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1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIGuest Andrew Macdonald · Host Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:37:14ENSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
41:36ENFour Months to Drive Tokyo: How Wayve Bet the Company on One End-to-End NetworkWayve CEO Alex Kendall tells Sequoia’s Training Data why AV 2.0 ditches HD maps and hand-written stacks for a foundation model that can adapt to a new car and a new country in weeks.
1:48:46ZH → EnglishLiu 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.
1:32:16ZH → EnglishWang Xin on Mercedes-Benz China R&D: Redefining Luxury and Safety Through TransformationGuest 王忻 · Host 张小珺Wang Xin, who leads R&D at Mercedes-Benz China, looks back on two decades of technology cycles in China’s auto industry and how the local team moved from testing support into product development. As intelligent features intensify competition, he argues that speed, data, and localization must rest on safety and user experience.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
34:07ENOla Källenius on Mercedes-Benz’s Next Transformation: EVs, AI, and Modern LuxuryGuest Ola Källenius · Host 张小珺Mercedes-Benz CEO Ola Källenius describes a century-scale shift driven by zero-emission powertrains, software, and AI. He explains why the company is expanding electric models while protecting the craftsmanship, safety, and desirability that define its luxury position.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyHost Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
1:27:13ZH李想:汽车将从交通工具进化为空间机器人Guest 李想 · Host 张小珺理想汽车 CEO 李想谈公司为何从造车走向人工智能:基座模型是 AI 时代的操作系统,汽车是进入物理世界的重要载体。对他而言,技术路线最终要落实为更好的用户体验、能力与长期价值。
44:30EN100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyHost Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
44:16ENA perfect demo is ten years from a product you can pay forHost Sarah Guo, Elad GilAndrej Karpathy uses Waymo's decade-long gap, Tesla's software bet, and a new AI course to argue that autonomous intelligence will stall at product and globalization, not at the first impressive clip.
1:50:08ENWaymo's Injury Rate Is Five Times Lower. It Still Loses to a Lyft.Host Nathan LabenzHuman drivers average one fatal crash per 100 million miles — and that bar still defines the self-driving debate.
3:04:52ENDoctors Chose AI on Eight of Nine Dimensions: A GPT-4 Red-Teamer's Scouting ReportHost Nathan LabenzNathan Labenz tells 80,000 Hours what late-2023 systems can already do, which thresholds still matter, and why a polarized policy fight is a gift to heavy-handed regulation.
1:36:39ENOpenAI’s $5 Million Bet: A 60-Person Team Wants GPT-4V to Give Cars Common SenseHost Nathan LabenzGhost Autonomy cofounder John Hayes tells Cognitive Revolution why a multimodal model on the driving path could reset self-driving after two decades of DARPA-era stacks.
3:28:47ENKarpathy Calls Trained Neural Nets Complicated Alien ArtifactsGuest Andrej Karpathy · Host Lex FridmanOn Lex Fridman's podcast, Andrej Karpathy refuses the brain analogy, walks the Fermi paradox through Nick Lane's chemistry, and treats the Transformer as a general-purpose differentiable computer.
1:09:10ENThe Same Snapdragon That Flies on Mars Powers a Galaxy PhoneGuest Cristiano Amon · Host Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.
2:31:48ENA Car That Cannot Drive Itself Will Be About as Useful as a HorseGuest Elon Musk · Host Lex FridmanIn a Lex Fridman conversation built around Tesla Autopilot, Elon Musk argues that every driver input is an error, that today’s hardware is already enough for full self-driving, and that watching the human will soon matter less than making the system safer than a person.
3:14:14ENFour Joints, Eighty Thousand Pounds: Boris Sofman on Cozmo and WaymoGuest Boris Sofman · Host Lex FridmanAnki's co-founder on saturating a few channels of expression, why a beloved robot company still died, and how the same constraint mindset now runs Waymo's trucks.
3:12:17ENYou Better Already Have Everything You Ever WantedGuest Steve Viscelli · Host Lex FridmanA former long-haul driver turned Penn sociologist walks Lex Fridman through how trucking fell from a golden-age trade to a last-resort job, and the six ways robots might finish the work.
2:23:10ENBuilding a Driver, Not a Copilot: Waymo CTO Dmitri Dolgov on Fully Driverless CarsGuest Dmitri Dolgov · Host Lex FridmanFrom a 3 a.m. parking-lot planner at Stanford to a public robotaxi in Phoenix, Dolgov tells Lex Fridman why driver assist and a real driver are different products.
1:44:47ENErik Brynjolfsson on the Exponential Mismatch Remaking Work and PoliticsGuest Erik Brynjolfsson · Host Lex FridmanThe Stanford economist tells Lex Fridman why COVID, AI, and social networks all punish linear intuition — and why shared prosperity is the only way the pie-growing story holds.
3:12:55ENThe IQ required to destroy the world drops by one point every yearGuest George Hotz · Host Lex FridmanGeorge Hotz on Fermi's paradox, hacking the simulation, and teaching cars to drive with neural nets.
1:41:37ENThe Fallacy of the Successful First Step: Jitendra Malik on Why Seeing Still Isn't SolvedGuest Jitendra Malik · Host Lex FridmanBerkeley's Jitendra Malik tells Lex Fridman why computer vision keeps underestimating itself, why full self-driving still needs cognition, and why vision is the parent of language.
1:22:51ENDensity, Not Demos: Sertac Karaman on Robots That Fly and DriveGuest Sertac Karaman · Host Lex FridmanThe MIT roboticist and Optimus Ride co-founder on why sharing space with people is harder than building the machine, and why flying at transportation scale is still the tougher problem.
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