips'Top airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'Between June 1, 2025, and March 16, 2026:Southwest repurchased $2.6B in 2005; $400M in 2026United $1.5B5 NEOs: $91 million in 2025Scott Kirby $34M; $97M in shares Delta focused on $4.8B debt reductionFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per monthBoards protected CEO bonuses as tariffs threatened business. Now, as Iran disrupts trade, CEOs may get more protection DRFortune: Amanda Gerut, West Coast editorWhen Apple CEO Tim Cook and his executive team received their performance targets for fiscal 2025, the board set a modest bar for bonus payouts. The new targets, including sales and operating profit, did not require Apple's leadership to expand the business—the board set goals at the same level or below the prior year's results, citing “trade policy” and an “uncertain macroeconomic outlook.”A broader trend in which boards “protect” CEO pay from external shocks (like tariffs) either by carving out those costs or by quietly lowering performance hurdles in advanceHP is highlighted: its board explicitly excluded tariff costs (net of tariff costs) from both annual and long‑term incentive calculations, which helped CEO Enrique Lores earn roughly two‑thirds of his target bonusAn exclusive analysis of pay data from 50 public companies by Compensation Advisory Partners (CAP) reveals how corporate boards across America use a range of techniques—more-conservative targets, widened performance curves, and flattened payout ranges—to protect CEO compensation from uncertainties like the chaos of President Trump's Liberation Day tariffs in 2025.According to CAP's findings, total pay for CEOs in 2025 rose 8% year-over-year, with annual bonus payouts up 4%.Meanwhile, median financial performance was generally flat to up, with median revenue growing 2.9% and earnings per share down slightly at negative 1.6%.Even among companies with the weakest payouts due to underperformance, CEOs still collected 87% of their target bonuses, up from 77% the year before.The share of companies that landed in the lowest bonus payout tier was down, from 15% in 2024 to 9% in 2025.Now, with the Iran conflict erupting weeks after most companies finalized their 2026 incentive goals—and global stock markets down roughly $3.5 trillion—some market observers expect that boards will soon be holding the same conversations again.Warner Bros. Discovery CEO David Zaslav set to receive up to $887 million if Paramount deal closesMeta is killing off the metaverse. It lost $80 billionDual class founder CEO chair for the win: don't worry governance community, there's nothing to see hereOversight Board Implementation Assessment (337 recommendations):Implementation demonstrated through published information: 62 (18%)Partial implementation demonstrated through published information: 52 (15%)Progress reported: 89 (26%)Meta reported implementation or described as work Meta already does but did not publish information to demonstrate implementation: 53 (16%)Recommendation declined after feasibility assessment: 12 (4%)Recommendation declined: 34 (10%)Recommendation omitted or reframed: 30 (9%)Awaiting first response: 5 (1%)Goodliest of the Week (MM/DR):DR: Judge reinstates 1,000 Voice of America employees, deems wind-down illegalDR: Trump's war will boost the clean energy sector he despisesMM: Banning ‘woke' AI in IdahoAI bill says AI needs to be factual and not ideological, and says:Nothing in this subsection shall prohibit a large language model from accurately describing DEI concepts, history, or critiques in an informational, academic, or analytical context when such information is requested by the user.Which means this prompt: “Was Jesus black?”, Gemini's answer is OK:Historically, Jesus was a Middle Eastern Jew from the 1st century, not Black in the modern sub-Saharan ethnic sense. He most likely had brown skin, dark hair, and an olive-brown complexion, representing a person of color, not the white European often depicted, though his exact appearance is unknownAryan Nation (started in Idaho) and Megyn Kelly disagree: "Jesus was a white man, too."MM: SEC Prepares Proposal to Eliminate Quarterly Reporting RequirementAssholiest of the Week (MM):OG Tech BrosTrevor Milton: Pardoned for Fraud, a CEO Mounts His Comeback: ‘We Can Trust You Now'Travis Kalanick: ‘I never left': Travis Kalanick launches new robotics company Atoms with manifesto"At Atoms we make gainfully employed robots — specialized robots with productive jobs that bring abundance to their owners and society at large,"Where is Adam Neumann?A TikTok tour of Adam Neumann's Flow raises old questionsOk, so what about some obscure asshole bro, like Martin Schkreli?Martin Shkreli's New Computing Firm Is Betting It Can Upend Nvidia's Business ModelNot pardoned or making a big bro comeback: Elizabeth Holmes… you know, because of the boobs Airlines DRTop airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'Delta: $1bn share buyback announced May 2025Southwest: $2.6B in 2025; $400M in 2026United $1.5BAmerican Airlines: Already spent all their money on buybacks, never recoveredFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per month x 12 months = $3.9bnTotal big 4 buybacks: $4.2bnYou could have still bought back $300m AND paid to stay open AND get a guarantee from the government to be repaid when the shutdown is over - you would have been heroes, your CEOs could have made huge paydays… wait…Ed Bastian $27m; $151m in sharesBob Jordan $10m; $15m in sharesScott Kirby $34M; $97M in sharesBob Isom $15M; $14M in sharesCar companiesWhy $4 gasoline is the tipping point for EVsThese 18 Automakers Are Walking Away From EV PlansHonda (Acura)GM (Chevrolet)Took $6bn write down, but still says they'll make EVsStellantis (Dodge, Maserati, Ram)FordTook a $19.5 billion write down and killed most EVsHyundai (Genesis, Kia, Kona, Ioniq 6)Nissan (Infiniti)Ferrari (Lamborghini)Jaguar (Land Rover)Polestar (no longer sending to the US)PorscheVW (ID.7, ID.Buzz)Back in 2009, Johan de Nysschen, who was the president of Audi of America, made fun of the new all-electric Chevy Volt, saying, “No one is going to pay a $15,000 premium for a car that competes with a Corolla.” He continued, saying EVs are mainly “for the intellectual elite who want to show what enlightened souls they are . . . so there are not enough idiots who will buy it.”Headliniest of the WeekDR: Hinge Health appoints Tyler Sloat to its board of directors AND Chip Bergh Joins lululemon Board of DirectorsDR: Luxury Cruise Descends Into a Diarrhea Nightmare MM: Robot Goes Berserk in California Restaurant, Dragged Away by Staff After Smashing TablewareWho Won the Week?DR: Amit Banati at Fortune BrandsMM: Amit Banati at Fortune Brands, who was “selected” as new CEO of Fortune Brands after sitting on the board for five years. Fortune Brands makes faucets and locks and doors, Banati was CFO at Kellogg making snack food, so naturally it was a good choice. On the announcement, an activist immediately took a stake - Banati was supposed to start in May, left Kellogg, signed a contract with Fortune, and stepped down from activist pressure, but not before getting PAID $18.4m for zero days as CEO (it was his “make up” for leaving options at Kellogg). PredictionsDR: President JD Vance Preemptively Pardons Trevor Milton for Future Fraud MisunderstandingsMM: Humans will be cool again 5 years from now - I called our local HVAC company to ask them a question about replacing our air handler with a salvaged thing from an auction, and the person picked up said “Hi, this is Sam at Glasco. How can I help you?” I spent a solid 40 seconds to a minute describing what I was thinking, saying it's a weird request, just looking for some feedback. After I finish, Sam said “I'm a virtual assistant - here's what I hear you're looking for, it's a great question…” I fucking lost my mind, told the virtual assistant she sucked, asked for a human, and hung up. This is local company serving “South Windsor and CT area” using a fucking AI bot to avoid talking to a customer??? Humans will be cool again.

The Chad & Cheese Podcast is back with another explosive episode, and this week, hosts Chad Sowash (when he's not beach-bound), Joel Cheesman, and Lieven dive headfirst into the escalating "cage match" between recruiting's two 800-pound gorillas: Indeed and LinkedIn. Is Indeed getting desperate? The trio dissects rumors of a bold (and highly suspicious) "spend-matching" pilot program—think a direct "Pepsi Challenge" aimed at poaching market share from LinkedIn. As Chad highlights, this incentive play comes loaded with major strings attached, raising questions about long-term sustainability and whether it's a genuine innovation or a frantic defensive move in a shrinking ad-spend pie. Meanwhile, LinkedIn isn't playing defense. They're rolling out AI-powered initial interview screening (now in early testing for Hiring Pro users), where an AI interviewer handles audio/video screens for up to 40 candidates per role. The system generates questions based on the job description, suggests ideal answers for recruiters to tweak, and scores responses on alignment—potentially streamlining the funnel but sparking debate on whether it truly improves quality or just adds more automation noise. The conversation gets spicy with "banana in the tailpipe" tactics (classic sabotage vibes), the real cost of Indeed's incentives, and whether LinkedIn's automated screens will actually fix the hiring funnel—or create new bottlenecks. They also touch on emerging trends like the rise of "vibe-coding" (AI-assisted low/no-code hacks) making ATS integrations faster and easier than ever, plus Travis Kalanick's big reveal: his long-stealth company Atoms launching fleets of specialized industrial robots for food, mining, transport, and beyond—wheeled "gainfully employed" bots, not sci-fi humanoids. If you're in HR, recruiting, or just love watching tech titans slug it out, this episode is pure chaos and insight. Tune in for the unfiltered takes on who's winning the war for talent acquisition dollars in 2026. Chapters 00:00 - Introduction and Light Banter 02:48 - Chad's New Car Adventure 04:44 - European Perspectives on American Politics 07:24 - Midterm Elections and Political Climate 08:44 - Shout Outs and Industry Insights 12:34 - The Future of ATS Integrations and AI 15:11 - The Challenge of Change in HR Tools 15:59 - Vibe Coding: Revolutionizing Prototyping 17:05 - Travis Kalanick's New Venture: Industrial Robots 18:35 - The Future of Work: Robots as Employees 19:42 - The Impact of Automation on Jobs 22:45 - Upcoming RLX Retreat: AI and Hiring Discussion 23:17 - Rumors of Acquisition: Paradox's Tradify 24:32 - Indeed vs. LinkedIn: The Battle for Recruitment 30:51 - The Future of AI in Recruitment 32:56 - LinkedIn's Slow but Steady Progress 35:59 - The Rise of AI Agents and Automation 42:58 - The Future of Employment in an AI-Driven World 46:13 - Government Regulations and AI: A Double-Edged Sword 53:05 - Cybersecurity Challenges in the Age of AI

