Jagdeep Singh

“NVIDIA is a good example of this — they made all of this investment in the picks and shovels and then the value accrued to the inference layer and the application layer. Is the same thing gonna happen in physical AI?”

“The number of deployed intelligent robots that are capable of manipulation in the real world is close to zero. We have robots that are doing things like locomotion and things like inspection and monitoring applications... but as far as applications that involve working with hands and arms manipulation, AI has not made an impact.”

“We can train models to perform very sophisticated tasks... with on the order of 10 to 20 hours of robot data. Without that, you would have to collect tens of thousands of hours of data.”

“Optical networking with Infinera.”

“Solid state batteries with QuantumScape.”

“Physical Intelligence has raised 1.1 billion.”

“Skilled has raised 1.5 [billion].”

“Figure 2.3, maybe more now.”

“Latera Networks... acquired by Sienna Communications for $550 million approximately 10 months after founding.”

“AI-driven robotics company focused on bringing general-purpose robots from the laboratory into real-world manufacturing and logistics environments.”

“The first is you have to find a large unsolved problem... The second thing you need is you need to have a differentiated solution... The third key thing, obviously, goes without saying, is you really do need a world-class team... And the last thing that I look for in my companies... I look for early customer validation.”

“We have raised $450 million in the Series A. So it's enough capital. And with that, we're attacking the problem now. People like Vinod Khosla, but also people like John Doerr, people like Bill Gates. These are all people that have all invested in the company.”