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55:19EN
Sequoia Capital· Jul 7, 2026PodcastThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
58:27ENSequoia Capital· Mar 24, 2026PodcastEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
40:56ENSequoia Capital· Mar 10, 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:01:38ENSequoia Capital· Jan 6, 2026Podcast13-Hour Coffee and 2x Throughput: Physical Intelligence Crosses the Deployment LineKarol Hausman and Tobi Springenberg tell Sequoia’s Training Data how a general robot brain, plus real-world RL, turned coffee, laundry, and chocolate boxes into jobs that actually run.
43:09ENSequoia Capital· Sep 9, 2025PodcastA $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.
48:51ENSequoia Capital· Jun 17, 2025PodcastThe Breakthroughs for AGI Are Already Done, Says OpenAI’s Former Research HeadBob McGrew tells Sequoia’s Training Data that 2025 is the year of reasoning, agents will be priced at the cost of compute, and nothing fundamental will be added to the stack by 2035.
49:14ENSequoia Capital· Sep 17, 2024PodcastHumanoid robots fell from $1.5 million to $30,000. The GPT-3 moment is still a verbNvidia’s Jim Fan tells Sequoia how three kinds of data, a humanoid bet, and a System-1 motor-control model could unlock general-purpose robots.
45:12ENSequoia CapitalPodcastInside a Robot Data Factory: How Mecka Sensorizes Humans to Train RobotsMecka AI founder Josh Gao explains how a company collects, quality-checks and licenses egocentric human data, and why robotics will arrive as a steady unlock of tasks rather than a single breakthrough.