StarZero All shows Try the podcast clipper →

physical AI

6 statements across 4 episodes · 6 bullish · 0 bearish · 4 people on the record · first statement Jun 21, 2025 by Chamath Palihapitiya · across every show →

Everything said about physical AI, oldest first

Jun 21, 2025 positive
Insight
Chamath: Amazon will be a kingmaker in physical AI
“For physical AI, they're a kingmaker in parts because they're a sink for demand. So they'll just generate so much demand for robots.”
Chamath Palihapitiya Jun 21, 2025 ▶ 1:29:10 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jul 23, 2025 positive
Prediction Not checkable as stated
Litinsky: The future of warfare is physical AI, drones, and robots
“The future of warfare, Is physical AI, right? Robots and drones.”
James Litinsky Jul 23, 2025 ▶ 6:59 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Insight
Litinsky: Rare earth magnets are the feedstock to physical AI
“So rare earth magnets are really the feedstock to physical AI.”
James Litinsky Jul 23, 2025 ▶ 1:14 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Sep 30, 2025 bullish
Prediction Open · timeframe Sep 2030
Haas: Physical AI chip market will surpass data center volume
“Yeah, I think so because I think they're gonna, today, they largely use repurposed automotive chips, right? Things that have functional safety compliance around ADAS, but they're not specific for actuators or specific for smaller parts of the joint. So, physic…”
Rene Haas Sep 30, 2025 ▶ 9:30 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Mar 19, 2026 bullish
Opinion
Jensen Huang calls physical AI a $50 trillion market opportunity
“Physical AI as a large category. It's technology industry's first opportunity to address a 50 trillion dollar industry that has largely been, you know, void of technology until now.”
Jensen Huang Mar 19, 2026 ▶ 10:56 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Assertion Partly supported
Jensen Huang says Nvidia's physical AI business is near $10 billion annually
“It is a multi-billion dollar business for us. It's close to ten billion dollars a year now.”
Jensen Huang Mar 19, 2026 ▶ 11:20 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more