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1:13:26EN
20VC with Harry Stebbings· Oct 24, 2026Podcast · 2 speakersNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGuest Naveen Rao · Host Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:59:52EN
Zhang Xiaojun Podcast· Oct 21, 2026Podcast · 2 speakersDavid Qian on Succession, Robotics, and Finding His Own AmbitionGuest David Qian (Qian Cheng) · Host 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.
37:14EN
The Builders· Oct 20, 2026Elon Musk on AI Control, Robot Abundance, and His Regrets About DOGEGuest Elon Musk · Host Walter IsaacsonWalter Isaacson asks Elon Musk how humanity can remain safe and find purpose as AI grows more capable, and challenges him on politics, empathy, and the future he is building.
2:51:18ENZhang Xiaojun Podcast· Oct 15, 2026Podcast · 2 speakersLindon Gao on Building Dyna Robotics and Finding a Path Through the FogGuest Lindon Gao · Host 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.
1:17:09EN20VC with Harry Stebbings· Oct 15, 2026Podcast · 3 speakers20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:30:54EN
Cognitive Revolution "How AI Changes Everything"· Oct 3, 2026PodcastHumanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2Host Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· Sep 3, 2026Podcast · 2 speakersArm’s 98.5% margin business just started shipping chipsHost Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
3:36:13ENZhang Xiaojun Podcast· Aug 13, 2026Podcast · 2 speakersNVIDIA’s Ming-Yu Liu on Cosmos, Physical AI, and Creating New MarketsGuest Ming-Yu Liu · Host 张小珺NVIDIA research VP Ming-Yu Liu explains how a decade of generative-model research led to Cosmos 3, a world foundation model for Physical AI. He also shares what he learned from Jensen Huang about long-term bets, teamwork, and building markets instead of fighting over existing ones.
49:20ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 23, 2026Podcast · 2 speakersHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Host Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
3:46:12ENZhang Xiaojun Podcast· Jul 16, 2026Podcast · 2 speakersKay Ke on Physical Intelligence, Robot Learning, and the Future of RoboticsGuest Kay Ke · Host 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.
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.
1:28:10EN20VC with Harry Stebbings· Jun 18, 2026Podcast · 3 speakers20VC Roundtable: AI Policy, Software Valuations and RoboticsGuest Rory O’Driscoll, Everett Randle · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· May 14, 2026Podcast · 2 speakersThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
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.
57:04EN20VC with Harry Stebbings· Mar 23, 2026Podcast · 2 speakersMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
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.
1:16:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Jan 8, 2026Podcast · 2 speakersJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsHost Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
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.
40:46ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 19, 2025Podcast · 2 speakersDoctors Are Rushing to AI. Robotics Will Take a Beating First.Host Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
2:06:16ZH → EnglishZhang Xiaojun Podcast· Nov 28, 2025Podcast · 2 speakersTan Jie on Data Bottlenecks, Generalist Robots, and the Road to Real-World RoboticsGuest 谭捷 · Host 张小珺Google DeepMind robotics researcher Tan Jie traces his path from computer graphics to robotics and from reinforcement learning to Gemini Robotics. He argues that data scale and coverage, cross-embodiment transfer, real-time reasoning, and safety remain key to bringing robot foundation models into the real world.
39:16ENNo Priors: AI, Machine Learning, Tech, & Startups· Nov 19, 2025Podcast · 2 speakers500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotHost Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
1:48:46ZH → EnglishZhang Xiaojun Podcast· Nov 18, 2025Podcast · 2 speakersLiu Xianming: Removing Language to Bring Physical AI Back to Data and ActionGuest 刘先明 · Host 张小珺Liu Xianming, head of autonomous driving at XPeng, explains why language supervision in VLA training can become an efficiency bottleneck and how he is helping XPeng shift from an autonomous-driving team to a physical AI company. The conversation also covers scaling data, organizational change, production safety, and what comes next for autonomous driving.
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.
1:55:02ENCognitive Revolution "How AI Changes Everything"· Aug 30, 2025PodcastA hundred experiments a day, and the valley of death in materialsHost Nathan LabenzRadical AI’s co-founders tell Nathan Labenz how a closed loop of frontier models and a self-driving lab is meant to collapse a forty-year materials cycle into less than a decade.Load moreShowing 24 of 104