StarZero All shows Try the podcast clipper →

physical AI

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Apr 6, 2026 by Peter Ludwig · across every show →

Everything said about physical AI, oldest first

Apr 6, 2026 bullish
Disclosure
Ludwig: Transformer advances prompted Applied Intuition's physical AI expansion
“One was transformers. That were originally successful for large language models, like you heard about Anthropic and OpenAI those started to have an impact on self-driving technology and robotics, and we thought that was really interesting, and then on top of t…”
Peter Ludwig Apr 6, 2026 ▶ 8:45 How Applied Intuition Reached $15B (Without Spending $1B) · Sourcery with Molly O'Shea
Apr 6, 2026 neutral
Insight
Younis: Physical AI diffuses much slower than browser and mobile software
“Physical AI is very different. The companies are different, the geographies and regulatory environments are different, the machines are different, the cultures are different, and so the diffusion is actually way, way slower, so time becomes a much more importa…”
Qasar Younis Apr 6, 2026 ▶ 13:31 How Applied Intuition Reached $15B (Without Spending $1B) · Sourcery with Molly O'Shea
Jul 19, 2026 bullish
Disclosure
Rombach: Black Forest Labs builds multimodal models for physical AI
“We are building multimodal visual models for content creation and for now physical AI.”
Robin Rombach Jul 19, 2026 ▶ 17:05 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Jul 19, 2026 bullish
Prediction Not checkable as stated
Younis: Physical AI will outshine early LLMs over the next 25 years
“I think the physical world and AI going into that is, I think when we look back, I think that's going to be the bigger story. And then look back 25 years from now.”
Qasar Younis Jul 19, 2026 ▶ 8:59 SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 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