AI, Robotics & the Future of Manufacturing

Рет қаралды 54,434

Күн бұрын

Welcome back to "The Ben & Marc Show," featuring a16z co-founders Marc Andreessen and Ben Horowitz. In this new episode - the second in a 2 part series - Marc and Ben address a new round of questions regarding the "State of AI" in relation to company building.
**Watch Part 1: • Build Your Startup Wit...
In light of recent developments at Boeing, Marc and Ben commence the episode with a discussion on the real criteria boards utilize to select a CEO. Returning to the topic of AI, they explore the potential for emerging chip startups, the incorporation of AI in robotics, and what America will need to do in order to regain its position as the world's leading manufacturer. That and more. Enjoy!
Topics Covered:
00:00:00 Teaser
00:00:44 Intro / Nascent meme alert!
00:01:51 Boeing CEOs background raises questions
00:05:30 How a Board hires a CEO
00:06:51 Hiring for magnitude of strength vs. lack of weakness
00:10:46 Importance of incentive at the board level
00:12:35 When personal incentives override goal of the organization
00:14:50 Career path for CEOs
00:17:10 Most essential skill of a CEO
00:20:30 Long-suffering #2 executive & external recruitment
00:25:17 How boards are really selected
00:29:32 Poor laws around boards; pressure from social activists
00:32:38 Energy innovation and the future of AI
00:35:38 Potential for new chip startups
00:37:32 Challenges of building hardware companies
00:39:18 Investing in hardware vs. software companies
00:43:24 Venture process: What the smartest founders know
00:49:04 Low-cost Power Data Centers for AI
00:51:23 Flexibility in training runs
00:53:45 Government scrutiny
00:55:03 AIs impact on service businesses
00:58:24 Most overblown fear of AI
01:00:33 Integration of AI in robotics
01:05:41 Tesla and The Bitter Lesson of AI
01:12:02 Revitalizing U.S. manufacturing with AI and robots
01:19:35 Sign off
#ai #startups #business #technology #entrepreneur #entrepreneurship #tech #vc #founder #podcast #boeing #robot #robotics #artificialintelligence #manufacturing #america
Listen to Us!
- Apple: bit.ly/3SdsfNt
- Spotify: spoti.fi/3SclPOr
Article mentioned:
- "Ones and Twos" by Ben Horowitz a16z.com/ones-and-twos/
Book mentioned:
- "Elon Musk" by Walter Isaacson amzn.to/3wyGOmo
Resources:
Marc on X: / pmarca
Marc’s Substack: pmarca.substack.com/
Ben on X: / bhorowitz
Stay Updated:
Find us on X: / a16z
Find us on LinkedIn: / a16z
The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: a16z.com/disclosures/

Пікірлер: 95

@keslauche1779 Ай бұрын

I had so many questions answered from this single video, loved the no nonsense approach😂

@davab Ай бұрын

I can see you guys have a decade of flow together. Just found this channel... awesome

@Bumblebeeai Ай бұрын

Appreciate your optimism for robotics

@seanpierre1338 Ай бұрын

Love these keep em coming!

@rohullahkarimi744 Ай бұрын

Massive respect for this amazing lessons for free. Your friend from Afghanistan 🇦🇫

@LucPlessier 5 күн бұрын

Great deep dive. Also the Brown shoes black socks tidbit had me crying with laughter 😂

@davab Ай бұрын

This is better than Harvard business school Holy shit for free

@AIForHumansShow Ай бұрын

Love these deep dives. Ben and/or Marc, come on AI For Humans to talk about this.

@Sirbikingviking Ай бұрын

Thank you so much guys for educating us

@williammorris5531 Ай бұрын

Make more! These are amazing!

@udoyxyz Ай бұрын

I loved it. So tactical. Would love more like this.

@BakedBotAI Ай бұрын

Ben and Marc Great stuff as usual! Demonstrating you have the right people on board who can wear multiple hats does signal to investors that you can effectively utilize their capital. Yet from a Founders perspective having a seed stage investor willing to help shape the team and vision is 💯, especially for founders from diverse backgrounds.

@EcomCarl Ай бұрын

Absolutely! Embracing advanced manufacturing with fully robotic and AI-enabled factories is key to revitalizing US manufacturing. CEOs with backgrounds in product creation can bring invaluable insights to companies aiming to innovate and build complex products. 🏭💡

@vladpaul01 Ай бұрын

Shut up Carl, this is not Linkedin.

@TimothyBates Ай бұрын

Mark correctly listed all the non maker traits the cost-disease society demands (diplomat, lawyer, social networker, etc.). Ben lists the one thing that is needed, and the tragedy of not putting it first. This is why founder -controlled companies are outperforming 100x. (And Andy Grove’s high performance management is a masterclass in high performance goal setting)

@TimothyBates Ай бұрын

On the energy/electricity front, it will be interesting to watch the Poland deal with Rolls Royce to install factory-built mini nukes: willingness to scale up kWh like this will strongly influence where AI and industry get located. On the “boiling the sea” comment - combined-cycle generators can consume that heat and recycle it as electric power.