Send us Fan MailInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:49 - Vast Data rockets to $30B after a $1B raise and a +229.7% valuation jump01:51 - Kalshi hits $22B as revenue reaches $1.5B and monthly volume tops $10B02:53 - Fal races to $8B with revenue at $400M and growth hitting +100% in months03:43 - Yotta targets $4B valuation with a $1B capital plan and 30,000+ next-gen GPUs on deck04:41 - Mastercard acquires BVNK for $1.8B05:37 - Canva heads toward IPO territory at $47B with $4B revenue and 265M users06:48 - Unitree files to raise $610M after hitting $248M revenue and #1 humanoid shipments07:33 - Nvidia's Huang likes their Lambda, Together AI, and Nscale investments08:38 - Gecko Robotics lands a $54M Navy award with a $71M ceiling and 18 ships to start09:31 - Mistral pushes deeper into enterprise with ‘Mistral Forge' launch10:33 - OpenAI is folding 3 products into 1 superapp as IPO prep accelerates11:37 - OpenAI is reorganizing for a $665B compute buildout with a 6GW AMD chip deal12:48 - Atoms brings Travis Kalanick back with $100M from Uber13:30 - xAI offers forward deployed engineers as it chases enterprise growth with Shift4 win

What if the work you think is growing your business is actually just making you feel like it is?After disappearing for 8 years, Travis Kalanick—former Uber founder—quietly built a $15B robotics company, operating in 30 countries with thousands of employees… without PR, branding, or even LinkedIn visibility.This forces a harder question: if you removed validation, visibility, and noise—would your business still move forward?In this episode, Ray breaks down the hidden difference between building and performing—and why the question you're asking might be capping your entire trajectory.What You'll Learn In This Episode:Why most founders are stuck in a “visibility loop” that feels productive—but isn't actually moving the business forwardThe mindset shift from “Can I do this?” to “What would it take?”—and how it changes the scale of problems you pursueHow removing yourself as the constraint fundamentally alters the opportunities, talent, and outcomes available to you//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Deutschland plant bis 2030 seine Datacenter-Kapazitäten zu verdoppeln und KI-Leistung zu vervierfachen. Sam Altman bedankt sich tone-deaf bei Entwicklern für ihre "Vorarbeit". Microsoft prüft rechtliche Schritte gegen OpenAI wegen des AWS-Deals: Statt einer API hat OpenAI für Amazon eine "Stateful Runtime Environment" gebaut, um die Exklusivvereinbarung mit Azure zu umgehen. Jeff Bezos gründet mit SoftBank einen $100 Mrd. Fonds, um Industrieunternehmen zu kaufen und mit seiner KI-Firma Prometheus zu transformieren. Lovable expandiert in Datenanalyse und Pitch Decks. X führt einen versteckten Dislike-Button und Geo-Filter für Kommentare ein. Meta lockt Creator mit $3.000/Monat zurück auf Facebook. Das Pentagon setzt Anthropic weiter unter Druck – diesmal mit dem Argument ausländischer Mitarbeiter. Travis Kalanick benennt Cloud Kitchens in Atoms um und pivotiert zu Robotik. Supermicros Co-Founder wird in Nvidia-Chip-Schmuggel nach China verwickelt. Die Causa Ulmen erschüttert Deutschland. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Deutschlands Datacenter-Strategie und Tokenzoll (00:12:36) Sam Altman dankt Entwicklern (00:15:38) Microsoft droht OpenAI mit Klage wegen AWS-Deal (00:22:55) Bezos' Prometheus und $100 Mrd. Industrie-Fonds (00:30:54) Lovable expandiert: Signal der Markterschöpfung? (00:32:27) X bekommt Dislike-Button und Geo-Filter (00:38:35) Meta lockt Creator mit $3.000/Monat (00:40:56) Pentagon: Anthropic wegen ausländischer Mitarbeiter unter Druck (00:45:21) Travis Kalanick pivotiert von Cloud Kitchens zu Robotik (00:50:16) Supermicro-Gründer in Chip-Schmuggel nach China verwickelt (00:51:46) Northern Data: Umsatz sinkt, Verlust explodiert (00:54:39) Collien Fernandes Shownotes Deutschland verdoppelt Rechenzentrumskapazität bis 2030 - zeit.de Bundesregierung will KI-Kapazitäten vervierfachen - spiegel.de Sam Altman dankt Softwareentwicklern - xcancel.com Microsoft prüft Klage gegen OpenAI wegen AWS-Deal - xcancel.com Bezos will $100 Mrd. für KI-Transformation alter Industriefirmen - techcrunch.com Bezos plant $100 Mrd. KI-Fonds mit SoftBank - wsj.com Lovable expandiert in Datenanalyse und Pitch Decks - linkedin.com X führt Dislike-Button und Anti-Spam-Features ein - news.bitcoin.com Facebook lockt Creator mit $3.000/Monat für Reels - bbc.com Pentagon: Anthropics ausländische Mitarbeiter als Sicherheitsrisiko - axios.com Kalanick benennt Cloud Kitchens in Atoms um, pivotiert zu Robotik - techcrunch.com Supermicro-Gründer in Nvidia-Chip-Schmuggel nach China verwickelt - cnbc.com Northern Data - ad-hoc-news.de Collien Fernandes erstattet Anzeige gegen Ex-Mann Christian Ulmen - spiegel.de

AGENDA: 04:02 NVIDIA's GTC: What You Need to Know 11:39 Meta's 20% Layoffs & Atlassian Lets Go of 1,600 21:42 How to Test AI Fluency in Employees 30:59 Anduril Lands $20BN Army Contract 46:46 Travis Kalanick Returns With Atoms 49:55 If Travis Kalanick Ran Uber Today, Would it be $1TRN Company? 56:03 When is it Right to Replace Founders 01:04:24 Adobe CEO Exit Shock    

March 19, 2026: Jensen Huang had one of the biggest weeks in tech at Nvidia's GTC — but his sharpest line wasn't about chips. When asked why companies are laying off workers, he said simply: because they're out of imagination. We unpack what that means, plus his surprise take on compensation from the All-In podcast. Then Cognizant drops a bombshell update to its 2023 workforce study: 93% of jobs impacted by AI, $4.5 trillion in labor shifting to machines, six years ahead of schedule. Their own words: "We underestimated the technology." But two CEOs are pushing back on the doom narrative — Uber co-founder Travis Kalanick says humans will be "super fine" until AGI arrives, and Tech Mahindra CEO Mohit Joshi argues the demand for human labor isn't going anywhere, and has the data to back it up. We close with JPMorgan Chase's 2026 tech trends report and the concept quietly reshaping what leaders actually do: context engineering. Watch the full episode on YouTube ---------- Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/ Stop patching problems and start designing an intentional workplace. The 8 Laws of Employee Experience gives you the how. Order your copy: 8EXlaws.com

Uber co-founder Travis Kalanick strategically relocated to Texas just weeks before California's proposed billionaire wealth tax could take effect. This move, saving him potentially $180 million, highlights a growing trend of wealthy individuals and companies leaving California for states like Texas and Florida, which offer lower taxes and a more business-friendly environment. Kalanick stated his move was timed before the January deadline for the retroactive residency requirement. This mass exodus raises concerns about California's economic future and its ability to retain high-net-worth individuals and major businesses. The proposed tax, backed by SEIU-UHW, would impose a one-time 5% tax on the net worth of California residents with over $1 billion. Is California's political agenda destroying the state?

This week is a bit of a reality check (in a good way). If you think you've missed your window, this episode might change your mind.James and Daniel talk about why execution is becoming more important than ever, how having a clear “playbook” can be a cheat code, and why the ability to tell a great story is quickly becoming one of the most valuable skills you can have.On the AI side, things are getting interesting—algorithms are becoming less secret, entire marketing teams are shrinking to one person, and the barrier to building something is basically gone.We also get into why things that used to feel like weaknesses (being chronically online, ADHD brain, etc.) might actually be the biggest edge in today's world.Building something has never been easier. Getting people to notice? That's a different story.

