AI, Robotics & the Future of Manufacturing
ฝัง
- เผยแพร่เมื่อ 2 มิ.ย. 2024
- 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!
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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
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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/ - วิทยาศาสตร์และเทคโนโลยี
This is better than Harvard business school Holy shit for free
I had so many questions answered from this single video, loved the no nonsense approach😂
Love these keep em coming!
Love these deep dives. Ben and/or Marc, come on AI For Humans to talk about this.
Appreciate your optimism for robotics
Thank you so much guys for educating us
Massive respect for this amazing lessons for free. Your friend from Afghanistan 🇦🇫
I loved it. So tactical. Would love more like this.
I like you more than all in already!
Make more! These are amazing!
I can see you guys have a decade of flow together. Just found this channel... awesome
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. 🏭💡
Shut up Carl, this is not Linkedin.
Fast becoming my favourite podcast
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!
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)
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.
Charlie & Buffet bro-mance. Beautiful to witness chaps who go through the hard things, about hard things, and still be making memes, today.
Great discussion
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.
Another fire episode 🔥🤖
Marc's new favorite word is steelman
Chamath ruined that word for me.
@@GiantsOnTheHorizon 100%
@@GiantsOnTheHorizon lex fridman ruined that word for me
LOL, fun fact is steelman in Russian is Stalin.
I wish Marc would tell us what books he's got behind him.
great episode
@ 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).
🦅🦅
Accounting is the core competency for such complex companies.🎉
Aka Financial Engineering
Great discussion on the future of manufacturing! What do you think is the biggest hurdle for widespread adoption?
the first 30 seconds ! thats the pod
(sips tea) 🤣
Really interested to see how these robotics play in established mid sized manufacturing. They might not have the capital for a complete rebuild.
😂 Ben on the output of an Airplane Company CEO: "The airplane doesn't fkin fall out of the sky"
The transformation from advanced ML / DL to AI is also a HCI & hardware revolution with or without A16 - 43:02
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.
Great one again, thanks for doing it
Drink every time he says “um”
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.
I suck at talking to investors but I am working on it , to get better
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?
Elon spells it out pretty clearly: you're the CEO, make your product the best it can possibly be.
Who else immediately thought of Iran when they talked about low cost data centers at 49:15
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.
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?
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).
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?
💯
Robotics will be perfect decoupling from China , dominating speed of innovation for USA
How can I contact Marc? or send him something?
Marc + Ben Shapiro + Destiny real-time translation software. NVidia's secret weapon when bench-testing?
A16z should look into EV play Bumblebee
I can't even get a hold of a venture capitalist and I've been trying for 3 years
Shenzhen China ? 42:00
I started business in 2024.
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
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.
Does Apple actually build their own computers though?
Everything is relative / in context. In relation to the others, yes.
The only super tech proficient manufacturers in the AI Auto Space and Robotics sector is Tesla/Space X
The dollar is so strong and labor cost is very high. Who can afford to buy our stuff?
Guys lets group together to discuss our ways to get global, we could share some experiences. Somebody up to? Lets create discord or sth
Fourth!
um uh uh uh um uh uh uh um uh
Massive Respect for Both from PAKISTAN.
Love Pakistan!
Lol
Pigs
as their government sponsors terrorism@@moisesdelcastillo6703
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.
First! Cookie?
seed round
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.
Manufacturing is the hard part. Plus China is very good at copying hardware.
Stop saying steel Man
Cut out the humans.. that is what this dude is talking about
why the hell is the episode titled AI, Robotics yet half of it is about board and ceo politics. False advertisment
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.
Elon is the obvious choice as winner in AI on FSD but just not popular with the idiots
House of Harkonnen has spoken 😂 great insights as always from Ben and Marc 🤌
great episode