@heidydaumas8686 Ай бұрын

Ben, insight"s on robots needing new physics models hits home. It mirrors how humans develop sensorimotor skills through real-world interaction. Imagine robots learning like newborns, gaining 'street smarts' neuron by neuron!

@laplaptop Ай бұрын

great episode

@lanhuage7209 Ай бұрын

Great discussion

@Venturebits Ай бұрын

I like you more than all in already!

@tethron. Ай бұрын

Another fire episode 🔥🤖

@Hawking1969 Ай бұрын

I wish Marc would tell us what books he's got behind him.

@fabrilabcommunications4305 Ай бұрын

Fast becoming my favourite podcast

@SapienSpace Ай бұрын

@ 1:05:50 "the bitter lesson" was written by Sutton. Note, that Sutton and Barto released the first book on Reinforcement Learning (RL) in 1997 (an ASU master thesis student, with a Chinese-American advisor had early private access and combined RL with Fuzzy Logic that merges math and language, and K-means clustering that sets attention heads on regions of interest in the state space). RL was funded by the USAF at least prior to 1997 and is now used in heavily modified F-16's. Note that in the lawsuit between OpenAI and Elon Musk a 2018 email revealed that their "core technology" is from the "90s". In the most recent Lex Friedman interview with Yann LeCun (and many other recent AI researchers) try to get rid of RL but cannot seem to get rid of it. Yann said that RL is too " inefficient" and made a blanker exception for it to use it when your "plan does not work" or when you are fighting a "ninja", and that RL is too "dangerous" (basically gaslighting).

@vmachacek Ай бұрын

Marc's new favorite word is steelman

@GiantsOnTheHorizon Ай бұрын

Chamath ruined that word for me.

@mixcocam Ай бұрын

@@GiantsOnTheHorizon 100%

@zoravursingh5617 Ай бұрын

@@GiantsOnTheHorizon lex fridman ruined that word for me

@chenlim2165 Ай бұрын

LOL, fun fact is steelman in Russian is Stalin.

@KinyanjuiNjoroge Ай бұрын

Charlie & Buffet bro-mance. Beautiful to witness chaps who go through the hard things, about hard things, and still be making memes, today.

@AdvantestInc Ай бұрын

Great discussion on the future of manufacturing! What do you think is the biggest hurdle for widespread adoption?

@saidur_rahman Ай бұрын

the first 30 seconds ! thats the pod

@basti_vkl Ай бұрын

🦅🦅

@winspyre Ай бұрын

Accounting is the core competency for such complex companies.🎉

@andrewc.7599 Ай бұрын

Aka Financial Engineering

@volcon Ай бұрын

Great one again, thanks for doing it

@ACPeoples Ай бұрын

The transformation from advanced ML / DL to AI is also a HCI & hardware revolution with or without A16 - 43:02

@padeosarran Ай бұрын

😂 Ben on the output of an Airplane Company CEO: "The airplane doesn't fkin fall out of the sky"

@Eggs-n-Jakey Ай бұрын

Really interested to see how these robotics play in established mid sized manufacturing. They might not have the capital for a complete rebuild.

@Bumblebeeai Ай бұрын

I suck at talking to investors but I am working on it , to get better

@barunosardadi4717 Ай бұрын

Airbus CEO Guillaume Faury or French big enterprises bosses (e.g TotalEnergies - Patrick Pouyanné, LVMH - Bernard Arnault) usually are graduates of Ecole Polytechnique, the best engineering and most competitive grande ecole in France - no wonder Airbus kicks Boeing's ass.

@Eggs-n-Jakey Ай бұрын

I’m really curious how manufacturing innovation can boost production while keeping jobs. Is it just the same amount of workers spread across more plants that are more efficient?

@Bumblebeeai Ай бұрын

Robotics will be perfect decoupling from China , dominating speed of innovation for USA

@user-rs1tq3qr4q Ай бұрын

(sips tea) 🤣

@temporallabsol9531 Ай бұрын

I think emerging technology specialists are going to help most businesses and communities transition over the next 5 to 15 years or so. The changes are going to be insane at a daily rate by the point though. By then it should just sort of flow state in a way that simply wasn't possible until then. We'll need local, national and international human specialists. Everybody else just gets to get help having life be better. It's going to be great.

@trumpyla Ай бұрын

💯

@SapienSpace Ай бұрын

737-MAX MCAS system was "certified" Radio Technical Commission on Aeronautics (RTCA) level D, a sacrilege for flight controls, when it needed to be level A (10E-9 probability of catastrophic failure).

@user-jj9ri2hq5r Ай бұрын

Hey Guys, given the incredible potential for AI enabled robotics one area of new future work (jobs) is (or very much should be) discrete task trainers. Where I am going with this is AI capability is limited on two fronts power and compute at the individual robot level (imagine a Optimus in your home). You can either try to get a robot to learn a new task through trial and error (with some base capably) OR you could employ a trainer that can specifically help your robot learn the task both quickly and accurately for your environment. This would reduce the compute needed for training and ultimately the power as well. In addition provide avenues for incremental employment of current labourers. Do you have any thoughts on this?