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California (25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War (36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders (43:46) Dell's $50B AI infrastructure bet (1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids This podcast was recorded LIVE at Arena Hall in Austin, Texas. Thanks to our partners for making this event possible!: EY: Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey. https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey Forge Global: We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms. Learn more here: https://forgeglobal.com/who-we-serve/private-companies/ De'Longhi Athena Polymarket

DR1In our 'Asshole is selfish' headline of the week. Billionaire Uber co-founder Travis Kalanick admits strategically moving to Texas before California wealth tax***************Kalanick was caught on camera in a heated argument with an Uber driver, who complained about falling fares and the company's treatment of drivers: "Some people don't like to take responsibility for their own sh*t"In our 'Top snarky podcast hosts plead with airline companies to stop the share buyback bullshit and pay airport workers. ‘Once again, air travel CEOs are bullshit artists'' headline of the week. Top airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'***************Between June 1, 2025, and March 16, 2026:Southwest repurchased $2.6B in 2005; $400M in 2026United $1.5B5 NEOs: $91 million in 2025Scott Kirby $34M; $97M in shares Delta focused on $4.8B debt reductionFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per monthIn our 'Pervy owner does pervy stuff and everybody is fake shocked.' headline of the week. It Was Going to Be Magic City Night at the Atlanta Hawks. Then the Outrage Poured In.***************Tony Ressler founded the private equity firm Apollo Global Management with Leon Black.An independent review revealed that Leon Black paid Jeffrey Epstein $158M for financial and tax-planning services between 2012 and 2017. These payments occurred after Epstein's 2008 conviction for soliciting an underage girl.Ressler is the brother-in-law of Leon Black (Black is married to Ressler's sister, Debra) In our 'College dropout techbro ignores actual experts, part 17 million ' headline of the week. OpenAI's own mental health experts unanimously opposed “naughty” ChatGPT launch*************** The probably might be too many women and not enough Stanford? The council consists of the following eight independent experts:David Bickham, Ph.D. – Research Director at the Digital Wellness Lab at Boston Children's Hospital and Assistant Professor at Harvard Medical SchoolMathilde Cerioli, Ph.D. – Chief Scientific Officer at everyone.AI and researcher in cognitive neuroscience and psychologyMunmun De Choudhury, Ph.D. – Professor of Interactive Computing at Georgia Tech, specializing in how technology shapes mental healthTracy Dennis-Tiwary, Ph.D. – Professor of Psychology at Hunter College and co-founder/CSO of Arcade TherapeuticsSara Johansen, M.D. – Clinical Assistant Professor at Stanford University and founder of Stanford's Digital Mental Health ClinicDavid Mohr, Ph.D. – Professor at Northwestern University and Director of the Center for Behavioral Intervention TechnologiesAndrew K. Przybylski, Ph.D. – Professor of Human Behavior and Technology at the University of OxfordRobert K. Ross, M.D. – Former President and CEO of The California Endowment and a national leader in public health.In addition to the council's pushback, Ryan Beiermeister, OpenAI's head of product policy, was reportedly fired in January 2026 after being an outspoken internal critic of the erotica rollout. OpenAI has denied her dismissal was related to her opposition, citing separate workplace allegations that Beiermeister has called "absolutely false."In our 'Petulant manchild with no regulatory or societal guardrails screws up again and bails himself out with shareholder money from a different company' headline of the week. Elon Musk admits xAI ‘wasn't built right' as only 2 co-founders remain and its biggest AI bet stalls out***************The people leaving xAI right now aren't "legacy" employees—they are the hand-picked superstars Musk himself recruited in 2023 to build his AI dream.Out of the 12 original co-founders, 10 are gone. This isn't just "trimming the fat"; it's the original architects of the company walking out the door.In early 2026, Tesla (a public company) invested $2B into xAI.Tesla shareholders are furious, arguing that Musk used their money to fund a "broken" startup, then tucked it away inside his private SpaceX empire where there is less public oversight.Total Headcount Before Buyout: Approximately 7,500 to 8,000 employees.In his first week, Musk fired roughly 50% of the staff (about 3,700 people) overnight.Shortly after, he issued his famous "extremely hardcore" memo. When hundreds of employees refused to sign it and resigned instead, the headcount plummeted further.By April 2023, Musk confirmed in a BBC interview that the workforce had been slashed by 80%, leaving only about 1,500 employees. MM1In our 'The world's most stable billionaire announces a billionaire to all other billionaires ratio of 693:1' headline of the week. Elon Musk Is Now Worth More Than Bottom 693 Billionaires CombinedIn our 'In news celebrated worldwide, older women announce a "please save us from tech bros" to asshole ratio of 64:1 Elon Musk' headline of the week. Older women set to inherit most of $54 trillion in ‘great wealth transfer' to widowed spousesIn our 'Asshole wants you to know he is still here' headline of the week. ‘I never left': Travis Kalanick launches new robotics company Atoms with manifesto"At Atoms we make gainfully employed robots — specialized robots with productive jobs that bring abundance to their owners and society at large,"In our 'Company founder announces major "stealth mode" company perk is stealthy sexual harassment' headline of the week. Travis Kalanick sees benefits of being in stealth mode for 8 years. ‘You build a culture of people that want to build and do not need to be famous'In our 'Christmas, St. Patrick, Mel Gibson, and Casper the Friendly Ghost have reportedly filed complaints with the EEOC' headline of the week. Nike and Coca-Cola cases point to the next DEI fight: who gets to claim discriminationDR2In our 'Sheryl Sandberg says "If I could have worked at Facebook things would have turned out differently."' headline of the week. Sheryl Sandberg says Silicon Valley's hypermasculine rhetoric is ‘terrible'—contributing to ‘one of the worst' corporate climates she's ever seen*************** In our 'Explosive Messages Show Live Nation Thinks Customers Are ‘Stupid'; board member Richard Grenell Demands Credit for Same Observation' headline of the week. Live Nation Directors Mocked Customers in Explosive Just-Released Messages, Saying They're “Stupid” for Allowing Themselves to Be Gouged***************"Yes, I cut the DEI bullshit." — In a leaked 2025 email Grenell justified dismantling diversity programs by labeling them "woke" initiatives that "haven't made money."appointed to the Live Nation board on May 19, 2025, but was not up for the vote at the AGM on June 12, 2025In our 'Gun manufacturers say, "Oh no, it's not the gun that kills people, it's the pesky bullets."' headline of the week. She spent 16 hours on Instagram in a day. It's up to a jury to decide if Meta is to blame*************** In our 'She responded to "O" with "K," she said "J' to "D," and she responded to "F" with a simple "U"' headline of the week. Mary Barra still responds to ‘every single letter' she gets by hand despite running $65 billion automaker General Motors***************She did not say "V" to "E"In our 'OpenAI Chairman Admits It's Painful Watching AI Replace His Coding, Less So Watching It Accelerate the Collapse of Global Democracy' headline of the week. OpenAI Chairman says it's 'hard, emotionally' to let AI write his code: 'I have a hard time not caring'*************** MM2In our 'Proposals include a reduction in the CEO pay ratio from 1800:1 to 1799:1, for my boss to stop calling me Carl when my name is Todd, having a job, and not to have to take out my nose ring I got in 1998' headline of the week. Starbucks union sent the company a proposed contract. Here's what baristas wantProtections for union baristas against discrimination, unjust firings and temporary or permanent store closures.Starting wage floor of $17 per hour, down from its prior proposal of $20 an hour but still above the company's current starting wage of $15.25 to $16 an hour in 43 states.Annual raises of 4%.A process for baristas, management and union representatives to resolve workforce grievances.A dress code endorsed by the union.Requirement for at least three workers on the floor at all times and enforceable staffing and safety protections.A mandate to offer open hours to existing employees before hiring new baristas.Resolution of hundreds of outstanding unfair labor practice charges.In our 'But Sam Altman is SORRY' headline of the week. Professors Say AI Is Destroying Their Students' Ability to ThinkIn our 'Don't be fooled, I'm actually a MAN' headline of the week. CoStar Group Appoints Nana Banerjee to Its Board of DirectorsI pulled every Trade Wire story with a director appointment - 69 in the last week, all press released, some private some public - and here's the count: 60 men added to boards, 9 women added, 1 woman leftIn our 'Building on Warren Buffet's innovative "Giving Pledge", billionaire creates the rival "Taking Pledge"' headline of the week. Peter Thiel is actively convincing billionaires to abandon The Giving Pledge — and it's workingIn our 'When asked for comment, ISS asked if Nelson Peltz was involved.' headline of the week. The Coca-Cola Company Announces Maria Elena Lagomasino Will Conclude Her Service on the Board of Directors

