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AI Podcasts

February 11, 2026

The Autonomous Driving Race Is Already Over w/ Kyle Reidhead

Milk Road AI

AI
Key Takeaways:
  1. Tesla's core identity shifted from EV maker to autonomous AI and robotics. Its cars are devices for deploying its advanced AI brain; competitors miss this.
  2. Tesla's 8 million cars collect real-world driving data. This massive dataset, combined with in-house AI processing, creates an unparalleled moat impossible for competitors to replicate.
  3. This convergence creates an abundance of labor and transportation, driving down costs. Robo-taxis and humanoid robots automate tasks, making goods and services cheaper, even as Tesla's profitability soars.
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February 11, 2026

Ep#62: PolaRiS: Scalable Real-to-Sim Evaluations for Generalist Robot Policies

RoboPapers

AI
Key Takeaways:
  1. Robotics is moving towards generalist policies that need broad, diverse evaluation. PolaRiS enables this by making it easy to create and share new, correlated benchmarks, cultivating a community-driven evaluation ecosystem similar to LLMs.
  2. Adopt PolaRiS for rapid policy iteration on pick-and-place and articulated object tasks. Use its browser-based scene builder and existing assets to quickly create new evaluation environments, then fine-tune policies with a small amount of unrelated sim data to boost real-to-sim correlation.
  3. Investing in tools like PolaRiS now means faster development cycles and more reliable policy improvements. This accelerates the path to robust, real-world robot deployment by providing a scalable, trustworthy intermediate testing ground.
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February 11, 2026

Ep#62: PolaRiS: Scalable Real-to-Sim Evaluations for Generalist Robot Policies

RoboPapers

AI
Key Takeaways:
  1. PolaRiS enables a shift towards LLM-style generalization benchmarks, where models are tested on unseen environments and tasks, accelerating robot capabilities.
  2. Use its browser-based scene builder and Gaussian splatting to quickly create diverse, real-world correlated evaluation environments, significantly reducing the cost and time of real robot testing.
  3. Cheap, reliable robot policy evaluation in simulation, with strong real-world correlation, means faster development cycles, more robust generalist robots, and a path to crowdsourced, diverse benchmarks that will push the entire field forward.
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February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. AI is forcing a fundamental architectural change in automotive, moving from fragmented, rules-based systems to vertically integrated, neural network-powered platforms. This technical reality dictates market survival, favoring companies that control their entire software and hardware stack to build a continuous data flywheel.
  2. Invest in or partner with companies demonstrating deep vertical integration in AI hardware and software for mobility. Prioritize those with a clear path to mass-market data collection and rapid iteration cycles.
  3. Autonomy will be a must-have feature in cars within the next few years. Companies without a software-defined architecture and a vertically integrated AI stack will struggle to compete, creating a market share shift towards those few players who can deliver true self-driving at scale.
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February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. The automotive industry is undergoing a fundamental re-architecture, moving from hardware-centric, rules-based systems to software-defined, AI-powered platforms. This shift favors companies with deep vertical integration and proprietary data flywheels.
  2. Invest in companies demonstrating full-stack control over their vehicle's software, hardware, and AI training data. This verticality is the moat against commoditization and the engine for rapid, continuous improvement.
  3. Autonomy will be a non-negotiable feature by 2030, making software-defined vehicles the only viable path for mass-market automakers. Companies that fail to build or acquire this capability will face market irrelevance.
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February 11, 2026

The Autonomous Driving Race Is Already Over w/ Kyle Reidhead

Milk Road AI

AI
Key Takeaways:
  1. Tesla's core business is AI and autonomous robotics. This means its value comes from its software and data moat, not just vehicle sales.
  2. Tesla is sunsetting Model S and X production to convert factories for humanoid robots. This signals a full commitment to autonomous devices beyond cars.
  3. Unsupervised FSD is expected in select US states by Q2. This will enable cars to operate without human oversight, unlocking the robo-taxi network.
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February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. The automotive industry is undergoing a fundamental architectural shift from fragmented, rules-based systems to vertically integrated, AI-driven neural networks.
  2. Invest in companies demonstrating deep vertical integration in AI compute and data acquisition for autonomy, or those actively licensing next-gen software-defined vehicle architectures.
  3. The next 6-12 months will see accelerated divergence between auto players.
See full notes
February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. The automotive industry is undergoing a core architectural change, moving from fragmented, rules-based systems to vertically integrated, AI-native software-defined vehicles. This transition will consolidate market power around a few players who control their entire stack, from silicon to data.
  2. Invest in companies demonstrating deep vertical integration in AI hardware and software, particularly those with proprietary data collection and training pipelines. These are the players building defensible moats in the future of mobility.
  3. By 2030, self-driving capabilities will be a non-negotiable feature in every car. Companies that haven't fully embraced AI-native architectures and vertical integration will struggle to compete, making this a crucial moment for market share and survival in the auto industry.
See full notes
February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. The automotive industry is moving from fragmented, rules-based "domain architectures" to vertically integrated, AI-native "zonal architectures." This technical reality dictates market survival, as only companies controlling the full data flywheel—from raw sensor input to in-house inference chips—can deliver the continuous, high-level autonomy consumers will demand, thereby reshaping market share and consumer choice in the EV space.
  2. Invest in companies demonstrating full-stack control over their autonomy pipeline, from proprietary sensor data acquisition (cameras, radar, LiDAR) and in-house compute (custom inference chips) to a large "car park" for real-world data collection. This vertical integration is the only path to scalable, cost-effective, and continuously improving AI-driven autonomy.
  3. The future of automotive market share belongs to a select few vertically integrated players who can deliver true AI-driven autonomy and a diverse range of compelling EV choices. Companies without this core capability will face existential threats, making strategic partnerships or internal overhauls critical for survival in the near future.
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Crypto Podcasts

