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1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsInvitado: Naveen Rao · Presenta: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:59:52ENDavid Qian on Succession, Robotics, and Finding His Own AmbitionInvitado: David Qian (Qian Cheng) · Presenta: 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.
2:51:18ENLindon Gao on Building Dyna Robotics and Finding a Path Through the FogInvitado: Lindon Gao · Presenta: 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 on Pro Rata Rights, AI Pricing and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:30:54ENHumanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2Presenta: Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.
37:07ENArm’s 98.5% margin business just started shipping chipsPresenta: 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.
3:36:13ENNVIDIA’s Ming-Yu Liu on Cosmos, Physical AI, and Creating New MarketsInvitado: Ming-Yu Liu · Presenta: 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.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Presenta: 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.
3:46:12ENKay Ke on Physical Intelligence, Robot Learning, and the Future of RoboticsInvitado: Kay Ke · Presenta: 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.
55:19ENThe 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 Roundtable: AI Policy, Software Valuations and RoboticsInvitado: Rory O’Driscoll, Everett Randle · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessPresenta: 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.
29:26ENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsPresenta: Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
58:27ENEven 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.
40:56ENFour 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.
1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsPresenta: 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.
1:01:38EN13-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.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Presenta: 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.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotPresenta: 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.
43:09ENA $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.
1:55:02ENA hundred experiments a day, and the valley of death in materialsPresenta: 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.
48:51ENThe 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.
35:47ENFei-Fei Li’s new bet: AI is incomplete without spatial intelligencePresenta: Sarah Guo, Elad GilThe ImageNet pioneer tells Sarah Guo and Elad Gil why World Labs is building 3D generative foundation models, and why language was only one piece of the puzzle.
35:14ENRobots Have No Wikipedia. Chelsea Finn Is Starting With Three Buildings.Presenta: Sarah Guo, Elad GilPhysical Intelligence’s cofounder tells No Priors why a generalist robot model has to be trained across embodiments, why open-sourcing hardware is a bet against the problem going unsolved, and why humanoids are a little overrated.
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