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Intro and Bitcoin's surge04:41 - Travis Kalanick's ventures09:07 - Founder-led innovation13:36 - AI in construction16:01 - Business refounding necessity19:02 - AI's impact on jobs22:01 - Market signaling and AI28:38 - Unalterable data repositories33:33 - Bitcoin in digital finance41:14 - Crypto and traditional finance convergence50:34 - Building financial companies with Bitcoin and AI54:32 - Political implications on stablecoins1:02:24 - AI tool vulnerabilities1:06:14 - Data privacy and AIIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/timmyhmshen/status/2033373162256118219?s=46https://www.theblock.co/post/393173/wells-fargo-files-wfusd-trademark-covering-crypto-trading-payments-and-tokenization-services?utm_source=twitter&utm_medium=socialhttps://www.mastercard.com/us/en/news-and-trends/stories/2026/mastercard-crypto-partner-program.html?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/393721/abra-to-go-public-via-spac-merger-at-750-million-valuation?utm_source=twitter&utm_medium=socialhttps://www.theblock.co/post/392812/stablecoin-fintech-kast-raises-80-million-in-series-a-to-fund-global-expansion?utm_source=telegram1&utm_medium=socialhttps://www.theblock.co/post/392812/stablecoin-fintech-kast-raises-80-million-in-series-a-to-fund-global-expansion?utm_source=telegram1&utm_medium=socialhttps://x.com/pete_rizzo_/status/2033185448026394872?s=46https://www.wsj.com/finance/stocks/nasdaq-partners-with-kraken-in-tokenization-push-135e8112https://x.com/MTanguma/status/2033187728976699843?s=20https://techcrunch.com/2026/03/13/travis-kalanick-launches-a-new-company-called-atoms-focused-on-robotics/https://x.com/cryptopunk7213/status/2031914914768449817?s=46https://techstartups.com/2026/03/13/meta-plans-massive-layoffs-of-up-to-20-of-the-workforce-to-offset-soaring-ai-costs/https://x.com/markgadala/status/2033230495283351624?s=46https://x.com/trungtphan/status/2032224185335103686?s=46https://x.com/TrungTPhan/status/2032224185335103686?s=20https://x.com/etherealize_io/status/2031444979969647085?s=46Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

February 3, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Unbound opens preventative health club in London blending diagnostics with coffee shop, listening bar, and community events — positioning longevity as shared practice, not tracked metrics Nike relaunches ACG as standalone outdoor-performance brand with trail footwear, elite athletes, and first retail location in Beijing as trail running explodes Peloton cuts 11% of workforce concentrated in engineering and enterprise teams following slow AI-powered hardware sales and $100M cost-cutting plan Sekra, backed by Uber founder Travis Kalanick, raises $12.5M to build tech-enabled rental housing with wellness features targeting trillion-dollar wellness real estate market More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co

This Week In Startups is made possible by:Northwest Registered Agent - www.northwestregisteredagent.com/twistCaldera Lab - http://calderalab.com/TWISTPipedrive - http://pipedrive.com/twistToday's show: TWiST is coming to you all from TOKYO as we launch Japan's first-ever Founder University! That's right, a full week of key insights from Japan's top founders, investors, and tech visionaries… when we can pull ourselves away from our favorite izakaya spots, that is.First up, Jason welcomes HyreSearch.com co-founder Sho Takei, a veteran of Uber and CloudKitchens who now helps startups recruit top talent from around the world.Together they discuss the massive changes AI is bringing to every facet of the hiring process, Sho's experiences working for infamously “super-pumped” Travis Kalanick, his tips for for establishing a corporate culture when hiring your first few employees, why being a co-founder is just a bit like getting married, and LOTS MORE.Timestamps:(00:00) We're in TOKYO JAPAN for Founder University with Hyre co-founder (and Uber vet) Sho Takei.(03:13) The challenges of early Uber recruiting in Asia(05:22) Are Japanese workers motivated by stock-based compensation? Or is cash still king?(08:24) Why tax rates give Singapore and Dubai a competitive advantage.(09:17) Do in-person startups have an edge against entirely remote companies?(11:50) How Jason thinks Hyre could grab their ultimate domain name…(13:26) Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity —  Learn more at www.northwestregisteredagent.com/twist(15:32) Just because a startup tactic works in the US… doesn't mean it will work in Japan(17:39) Travis Kalanick and Uber's unique “super pumped” approach to recruiting(20:01) It's hard to fire someone in Japan! The high stakes for hiring mistakes.(23:35) Sho's tips for establishing a culture and hiring your first few employees (“hiring is guessing, and firing is knowing”)(25:33) Why being a co-founder is kind of like getting married(27:46) Caldera Lab: Whether you're starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to  http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.(28:59) How AI is revolutionizing the hiring process, and why you still need a human in the loop(34:02) How do you win over amazing talent that's already happy at another company(39:47) Pipedrive: Bring your entire sales process into one elegant space. Get started with a 30 day free trial at http://pipedrive.com/twist(43:19) How Hyre operates as an agency and also an in-house recruiter(44:57) The surprising importance of “candidate experience” when hiring in Japan*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(13:26) Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity —  Learn more at www.northwestregisteredagent.com/twist(27:46) Caldera Lab: Whether you're starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.(39:47) Pipedrive: Bring your entire sales process into one elegant space. Get started with a 30 day free trial at http://pipedrive.com/twist

Jason Calacanis is the host of the All-In Podcast, This Week in Startups, co-founder of the Launch Accelerator, and the “3rd or 4th investor in uber”.We go inside the origins of All-In, how they decide what to talk about each week, and if Jason thinks it helped swing the election.We also talk lesson from starting 7 media companies over the past three decades, what he's learned from studying the world's best interviewers, joining Sequoia's first scout program, his investing strategy at Launch, the story of being the “3rd or 4th investor in Uber", what people underestimate about Elon, and what it was like inside the Twitter buyout in 2022.Thank you to Austin Petersmith for helping brainstorming topics for the conversation.Thanks to Numeral for supporting this episode. It's the end-to-end platform for sales tax and compliance. Try it here: ⁠https://www.numeral.com⁠Timestamps:(3:34) Interviewing lessons from Oprah, Charlie Rose(6:48) How to ask good questions(12:20) Jason's favorite upcoming podcasters(17:57) Starting 7 media companies(22:50) How he'd start a new media company today(27:56) In-person experiences, “Bang Bang” in Japan(32:44) Vinyl bars, smartphones, mental health(38:41) Origin of the All-In Podcast(42:58) All-In's influence on the 2024 Election(46:58) Why All-In got so political(52:35) Media lessons from Trump(55:01) Joining Sequoia's very first scout program(57:55) Jason's VC investing strategy(1:03:55) How Launch competes with other accelerators(1:08:46) Fundraising is a numbers game(1:13:06) Investing in Uber and Robinhood Seed rounds(1:18:31) Origin of “3rd or 4th investor in Uber” meme(1:20:57) How Jason got the first Model S(1:26:19) What people underestimate about Elon(1:27:37) Inside the Twitter takeover(1:31:44) Career advice for young people(1:35:22) Jason's experience taking GLP-1's(1:40:05) How All-in picks topics each weekReferencedHowie: ⁠https://howie.com/⁠All-In Podcast: ⁠https://allin.com/⁠Bret Easton Ellis (Podcast): ⁠https://www.breteastonellis.com/podcast⁠Red Scare (Podcast): ⁠https://en.wikipedia.org/wiki/Red_Scare_(podcast)⁠Preet Berrara (Podcast): ⁠https://cafe.com/stay-tuned-podcast/⁠Adam Friedland Show: ⁠https://www.youtube.com/c/TheAdamFriedlandShow⁠The Insider (Movie): ⁠https://www.imdb.com/title/tt0140352/⁠Launch: ⁠https://www.launch.co/⁠Ro: ⁠https://ro.co/⁠Follow JasonTwitter: ⁠https://twitter.com/Jason⁠LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis/⁠Follow TurnerTwitter: ⁠https://twitter.com/TurnerNovak⁠LinkedIn: ⁠https://www.linkedin.com/in/turnernovak⁠Subscribe to my newsletter to get every episode + the transcript in your inbox every week: ⁠https://www.thespl.it

En este episodio de Insights Podcast, conversamos sobre la historia y la evolución de Uber, desde sus inicios caóticos y el legado controversial de Travis Kalanick (inspirado en la serie Super Pumped) hasta su transformación actual en una de las compañías más influyentes del mundo. Analizamos cómo pasó de quemar caja a generar miles de millones en flujo libre, qué hay detrás de su estrategia para competir en la carrera de los vehículos autónomos junto a Google (Waymo) y Tesla, y por qué esta tecnología será decisiva para el futuro de la empresa y para los inversionistas. Con anécdotas increíbles, datos recientes y un enfoque claro en lo que viene para Uber, este episodio es una mirada directa a la próxima gran disrupción del transporte.

Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history.In this conversation with Martin Casado, Aghi shares how he went from a garage in Milan to building one of the world's leading API infrastructure companies, surviving years of rejection, living in the U.S. on $1,000 a month, and raising his first $50K while sleeping on Travis Kalanick's couch. They talk about the near-death moments that defined Kong's journey, the seven-year grind before breakout success, and how APIs became the “assembly line of software.” Aghi also explains how Kong evolved into the backbone of modern API and AI connectivity, and why the coming wave of AI agents will make APIs more essential than ever. Resources:Follow Aghi on X: x.com/sonicaghiFollow Kong on X: https://x.com/kongFollow Martin on X: x.com/martin_casado Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease 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. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast 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.