June 27, 2025

Bell Curve x Empire: Prediction Markets, Crypto’s Magnificent 7, and Stablecoin Growth | Roundup

Bell Curve

Crypto
Key Takeaways:
  1. Business Models Over Memes: The new meta is clear: tokens must generate revenue. The most valuable assets will be those with defensible, on-chain business models, not just compelling narratives.
  2. The 4-Year Cycle is Dead: Forget halving-driven bull runs. We are in the first inning of a multi-year institutional adoption cycle, creating a sustained "global buy order" for legitimate crypto assets and related equities.
  3. Pick a Side (Token vs. Equity): The most critical question for any project is where value accrues. Investors must demand clarity on whether they are backing a decentralized network or a traditional company leveraging crypto rails.
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June 27, 2025

Bell Curve X Empire | Prediction Markets, Crypto’s Mag 7 & Stablecoin Growth | Weekly Roundup

Empire

Crypto
Key Takeaways:
  1. Demand Cash Flow: The next crypto "Mag 7" will be defined by protocols with real, on-chain revenue and clear business models, not just speculative narratives.
  2. Bet on Yield: The predicted $3.7 trillion influx into stablecoins will disproportionately benefit yield-generating protocols, offering a prime opportunity as they re-rate to reflect their cash-generating power.
  3. The 4-Year Cycle is Dead: Forget the halving. Institutional capital entering via ETFs and public equities is transforming crypto into a multi-year bull market, fueled by a slow, steady global "T-WAP" of capital.
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June 27, 2025

Is Crypto’s Next Meta About to Make Markets Explode?

Bankless

Crypto
Key Takeaways
  1. The IPO Pipeline is Live: Circle's 10x IPO created a clear playbook. Watch private crypto leaders like Kraken and Fireblocks. Their public listings will be a crucial bellwether for the industry's mainstream acceptance.
  2. Watch Bitcoin Dominance, Not the Noise: A high and rising Bitcoin dominance is a coiled spring. When it finally breaks, it will likely break fast, signaling the true, explosive start of the next altcoin season.
  3. Crypto is Now a Political Asset: A directive ordering Fannie Mae and Freddie Mac to prepare for crypto-backed mortgages shows that digital assets have officially entered the political arena. This top-down push for legitimacy is a powerful tailwind, even if bottom-up bank adoption lags.
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June 27, 2025

Crypto’s Path Forward In The Next 10 Years

Lightspeed

Crypto
Key Takeaways:
  1. Build for Joy, Not Just Gains. The most defensible moat is emotional utility. Create a product people love, then use crypto to enhance it—not the other way around. No amount of financial engineering can fix a crappy product.
  2. Speak Human, Not Crypto. Ditch "Create Wallet" for "Create Account." The tech is 90% there, but the language and branding are the final, crucial 10%. The battle for the next billion users will be won with words, not just code.
  3. Value Will Accrue at the App Layer. The next decade's unicorns will be consumer apps built on the rails, not the rails themselves. If the apps on a chain aren't eventually worth more than the chain, the entire model is broken.
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June 26, 2025

Polymarket’s Cultural Relevance, PumpFun’s ICO, and Prosumer Apps | Analyst Round Table

0xResearch

Crypto
Key Takeaways:
  1. Prediction Markets are Mainstream. Polymarket has become a go-to source for real-time sentiment, proving that markets can be more trusted indicators than media pundits. Its cultural embedding is a masterclass in product-market fit.
  2. Memecoins are a Consumer Business. Pump.fun’s financial success is a direct result of treating memecoins as a fun, consumer-driven activity. The platform proves that the most powerful crypto use cases are often the ones that don’t take themselves too seriously.
  3. Prioritize the Prosumer. Crypto developers should resist the urge to oversimplify for a hypothetical mass audience. The most profitable path is to build powerful, feature-rich tools for the dedicated users who generate the overwhelming majority of activity and revenue.
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June 26, 2025

Hivemind: Crypto Feels Stuck, BTC DeFi & Ditching Staking

Empire

Crypto
Key Takeaways:
  1. Crypto is undergoing a pragmatic, if painful, maturation. The speculative froth is evaporating, forcing a return to first principles: generating real revenue and creating sustainable economic models.
  2. The Money Follows Access: Institutional capital is flooding into regulated, easy-to-buy assets like BTC ETFs and Circle equity. For alts to thrive, the on-ramp friction must be eliminated.
  3. Bitcoin's Next Act is Yield: The most compelling emerging narrative is BTC DeFi. Forget Degen trading; the killer app will be providing simple, sustainable yield to BTC's massive holder base.
  4. Economic Models are Being Rewritten: Experiments like Celestia's "Proof of Governance" signal a market-wide shift away from inflationary staking rewards toward revenue-burn models that create more direct and durable value for token holders.
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