The Bot Company founder and CEO Kyle Vogt—who also cofounded Twitch and Cruise—joins John Collison to talk about applying AI to home robots, the similarities between robotics and self-driving, and why the next $100 billion company will have fewer than 100 people.
Timestamps
(00:00) Intro
(00:38) The Bot Company pitch
(02:05) Single-task vs. multi-task robots
(04:27) What is the Turing test for robotics?
(05:52) Why this time is different for home robots
(08:42) The last mile in robotics and self-driving
(09:47) Viral demos and hype cycles
(10:38) Commercializing frontier tech
(13:06) Self-driving CapEx
(14:15) Regulatory hurdles
(16:18) Tesla vs. Waymo
(19:21) Why Kyle regrets selling Cruise
(21:39) The next $100 billion company
Greg Brockman—OpenAI cofounder and Stripe's first engineer—joins John Collison to talk about research-driven product development, an early moment he thought OpenAI was doomed, S curves in AI advancement, and energy bottlenecks.
Timestamps:
02:51 - Was OpenAI the first company to take the scaling hypothesis seriously?
04:53 - Lessons from Dota about deep learning
08:08 - What is a good new Turing test?
08:57 - Personalization in AI
09:57 - Research-driven product development
10:26 - An early moment OpenAI felt doomed
15:01 - OS limits on AI product development
17:59 - When will AI make novel advancements in math or science?
20:03 - Energy bottlenecks
22:30 - S curves in AI advancement
24:00 - AI coding
26:25 - Refactoring as a killer AI use case
27:26 - How OpenAI decides what products to built
28:53 - Growing up in North Dakota
30:17 - How far away is AGI?
Susan Li of Meta—the youngest chief financial officer of a Fortune 100 company—joins John Collison to talk about capital allocation, managing investors, and how Mark Zuckerberg has changed over the 17 years of working together.
Timestamps
01:20 - Early education and career
02:15 - Lessons from Michael Grimes at Morgan Stanley
03:12 - Leadership traits and succession planning at Meta
06:05 - Mark Zuckerberg’s leadership and culture of feedback
09:06 - Financial forecasting and capital allocation
14:18 - ROI on Meta’s portfolio of bets
15:05 - Investor sentiment in 2022
17:49 - The story behind the “free cash flow” hats
18:58 - CapEx trends in the AI era
21:48 - A memorable earnings call
24:16 - Challenges of allocating compute vs headcount budgets
26:55 - AI’s impact on productivity and operations
John sits down with founders and builders over a pint—Greg Brockman (cofounder of OpenAI), Susan Li (chief financial officer at Meta), Kyle Vogt (founder of The Bot Company and cofounder of Twitch and Cruise), and Pieter Levels (indie hacker).
Watch Cheeky Pint on YouTube: https://youtube.com/@stripe.