Jason Droege is the CEO of Scale AI, a company that provides foundational training data to every major AI lab. He previously co-founded Scour with Travis Kalanick and built Uber Eats from idea to $20 billion in revenue. In this conversation, Jason shares lessons from getting sued for $250 billion, discovering restaurant economics by weighing sandwich ingredients, and over 25 years of launching transformative technology businesses.What you'll learn:What actually happened with Meta's $14 billion investment in Scale AIWhy AI models still need human experts to improve, and how that relationship is evolvingHow AI models learn from experts building websites and debugging codeThe business lessons from building Uber Eats from zero to $20 billionWhy most enterprise data is useless for AI models todayWhy urgent daily problems beat super-valuable occasional problems when building productsHow to think independently when building new products and businesses—Brought to you by:Merge—The fastest way to ship 220+ integrations: http://merge.dev/lennyFigma Make—A prompt-to-code tool for making ideas real: https://www.figma.com/lenny/Mercury—The art of simplified finances: https://mercury.com/—Transcript: https://www.lennysnewsletter.com/p/first-interview-with-scale-ais-ceo-jason-droege—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/174979621/my-biggest-takeaways-from-this-conversation—Where to find Jason Droege:• X: https://x.com/jdroege• LinkedIn: https://www.linkedin.com/in/jasondroege/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Jason Droege(06:01) Jason's early career and lessons learned(10:27) The current state of Scale AI(12:37) The shift to expert data labeling(17:02) Challenges and strategies in finding experts(18:48) Reinforcement learning and AI environments(28:18) The future of AI and human involvement(31:21) The role of evals(35:25) What AI models will look like in the next few years(41:43) Building Uber Eats and understanding customer needs(48:19) The importance of independent thinking(50:45) Setting high standards for new businesses(53:03) Exploring and selecting business ideas(57:07) The McDonald's story(01:00:13) The role of gross margins in business feasibility(01:04:49) Why Jason says, “Not losing is a precursor to winning”(01:09:12) Hiring and building teams(01:12:11) AI corner(01:14:47) Lightning round and final thoughts—Referenced:• Travis Kalanick on X: https://x.com/travisk• Scour: https://en.wikipedia.org/wiki/Scour_Inc.• Scale: https://scale.com/• Alexandr Wang on X: https://x.com/alexandr_wang• Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody (CEO of Mercor): https://www.lennysnewsletter.com/p/experts-writing-ai-evals-brendan-foody• Brendan Foody's post on X about knowledge work changing: https://x.com/BrendanFoody/status/1970163503702188048• MIT Finds 95% of GenAI Pilots Fail Because Companies Avoid Friction: https://www.forbes.com/sites/jasonsnyder/2025/08/26/mit-finds-95-of-genai-pilots-fail-because-companies-avoid-friction/• Uber Eats: https://www.ubereats.com/• Stephen Chau on X: https://x.com/thestephenchau• a16z Podcast: https://a16z.com/podcasts/a16z-podcast/• F1: The Movie: https://www.imdb.com/title/tt16311594/• V03: https://v03ai.com/• Careers at Scale: https://scale.com/careers—Recommended books:• The Selfish Gene: https://www.amazon.com/Selfish-Gene-Anniversary-Introduction/dp/0199291152• The Road Less Traveled: A New Psychology of Love, Traditional Values, and Spiritual Growth: https://www.amazon.com/Road-Less-Traveled-Timeless-Traditional/dp/0743243153/• Good to Great: Why Some Companies Make the Leap . . . And Others Don't: https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996• Thinking, Fast and Slow: https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Folge 2/4: Uber expandiert in beispiellosem Tempo. Der Umsatz steigt rasant. Und während Travis Kalanick in China Milliarden verbrennt, um den mächtigen Rivalen Didi Chuxing zu besiegen, gerät Uber unter Druck. Doch das ist nicht das einzige Problem. Während das Unternehmen mitten im Protest gegen Trumps „Muslim Ban“ die Preise senkt, kippt die öffentliche Stimmung. Der Hashtag: #DeleteUber geht viral. Doch das eigentliche Drama beginnt ganz leise, in einer kleinen Wohnung in San Francisco.Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

Folge 3/4: Ein Blogpost erschüttert Uber in seinen Grundfesten. Travis Kalanick tritt von seinem Posten als CEO zurück und Dara Khosrowshahi übernimmt. Er soll aufräumen, doch der Wandel ist schwieriger als gedacht. Der Traum vom autonomen Fahren scheitert und der Börsengang läuft schlechter als geplant. Und dann kommt Corona. Die Straßen sind leer und Uber steht still. Plötzlich geht es nicht mehr um Wachstum oder Visionen, sondern ums nackte Überleben.Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

Shop Talk looks at a recent study that highlights jobs that will and most likely not be affected by the proliferation of AI in the workplace. Caught My Eye covers a tote bag trend in the UK and fans throw a green "dong" on the court at a Sky Valkyries game. Our Business Birthday celebrates UBER co-founder Travis Kalanick. Listen, laugh, and learn on this week's The Focus Group. We're all business. Except when we're not. Apple Podcasts: apple.co/1WwDBrC Spotify: spoti.fi/2pC19B1 iHeart Radio: bit.ly/4aza5LW Tunein: bit.ly/1SE3NMb YouTube Music: bit.ly/43T8Y81 Pandora: pdora.co/2pEfctj YouTube: bit.ly/1spAF5a

Kicking things off, Jack Dorsey—a man with too much time on his hands—has vibe-coded his beard into an insecure messaging app that the company admits you shouldn't trust... yet. Meanwhile, if you want a piece of a legendary disaster, the Fyre Festival brand sold for a mere $245k after some shady bidding that might be a "shitty agentic AI" at work.In the world of our future robot overlords, Nvidia's CEO calmly admitted "some harm will be done," while billionaires like Travis Kalanick are busy discovering "vibe physics" with Elon Musk's Grok—an AI that literally checks what its dad thinks before answering. But the real insanity? The internet is demanding an apology from Elmo's hacked account, proving we're mad at the puppet, not the puppeteer. On the more tangible front, Tesla is making desperate moves in Canada and India as sales collapse, while we learn that hackers have been able to stop US trains for over a decade remotely, but no one has bothered to fix the issue. Oh, and laid-off Candy Crush staff? They were forced to train their AI replacements on the way out the door. The future is bright.Over in Media Candy, we're grudgingly impressed by Andor's 14 Emmy nods and the genius faux '90s action movie trailer for Karl Urban's Johnny Cage in Mortal Kombat II. We also got trailers for Stranger Things 5 and Tron: Ares, where Jared Leto thankfully only speaks two words.Finally, Dave takes us to the Dark Side for a nostalgia trip through the history of the Apple II and the Kaypro 2000 laptop, sparking a debate on why we all coveted a computer that, in retrospect, wasn't that great. This is contrasted with the modern reality of an IPTV pirate getting three years in prison and Metallica issuing a copyright strike against the Pentagon. To wrap it all up, a TEDx talk poses the ultimate question: Has tech delivered on its promises? We're still thinking about that one.Sponsors:DeleteMe - Head over to JoinDeleteMe.com/GOG and use the code "GOG" for 20% off.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/705FOLLOW UPJack Dorsey's New App Just Hit a Very Embarrassing SnagFyre Festival's Brand Rights Get a Fire Sale on eBayGet Paid Podcast -Why AI Won't Kill Salesforce | Aaron Levie (Box)IN THE NEWSWindsurf's CEO goes to Google; OpenAI's acquisition falls apartThe CEO of Nvidia Admits What Everybody Is Afraid of About AIBillionaires Convince Themselves AI Chatbots Are Close to Making New Scientific DiscoveriesNewest Version of Grok Looks Up What Elon Musk Thinks Before Giving an AnswerElon Musk Wants to Turn AI Into a Cosmic ReligionThe TESCREAL bundle: Eugenics and the promise of utopia through artificial general intelligenceStudy warns of ‘significant risks' in using AI therapy chatbotsThey're Losing the Ability to Understand What They've CreatedLaid-Off Staff At Candy Crush Maker Say They've Been Training Their AI ReplacementsMemecoin Platform Pump.fun Raises $600 Million Within 12 MinutesHacked Elmo X account posts antisemitic remarksElmo Breaks Silence on His Antisemitic Social Media PostsTesla Makes a Desperate Move in Canada as Sales CollapseAs Sales Drop, Tesla Makes a Big Gamble on IndiaHackers Can Remotely Trigger the Brakes on American Trains and the Problem Has Been Ignored for YearsDOGE Denizen Marko Elez Leaked API Key for xAIA Company Tried to Put Real Estate on the Blockchain and Now It's Facing a Legal DisasterMark Zuckerberg says Meta is building a 5GW AI data centerA Cloudflare issue is breaking websites for some usersMEDIA CANDY‘Andor' Gets 14 Emmy Nominations in a Genre-Heavy Year‘Slow Horses' Renewed for Season 7 at Apple TV+Mortal Kombat II | Official Red Band TrailerSee Johnny Cage in Uncaged FuryWatch Karl Urban's Johnny Cage Be a B-List Movie Star in This Faux Movie TrailerStranger Things 5 | Official Teaser | NetflixTron: Ares | Official TrailerMurderbotFountain of YouthStar Trek: Strange New WorldsDexter: ResurrectionThe InstitutePlutoTV7 Weird Sci-Fi Network TV Shows That Aired Just as Streaming Was Taking OverHelix IPTV Owner Sentenced to 3 Years Prison For Piracy & Money LaunderingMetallica Issues Copyright Strike Against US Govt for Military Drone VideoAPPS & DOODADSJack Dorsey's new app tracks your sun exposureTaking a Photo in Dubai Could Land You with a $136k Fine or JailPointer PointerMeta Cracks Down on Facebook Users Who Steal and Repost Others' PhotosHey Beautiful: Anatomy of a Romance ScamTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingIrish Video Game OrchestraYouTuber faces jail time for showing off Android-based gaming handheldsAre We Trek Yet?Tech Promised Everything. Did it deliver?Apple II HistoryKaypro 2000 laptopSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) SCOTUS backs Trump over federal government RIF plans Follow the Keith: https://x.com/rabois Follow the Travis: https://x.com/travisk Get The Besties All-In Tequila: https://tequila.allin.com Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ 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/@theallinpod 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 Referenced in the show: https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html https://www.youtube.com/watch?v=ZW5fJikPmfM https://grok.com https://www.youtube.com/watch?v=_wTA90BYo30 https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data https://x.com/ArtificialAnlys/status/1943166841150644622 https://x.com/elonmusk/status/1943192643439337753 http://www.incompleteideas.net/IncIdeas/BitterLesson.html https://x.com/chamath/status/1943177837956968499 https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser https://x.com/perplexity_ai/status/1942969263305671143 https://x.com/elonmusk/status/1941584569523732930 https://polymarket.com/event/will-elon-register-the-america-party-by https://ropercenter.cornell.edu/presidential-approval/highslows https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works https://cei.org/publication/10kc-2025-numbers-of-rules https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news

