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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.
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.
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.
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.
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.
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.
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.
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.
8:37:34ENThe first Neuralink patient beat a world record with most of his electrodes goneInvitado: Elon Musk · Presenta: Lex FridmanLex Fridman talks with Elon Musk, the Neuralink team, and Noland Arbaugh about a wireless brain implant, the software that rescued it, and why bandwidth is Musk’s bet on living with AI.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Presenta: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
38:01ENHalf of GDP Is Labor. Figure Wants Humanoids to Do the Work.Presenta: Sarah Guo, Elad GilBrett Adcock tells No Priors why a 21-month-old company raised $675 million to put general-purpose humanoid robots in factories first, then homes.
1:43:47ENYou Have to Run Before You Can Walk: Marc Raibert on Making Metal Look AliveInvitado: Marc Raibert · Presenta: Lex FridmanThe Boston Dynamics founder tells Lex Fridman why aggressive hopping beat cautious walking, how 109 Atlas falls became a method, and why robots still need a second kind of intelligence.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstPresenta: Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
2:18:25ENGrow Everything: Neri Oxman on Giving Nature a VoteInvitado: Neri Oxman · Presenta: Lex FridmanThe designer-scientist who left MIT to build OXMAN talks silkworm pavilions, bees in space, and why the end of human agency might be the start of nature's.
2:07:04ENThe Ribosome Already Solved Digital ManufacturingInvitado: Neil Gershenfeld · Presenta: Lex FridmanNeil Gershenfeld tells Lex Fridman why Turing separated the head from the tape, how fab labs are the personal-computer moment for making things, and what it would take to grow a civilization from about twenty parts.
2:27:58ENIt took Atlas fourteen years to walk the way Playter wantedInvitado: Robert Playter · Presenta: Lex FridmanBoston Dynamics CEO Robert Playter traces thirty years from a MIT basement pogo stick to Atlas, Spot, and Stretch — and why the company still designs machines that are allowed to fall.
1:59:13ENSimone Giertz Spent Two and a Half Years on a Coat HangerInvitado: Simone Giertz · Presenta: Lex FridmanThe inventor formerly known as the Queen of Shitty Robots talks with Lex Fridman about everyday objects, spectacular failure, a brain tumor, and why enthusiasm beats duty.
50:12ENThe Drone Is Only 15 Percent of the ProblemPresenta: Sarah Guo, Elad GilZipline CEO Keller Rinaudo Cliffton on why blood delivery in Rwanda, not a cooler airplane, built the world's largest commercial autonomous system.
5:15:44ENThe Falcon 9 Cannot Hover. That Is Why the Landing Looks Impossible.Invitado: Tim Dodd · Presenta: Lex FridmanEveryday Astronaut Tim Dodd walks Lex Fridman from Falcon 1 to Starship, and explains why a rocket that is always too powerful to hover still sticks the landing.
3:03:33ENA Robot Is Whatever Still Has MagicInvitado: Kate Darling · Presenta: Lex FridmanKate Darling tells Lex Fridman why grocery-store Marty is a real-life Clippy, why animal history is a better guide than humanoid fantasy, and what the Epstein scandal revealed about MIT.
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