Applied Intuition

“Six months ago, I would have said the same thing, but it's becoming super useful for every domain. I'm sure. Right. Like there was I think six months ago, or maybe, maybe a year ago, if you tried to use, let's say the latest Claude model for writing shaders G…”

“I think that like you look at the mix of our engineering, the 83% of the company is engineering.”

“As I say, as a whole across the world, regularly 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.”

“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.”

“And so to do reinforcement learning on an end to end model, you now need to actually simulate all the sensor data, right?”

“I think this is probably the hardest problem right now because the, as the models get better, it can be harder, harder to find the faults on the system. And so like the problem of doing proper eval to find those faults like that problem also keeps getting hard…”

“And, you know, we think we can do the same in, in all these physical moving machines with the difference that we're really in a safety critical realm. Android isn't.”

“I mean, our first of 400 people, majority were Googlers. Like a majority of the company came from, you know, this giant company we worked at.”

“The amount of training we do in terms is actually surprising. But it's a luxury you have when you're at our size, when you're like, 25 engineers. No. He's got to survive. So again, take advice that's relevant for your company rather than like immediately start…”

“Nowadays though 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 have through the GUI in the past. And we're taking that thinking no…”

“There is a meniscus line where you cross where still doing real world testing is better. There's a, in the central real gap, you can reproduce reality at exceedingly expensive costs. And this, nothing is free. So really you have to refining that line where you…”

“In the 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 is actually deploying them. ... On the hardware you give you. And so, and there's just a reality is of safety crit…”

“The way to think about it, honestly, is a little bit like any system that you as an, as a human would need special training to operate. You can think of a little bit differently. So like the license to operate a truck is different from the license to operate a…”

“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.”

“We run like, as an example, we run driverless trucks in Japan right now, like as we speak, we can't have errors that are L four trucks.”

“So at first go, no simulation is, is going to represent the real world. There's always a process of this sim to real matching where you actually, you need the real world feedback to basically feed into the parameters that are being used in the simulator.”

“Historically, if you're moving a dirt mover or any of these machines, there are like, you know, 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 jus…”

“Definitely in the vibe coding era, there are a crop of engineers that they don't think about hardware at all, and we don't have that luxury.”

“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 a…”

“Most of your testing for software in a vehicle, 95% of that can be like traditional CICD kind of flows that you'd have in traditional web development. But once you add, now you, let's say you have a truck, but you can do like four percent of those in like a ri…”