Welcome to Show Me The Money Club live show with Sergio and Chris Tuesdays 6pm est/3pm pst.

Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Elon Musk vows to defeat politicians who back Trump's megabill 'if it is the last thing I do' and Elon Musk says he'll form the 'America Party' if Trump's 'insane' spending bill passes“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate. It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one. Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa. No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!”Elon Musk's loyal and trusted Tesla ‘fixer' takes the fall for dismal EV salesOmead Afshar, head of North America and Europe, was fired for failing to turn around the brand's flagging demandFedEx founder Fred Smith has died at 80Leading Independent Proxy Advisory Firm ISS Supports Compelling Case for Change to Brookdale Senior Living Board of Directors and Recommends “Withhold” votes on long tenured Brookdale directors Lee Wielansky, Chair of the Investment Committee, and Victoria Freed, Chair of the Nominating and Governance Committee:“Given the tenure and positions of Wielansky and Freed, they are arguably the most culpable among incumbent directors for the current state of affairs.”2014 vote: Wielansky (99.6% YES) and Freed (98.8% YES)Leading Independent Proxy Advisory ISS Supports Compelling Case for Change to AstroNova Board of DirectorsISS finds “change at the Board level is warranted to improve independence and oversight”: 97% YES for entire board last yearBoard Effectiveness: A Survey of the C-Suitebased on a PwC and The Conference Board report:93% of executives say they want someone on their board replaced (highest ever)only 50% of executives have confidence in their boards ability to remove underperforming directorsWhat are the challenges in replacing directors?:Executives: 48% said individual director assessments are not performedDirectors: 34% personal relationships between board membersTop 3 areas of expertise they want added to their boards: 1) international, AI and Gen AI, Environmental/SustainabilityExecutives want more board time spent on: ESG, talent management, AI and GenAITexas Enacts New Law to Regulate Proxy Advisory FirmsSB 2337 aims to limit proxy advice based on "nonfinancial" factors such as ESG and DEI and requires proxy advisors to provide a "specific financial analysis" for any recommendation in opposition to management's position.Hormel Foods Announces Elevation of John Ghingo to President; Jeffrey M. Ettinger to Serve as Interim Chief Executive Officerwill return to the company for a defined period of 15 months as interim chief executive officer(1) base salary of $1,200,000 per year; (2) annual target award equal to $2,000,000 (prorated for partial fiscal years); (3) a one-time equity grant of $7,200,000, approximately 75% of which shall consist of a stock option award and 25% of which shall consist of time-based restricted stock units; (4) standard executive benefit and health and welfare plan participation; and (5) four weeks of paid vacation for the remainder of 2025, and six weeks of paid vacation for the period of January 1, 2026 through October 26, 2026.Netflix Rejects Jay Hoag's Resignation, Adds New Board Member“Mr. Hoag's continued service as a member of the Board is in the best interests of the Company and its stockholders,” the filing states.79% said NOStarbucks Elects Dambisa Moyo and Marissa Mayer to its Board of DirectorsMoyo is on the boards of Chevron Corporation and Condé Nast and previously served on the boards of SABMiller, Barclays Bank, 3M, and Seagate Technologies. Mayer previously served as CEO and a director on the board of Yahoo!. Mayer currently serves on the boards of Walmart, AT&T, and Hilton Hotels & Resorts. She has also served on the board of Nextdoor.SEC bans CEOs from becoming chairmen without 3-year breakThe Securities and Exchange Commission has issued a new directive prohibiting Chief Executive Officers and Executive Directors from immediately assuming the position of Board Chairman within the same company or group after leaving office. A mandatory three-year “cool off period” has been introduced before such transitions can take place.NigeriaZuckerberg's Employees Have a Wild New Nickname for HimFaced with the return of Donald Trump to the Oval Office, Zuckerberg conveniently molted out of his pseudo-progressive skin and into a darling of the manosphere. He's since appeared on shows like Joe Rogan to complain that US business culture needs to "regrow its manhood," because American capitalism is "culturally neutered.""MAGA Mark"Mark Zuckerberg announces creation of Meta Superintelligence Labs Zohran Mamdani's victory in NYC mayoral primary leaves Wall Street ‘alarmed' and ‘depressed'Bill Ackman pledges to bankroll any NYC mayoral candidate capable of defeating Zohran MamdaniAI is doing up to 50% of the work at Salesforce, CEO Marc Benioff saysUber in Talks With Its Founder, Travis Kalanick, to Fund Self-Driving Car DealUber is in talks with former CEO Travis Kalanick to help fund his prospective bid for the U.S. subsidiary of Chinese self-driving car company Pony.aiTyson workers authorize strike at Texas plant over CEO pay, labor practicesAl Brito, the president of Local 577, said the strike is in part a response to the Tyson CEO's pay: “We are bargaining with one of the most repulsively greedy and amoral corporations in the entire country. Last year, Tyson's CEO made 525 times that of the median worker.”Ford recalls over 130,000 Lincoln Aviators due to risk of parts detaching while driving

Today's show:EVs are igniting a global tariff war, and Xiaomi's shockingly cheap, high-quality electric cars threaten to obliterate Western automakers, sparking fears of a manufacturing wipeout. In today's brand-new TWiST, Jason and Alex dive into the EV price war, Uber's rumored plan to team up with Travis Kalanick on a self-driving takeover, and DoorDash's mega-drones giving us a glimpse of the future of food delivery. Plus, Tesla's cautious safety driver rollout shows we're only in the early innings of the autonomous revolution, a consideration of Meta's talent shopping spree, AND a new edition of Reddit Rapid Response. Don't miss this deep dive into the future of cars, delivery, and AI.Timestamps:(02:24) Guess who's BACK at Uber? On the Travis Kalahnik-Pony AI deal.(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(17:24) All the huge opportunities for Kalshi, PolyMarket and prediction markets(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(25:37) TODAY'S POLYMARKET: How well will Apple's “F1” do at the box office?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(31:58)What actually IS AGI? And why does it matter for the Microsoft-OpenAI negotiation?(45:57) Inside Meta's massive Superintelligence shopping spree: maybe it's not so crazy to pay AI experts $100M?(01:05:15) Reddit Rapid Response: Can you be a great founder if you hate doing cold sales?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

The 5 things you need to know before the stock market opens today: key inflation data is out today, Elon Musk has fired Tesla's vice president of manufacturing and operations, a changing of the guard at Vogue, Uber may reunite with founder Travis Kalanick, and a small intimate wedding in Venice for the world's fourth-richest person. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