@Guitarmalade Ай бұрын

Drink every time he says “um”

@serajmehrabkhani7333 Ай бұрын

Who else immediately thought of Iran when they talked about low cost data centers at 49:15

@rarcapitalconcepts5374 Ай бұрын

ben's comments on CEO selection are really on point - but (judging from my oiwn finite Board experiences avoiding Board internecine warfare is pretty hard to navigate. I'd be interested how you assemble an effective coalition of Board members to support a candidate without completyely pissing off everyone elkse on the Board. Is there a general structure for this process that's been successful for uoi?

@jacominodj Ай бұрын

How can I contact Marc? or send him something?

@dmacallister 15 күн бұрын

How may our startup raise capital to fulfill requests from the nations largest military, law enforcement and emergency response fleets for a public demonstration of our hardware product.

@Bumblebeeai Ай бұрын

A16z should look into EV play Bumblebee

@Don_Kikkon Ай бұрын

Marc + Ben Shapiro + Destiny real-time translation software. NVidia's secret weapon when bench-testing?

@Tableskater Ай бұрын

I can't even get a hold of a venture capitalist and I've been trying for 3 years

@RahulDasgupta-mf8qq Ай бұрын

I started business in 2024.

@ACPeoples Ай бұрын

Shenzhen China ? 42:00

@hubertyou0 Ай бұрын

Guys lets group together to discuss our ways to get global, we could share some experiences. Somebody up to? Lets create discord or sth

@vmachacek Ай бұрын

How many hotels AI factory needs? I think its overblown how many "workers" factory like that will require. The incentive is to put it to 0, or at least scale expensive labor by remote access. Amazons dream is fully robotic warehouse - how many hotels needs that around it? Zero.. so why factories would be any different? AI factory will create enormous value, but not for people being close to it geographically.

@djlovetap2141 Ай бұрын

The only super tech proficient manufacturers in the AI Auto Space and Robotics sector is Tesla/Space X

@brandonreed09 Ай бұрын

Does Apple actually build their own computers though?

@ACPeoples Ай бұрын

Everything is relative / in context. In relation to the others, yes.

@megabaneen8057 Ай бұрын

People don't care right now because AI is not affecting them as of yet. When AI affects them and starts cutting their job then they will care

@krisvq 24 күн бұрын

There won't be meaningful job cuts. Just some temporary stirs. We're chronically understaffed across industries and we'll be using AI as a complement technology because the decision making technology isn't and won't be capable of human level capacity for a long time. Population is aging and heading into decline and we can't serve the needs. Currently you can't have any service delivered on personalized capacity level because we don't have enough humans.

@gordon2766 Ай бұрын

The problem with this thinking is that the fancy AI factories are still going to have to compete with overseas human factories and supply chains. And they’ll lose, at least at building the products that are currently available. The only way for this to work is for the AI factory to build products that do not currently exist, either because they haven’t been invented yet, or ideally making products that are currently impossible to make by human teams.

@krisvq 24 күн бұрын

No. They won't. Humans don't live very long and population is heading into decline.

@StevenAkinyemi Ай бұрын

Fourth!

@steve5nash Ай бұрын

The dollar is so strong and labor cost is very high. Who can afford to buy our stuff?

@michaelmeram6156 Ай бұрын

Listen to me Marc. 15 Minutes in, and I have a comment to make. EVERY COMAPNY IS IN THE BUSINESS OF MAKING MONEY. and I have a point to prove it, when I say that a stock went from $10 to $20 nobody asks me what the company does, because it does not matter. The only thing that matters in business is money, the product is the supply to the demand. Study Economics. Macroeconomics to be precise.

@bslac1 Ай бұрын

Elon spells it out pretty clearly: you're the CEO, make your product the best it can possibly be.

@wcomalley Ай бұрын

um uh uh uh um uh uh uh um uh

@NostalgistGuy Ай бұрын

Massive Respect for Both from PAKISTAN.

@moisesdelcastillo6703 Ай бұрын

Love Pakistan!

@Jediluvs2kill Ай бұрын

Lol

@Jediluvs2kill Ай бұрын

Pigs

@ashutoshpadhi2782 Ай бұрын

as their government sponsors terrorism@@moisesdelcastillo6703

@stealthoverflow Ай бұрын

In all caps as if it's not a society in massive downfall and the only reason it still exists is cause US committed mistake of a lifetime by helping them build nukes.

@steve5nash Ай бұрын

Manufacturing is the hard part. Plus China is very good at copying hardware.

@atodat Ай бұрын

First! Cookie?

@alecpokrandt3322 Ай бұрын

seed round

@socialtraffichq5067 Ай бұрын

Stop saying steel Man

@megabaneen8057 Ай бұрын

Cut out the humans.. that is what this dude is talking about

@dallassegno Ай бұрын

Awesome awesome awesome. But why? Like, who cares? Nerds? There's no money in selling machines to other machines. The wave of boredom that is coming week be unprecedented. These people think Elon musk is NOT a scammer. It's incredible.

@djlovetap2141 Ай бұрын

Elon is the obvious choice as winner in AI on FSD but just not popular with the idiots