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physical AI

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 20, 2025 by Shayle Kann · across every show →

Everything said about physical AI, oldest first

Mar 20, 2025 bullish
Prediction Not checkable as stated
Kann: Physical AI will drive AI's main impact on energy and climate
“To the extent that there's going to be a big impact of AI on the energy sector, on climate tech, apart from its obvious impact on energy consumption, which we've already talked about ad nauseum here This area, physical AI, is where I think the impact is going …”
Shayle Kann Mar 20, 2025 ▶ 3:02 The coming robotics wave
Apr 23, 2026
Prediction Not checkable as stated
Vahdat: Safety-critical physical AI compute will have to run on-device
“Without talking about any specific use case, I believe that a lot of it's going to have to be on device and dedicated to that use case.”
Amin Vahdat Apr 23, 2026 ▶ 29:44 Inside Google’s massive AI capex (live)
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