MRKT Matrix - Friday, June 27th S&P 500 turns negative, retreats from record after Trump ends Canada trade talks (CNBC) Core inflation rate rose to 2.7% in May, more than expected, Fed's preferred gauge shows (CNBC) US Consumer Spending Drops in May, Price Pressures Remain Muted (Bloomberg) US Consumer Sentiment Climbs as Inflation Expectations Improve (Bloomberg) Fed's Kashkari Sees Two Rate Cuts This Year Amid Tariff Unknowns (Bloomberg) China confirms details of U.S. trade deal (CNBC) Treasury Deal Kills ‘Revenge Tax' That Spooked Wall Street (Bloomberg) It's a New Era for Capital One. Amex and Chase Are in Its Sights. (WSJ) Microsoft's AI Chip Effort Falls Behind (The Information) Uber in Talks With Its Founder, Travis Kalanick, to Fund Self-Driving Car Deal (NYTimes) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Tesla ha ufficialmente lanciato il servizio di Robotaxi a Austin andando a competere direttamente con Waymo. E Uber ora è pronta a tornare in scena con Travis Kalanick. Nel frattempo, due sentenze uscite questa settimana sulla legalità di usare libri coperti da copyright per addestrare modelli di intelligenza artificiale stanno facendo discutere tutto il mondo tech. Nella Big Story una conversazione tra Riccardo Haupt e Floriano Masoero, CEO di Siemens Italia, avvenuta live durante la seconda edizione dei Siemens Talk a Milano, dedicata a esplorare i grandi temi globali con un focus sul ruolo dell'intelligenza artificiale industriale Dal 26 al 28 settembre a Torino Chora&Will Days, il primo festival di Chora e Will: scopri il programma e come partecipare su days.chorawill.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Dave Rubin of “The Rubin Report” talks to the “All-In Podcast's” Jason Calacanis about the origins of podcasting and how it evolved from blogging; his obsession with mastering every part of media production for independence; the early days of podcasting before mainstream adoption; the influence of figures like Howard Stern, Adam Curry, and Tom Green on new media; the emotional impact and asymmetrical intimacy of daily podcasting; how fame in podcasting differs from traditional celebrity; his extroverted nature and unique connection with fans; investing in startups like Uber and Robinhood with high risk but massive returns; his “mutant” ability to spot winners in angel investing early, like Uber's Travis Kalanick; how he looks for founder traits like intensity, awkwardness, and deep conviction; why his childhood poverty in Brooklyn fueled his drive for wealth and control; the emotional moment when he became financially secure; the dangers of post-exit depression for entrepreneurs; how true freedom comes from building without needing permission or investors; the importance of skills over vague dream-chasing; how Founder University helps teach practical startup essentials; how Silicon Valley figures like Elon Musk were initially dismissed in LA's entertainment circles; how the tech industry evolved from being admired to viewed with skepticism after the rise of Facebook and social media toxicity; how Elon nearly lost Tesla and SpaceX during the 2008 crisis; how Jason offered to personally loan Elon money and pre-ordered two Model S cars to support him; how that Model S became a historic prototype worth over $1 million; and much more.

In this episode, recorded at the 2025 Abundance Summit, Travis and Peter discuss what it takes to disrupt a whole industry, tips from founding Uber, and more.  Recorded on March 12th, 2025 Views are my own thoughts; not Financial, Medical, or Legal Advice. Travis Kalanick is an American entrepreneur best known as the co-founder and former CEO of Uber, the ride-hailing company that revolutionized urban transportation globally. After stepping down from Uber in 2017, he launched CloudKitchens, a startup focused on ghost kitchens and food delivery infrastructure. Learn more about Abundance360: https://bit.ly/ABUNDANCE360  Learn more about Exponential Mastery: https://bit.ly/exponentialmastery  Learn more about CloudKitchens: https://cloudkitchens.com/  ____________ I only endorse products and services I personally use. To see what they are,  please support this podcast by checking out our sponsors:  Get started with Fountain Life and become the CEO of your health: https://fountainlife.com/peter/ AI-powered precision diagnosis you NEED for a healthy gut: https://www.viome.com/peter  Get 15% off OneSkin with the code PETER at  https://www.oneskin.co/ #oneskinpod _____________ I send weekly emails with the latest insights and trends on today's and tomorrow's exponential technologies. Stay ahead of the curve, and sign up now:  Tech Blog _____________ Connect With Peter: Twitter Instagram Youtube Moonshots Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a free preview of a paid episode. To hear more, visit andrewsullivan.substack.comNick is an entrepreneur and journalist. He was the founder of Gawker Media, the publisher of Gizmodo, and the editor of Valleywag. He began his career as a journalist with the Financial Times — as a derivatives and tech correspondent — and later founded a Silicon Valley news aggregator called Moreover Technologies. He's now working on Maze.com, which hosts a network map of near-future timelines.For two clips of our convo — on the growing global dominance of China, and the Chinese outcompeting Elon Musk — pop over to our YouTube page.Other topics: raised in Hampstead in the lower-middle class; a Jewish mom who fled the Communists in Hungary; growing up on sci-fi; Asimov's Foundation; attending Oxford like his father; game theory; being a young reporter in London, Hungary, Romania, and Singapore; pioneering the internet in the ‘90s; Foundation parallels with Singapore; Lee Kuan Yew; Chinese pragmatism; Taiwan; EVs in China; Musk's companies; tech theft between the US and China; DOGE and Trump reigning in Musk; Peter Thiel; Andy Grove; Uber's Travis Kalanick; Kara Swisher; Oculus' Palmer Luckey; how Silicon Valley is PR obsessed; Zuckerberg; David Sacks and crypto; Andreessen; drones; Ukraine; Thatcher; housing crisis in the UK; Orbán; the German Greens; Russian expansionism; the Poles and nukes; Trump's tariffs; Tucker's interview with Putin; the growing US-Europe rift; Greenland; AI and DeepSeek; and Nick's predictions as a futurist.Browse the Dishcast archive for an episode you might enjoy (the first 102 are free in their entirety — subscribe to get everything else). Coming up: Douglas Murray on Israel and Gaza, Evan Wolfson on the history of marriage equality, Francis Collins on faith and science and Covid, Stephen Macedo and Frances Lee on Covid's fallout, and Paul Elie on his book The Last Supper: Art, Faith, Sex, and Controversy in the 1980s. Please send any guest recs, dissents, and other comments to dish@andrewsullivan.com.

YouTuber, writer, and coder Sophia Tung recaps the week's most important AV news, including Waymo's big Bay Area expansion, multiple Tesla controversies, Travis Kalanick's robotaxi regrets, Rivian's hands-free driving debut, and more. This week's episode is shorter than usual, but hopefully it serves as a good introduction to Sophia and her point of view on AI mobility. She'll be podcasting more with us in the future. As a reminder, the first Ride AI summit is taking place on April 2 at Neuehouse in Hollywood, California. We already have an amazing group of speakers lined up, including Amnon Shashua of Mobileye, Gill Pratt of TRI, and other top decision makers from Waymo, Zoox, Wayve, Apollo Go, Nuro, and more. There's a ton of excitement around the fact that this will be the first event of its kind that people will be able to take a fully driverless Waymo robotaxi to, making it the perfect opportunity to inaugurate the second chapter of this technological space. The on-stage conversations will be focused on this shift, from experiments and ideas to delivering real-world realities, and how to reboot conversations with stakeholders in the public sector, capital markets, media, and beyond.Tickets are currently on sale ⁠here⁠: https://ti.to/rideai/ride-ai-2025

We sat down with Davis Bae, the Managing Partner of the Seattle Office of Fisher & Phillips to talk about the immigration issue and how operators need to prepare for the foreseeable future. Is this a passing fad or the new normal? We'll discuss. And we take a few minutes to discuss a future business model that includes cloud kitchens and what Travis Kalanick of Uber fame is up to in that area. We'll talk about those issues and wrap it up with the legislative scorecard.

(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: https://x.com/travisk 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/@theallinpod 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 Referenced in the show: https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html https://x.com/shrihacker/status/1884414667503853749 https://x.com/balajis/status/1884975064283812270 https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024 earnings-call-transcri https://x.com/mrexits/status/1885017400308806121 https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5 https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3 https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt https://x.com/rauchg/status/1875627666113740892 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://x.com/satyanadella/status/1883753899255046301 https://en.m.wikipedia.org/wiki/Jevons_paradox https://x.com/pitdesi/status/1883192498274873513 https://x.com/rihardjarc/status/1884263865703358726 https://x.com/austen/status/1884444298130674000 https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html https://x.com/america/status/1884372526144598056 https://x.com/DOGE/status/1884396041786524032 https://fred.stlouisfed.org/series/FYFSD https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency https://x.com/Jason/status/1884671945800573018 https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633 https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html https://x.com/chamath/status/1885068981905875241

Shervin Pishevar is a serial entrepreneur and investor. Shervin is famed for leading Uber's Series B at Menlo alongside leading Warby Parker's Series A and investing in Tumblr, all in just 18 months at Menlo. Following Menlo, Shervin co-founded Sherpa Capital and today Shervin is averaging over 73x on his investments. As an angel investor, Shervin made over 100 investments in the likes of Dollar Shave Club, Postmates, Facebook and more.  In Today's Episode with Shervin Pishevar: 08:09 Meeting Travis Kalanick: The Start of a Game-Changing Partnership 11:08 The Uber Series B: Securing a Billion-Dollar Deal 12:49 The Rise of Uber: Global Expansion and Strategic Moves 19:01 The Lyft Rivalry: Missed Opportunities and Lessons Learned 20:57 Recruiting Emil Michael: Building a Strong Leadership Team 24:29 Uber China: The Challenges and Triumphs 27:19 The $15 Billion Raise: Fueling Uber's Global Dominance 30:57 The Beginning of the End: Betrayal by Benchmark 35:33 Sam Altman's Coup and Lessons from the Past 36:22 The Uber War: Legal Battles and Boardroom Drama 37:36 Fusion GPS and Fabricated Reports 39:43 The Me Too Movement and Its Impact 40:51 The SoftBank Investment and Leadership Changes 41:29 The Downfall of Uber's Visionaries 51:09 The Future of Venture Capital 57:01 Quantum Computing and AI: The Next Frontier      

