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1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIInvitado: Andrew Macdonald · Presenta: Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:48:46ZH刘先明:拆掉语言,让物理 AI 回到数据与动作Invitado: 刘先明 · Presenta: 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:32:16ZH王忻谈奔驰中国研发:在转型中重划豪华与安全Invitado: 王忻 · Presenta: 张小珺奔驰中国研发负责人王忻回顾中国汽车产业二十年的技术周期,也讲述中国团队如何从测试支持走向产品研发。面对智能化竞争,他认为速度、数据和本地化必须建立在安全与用户体验之上。
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksPresenta: 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.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyPresenta: 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Invitado: 李想 · Presenta: 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 AutonomyPresenta: 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 forPresenta: 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.
3:28:47ENKarpathy Calls Trained Neural Nets Complicated Alien ArtifactsInvitado: Andrej Karpathy · Presenta: 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 PhoneInvitado: Cristiano Amon · Presenta: 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 HorseInvitado: Elon Musk · Presenta: 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 WaymoInvitado: Boris Sofman · Presenta: 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 WantedInvitado: Steve Viscelli · Presenta: 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 CarsInvitado: Dmitri Dolgov · Presenta: 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 PoliticsInvitado: Erik Brynjolfsson · Presenta: 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 yearInvitado: George Hotz · Presenta: 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 SolvedInvitado: Jitendra Malik · Presenta: 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 DriveInvitado: Sertac Karaman · Presenta: 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.
1:38:33ENMaybe people are rational under different assumptionsInvitado: Anca Dragan · Presenta: Lex FridmanAnca Dragan talks with Lex Fridman about inverse reinforcement learning, autonomous driving, and why a written reward is evidence rather than law.
1:34:44ENMoore's Law Has Been About to Die for Forty YearsInvitado: Jim Keller · Presenta: Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.
1:18:41ENThe SS Soldier Who Hugged a Jewish Boy, and the Systems That Still Fool UsInvitado: Daniel Kahneman · Presenta: Lex FridmanDaniel Kahneman on System 1, deep learning that does not know what it is saying, and why a machine that must call a human is almost as hard as a machine that never needs one.
1:18:35ENThe last job Sebastian Thrun wants is one he is already good atInvitado: Sebastian Thrun · Presenta: Lex FridmanLex Fridman talks with the roboticist behind Stanley, Google’s self-driving car, Udacity, and Kitty Hawk about learning, safety, and why traffic is a choice.
56:47ENWhy Vijay Kumar Refuses to Call Them DronesInvitado: Vijay Kumar · Presenta: Lex FridmanThe Penn roboticist on swarm design, true autonomy, and why batteries — not algorithms — still limit the sky.
1:59:37ENLane Centering Is the Only Self-Driving Feature That Already HelpsInvitado: George Hotz · Presenta: Lex Fridmancomma.ai founder George Hotz tells Lex Fridman why staying in the lane beats Level 5 promises, and why a robotaxi stack still has no network effect.
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