In this week's episode of Market Mondays, we dive into a variety of topics shaping the world of investing. First, we explore Meta's ambitious $10 billion investment in undersea fiber optic cables, discussing how this could revolutionize global connectivity and uncover exciting investment opportunities. Troy delivers a detailed presentation on stock options, offering actionable insights to elevate your portfolio strategy. On the crypto front, we break down XRP's leap to the #3 spot in crypto market cap, fueled by BlackRock and JP Morgan launching XRP ETFs, and analyze its future in the crypto ecosystem. We also discuss the possibility of Microsoft adding Bitcoin to its asset portfolio after insights from Michael Saylor, and what this could mean for both the tech giant and the broader crypto market. Could XRP dethrone Bitcoin as the top cryptocurrency? We evaluate what it would take for XRP to challenge Bitcoin's dominance.Switching gears, we examine Trump's tariffs and their potential impact on various industries and the market over the next four years. We also highlight high-growth, high-debt companies like MicroStrategy and quantum computing firms, analyzing their growth drivers and whether this momentum is sustainable. For crypto enthusiasts, we share our predictions on the next big market run, questioning whether it will happen by early 2024 or stretch into late 2025. We also discuss our top stock picks beyond giants like Apple and Microsoft, explaining why these under-the-radar investments could be game-changers. Finally, we examine the implications of industry leaders like Bill Ackman, Marc Andreessen, and Travis Kalanick joining the Department of Government Efficiency, and how their expertise could reshape government operations and unlock new investment opportunities. Tune in for a comprehensive discussion packed with insights to help you make informed investment decisions! #MarketMondays #Investing #Crypto #StockMarket #Meta #XRP #Bitcoin #Microsoft #Tariffs #HighGrowthStocks #BillAckman #MarcAndreessen #StockOptions #FinanceTipsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This episode is a two-for-one, and that's because the podcast recently hit its 10-year anniversary and passed one billion downloads. To celebrate, I've curated some of the best of the best—some of my favorites—from more than 700 episodes over the last decade. I could not be more excited.The episode features segments from episode #79 "Chris Sacca on Being Different and Making Billions" and #729 "Legendary Actor Scott Glenn — How to Be Super Fit at 85, Lessons from Marlon Brando, How to Pursue Your Purpose, The Art of Serendipity, Stories of Gunslingers, and More."Please enjoy!Sponsors:Momentous high-quality supplements: https://livemomentous.com/tim (code TIM for 20% off)Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: https://shopify.com/tim (one-dollar-per-month trial period)AG1 all-in-one nutritional supplement: https://drinkag1.com/tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Timestamps:[00:00] Start [05:19] Notes about this supercombo format.[06:23] Enter Chris Sacca.[06:53] Traits of founders for whom success, at massive scale, seems predestined.[08:00] Travis Kalanick and Nintendo Wii Tennis.[09:55] Resources for cultivating investing chops, emotional intelligence, and general empathy.[18:37] Chris' evolving concept of success.[22:31] What Chris and his brother Brian's parents did right.[26:47] What Chris looks for when hiring.[29:23] The prophetic notebook.[31:29] Advice to aimless college graduates.[34:06] Two differentiators that shifted the nature of Chris' business[38:16] Enter Scott Glenn.[38:44] Idaho vs. Los Angeles.[44:59] Apocalypse Now, self-confidence soon after.[49:00] Burt Lancaster's movie star lessons.[54:41] The birth and death of Wes Hightower.[1:03:56] Catching the attention of James Bridges.[1:06:12] Scarlet fever.[1:07:57] From Marine to police reporter.[1:12:42] Berghof Studios and parental advice.[1:21:12] Converting to Judaism.[1:24:04] Lao Tzu: the ultimate mystic?[1:28:44] Letting go with Killer Joe.[1:33:20] "Crazy Whitefella Thinking."[1:38:53] Getting out of the way and Erwan Le Corre.[1:42:19] Lessons from the "morally phenomenal" Marlon Brando.[1:46:54] How Scott's childhood bout with scarlet fever informed his life's course.[1:49:33] Daily routines and exercises of an in-shape 85-year-old.[2:05:46] Securing a serendipitous skill set.[2:12:41] Thailand talk.[2:16:46] Increasing surface luck.[2:17:32] How Scott met and fell in love with his wife.[2:23:32] "Just dance."[2:24:14] Mistakenly calling Rudolf Nureyev Russian.[2:26:24] Poetry.[2:30:31] What Laurence Olivier knew about the value of tenacity.[2:32:09] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Brian Tolkin is the Head of Product at Opendoor. Previously, he was one of the early employees at Uber, where he was instrumental in launching and growing UberPool, UberHop, and UberExpress and started one of the first product operations teams in tech. In our conversation, we dive into:• How to enable product and ops to work well together• How to run great product reviews• How to make good decisions with limited data• How he uses the jobs-to-be-done framework at Opendoor• How to stay calm under pressure as a leader• Wild stories from his time at Uber• Challenges faced at Opendoor during the pandemic• Much more—Brought to you by:• Pendo—The only all-in-one product experience platform for any type of application• Explo—Embed customer-facing analytics in your product• Attio—The powerful, flexible CRM for fast-growing startups—Find the transcript and references at: https://www.lennysnewsletter.com/p/scaling-uber-and-opendoor-brian-tolkin—Where to find Brian Tolkin:• X: https://x.com/briantolkin• LinkedIn: https://www.linkedin.com/in/briantolkin/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Brian's background(02:14) Career beginnings at Uber(02:49) Transitioning from product operations to product management(06:47) Product and operations synergy(10:00) Surge pricing at Uber(12:18) Scaling challenges, and stories(15:47) Opendoor and Covid adaptations(25:38) Product reviews and Jobs to Be Done(40:30) The challenges of A/B testing(42:23) Increasing conviction in solutions(44:33) Leveraging intuition in product decisions(47:07) Partnering with Zillow(52:55) Staying calm under pressure(56:25) Finding the “kernel of truth” in product management(01:00:21) Failure corner: Early days of Uber Pool(01:06:11) Lightning round and final thoughts—Referenced:• Twitter's former Head of Product opens up: being fired, meeting Elon, changing stagnant culture, building consumer product, more | Kayvon Beykpour: https://www.lennysnewsletter.com/p/twitters-former-head-of-product-kayvon-beykpour• Opendoor: https://sell.opendoor.com/• How to sell your ideas and rise within your company | Casey Winters, Eventbrite: https://www.lennysnewsletter.com/p/how-to-sell-your-ideas-and-rise-within• Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Canva, Reddit, Grubhub): https://www.lennysnewsletter.com/p/thinking-beyond-frameworks-casey• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• FlashTags: A Simple Hack for Conveying Context Without Confusion: https://www.onstartups.com/flashtags-a-simple-hack-for-conveying-context-without-confusion• Jobs to Be Done Theory: https://www.christenseninstitute.org/theory/jobs-to-be-done• The ultimate guide to JTBD | Bob Moesta (co-creator of the framework): https://www.lennyspodcast.com/the-ultimate-guide-to-jtbd-bob-moesta-co-creator-of-the-framework/• Zillow: https://www.zillow.com/• Zillow, Opendoor announce multi-year partnership: https://investor.opendoor.com/news-releases/news-release-details/zillow-opendoor-announce-multi-year-partnership• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• Stripe Atlas: https://stripe.com/atlas• Founders podcast: https://www.founderspodcast.com/• Uber will deliver ice cream to you today: https://www.dispatch.com/story/lifestyle/food/2016/07/13/uber-will-deliver-ice-cream/24201840007/• UberKittens: https://www.uber.com/newsroom/uberkittens/• UberPuppies: https://www.uber.com/blog/uberpuppies-want-to-play/• Shoe Dog: A Memoir by the Creator of Nike: https://www.amazon.com/Shoe-Dog-Memoir-Creator-NIKE/dp/1471146723• The Black Swan: The Impact of the Highly Improbable: https://www.amazon.com/Black-Swan-Impact-Improbable-Incerto/dp/1400063515• The Design of Everyday Things: https://www.amazon.com/dp/0465050654• Shantaram: https://www.amazon.com/Shantaram-SHANTARAM-Paperback-GregoryDavidRoberts/dp/B00QPVJESC• Full Swing on Netflix: https://www.netflix.com/title/81483353• Formula 1: Drive to Survive on Netflix: https://www.netflix.com/title/80204890• Break Point on Netflix: https://www.netflix.com/title/81569920• Air on Prime Video: https://www.amazon.com/AIR-Matt-Damon/dp/B0B8Q3JMCG• Fi smart dog collar: https://tryfi.com/• Particle: https://particlenews.ai/• Sara Beykpour on LinkedIn: https://www.linkedin.com/in/sarabeykpour/• A new-parent gift guide for product managers: https://www.lennysnewsletter.com/p/a-new-parent-gift-guide-for-product• Jeff Holden on LinkedIn: https://www.linkedin.com/in/jeffholden/• Travis Kalanick on X: https://x.com/travisk—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe