Hardware Podcasts

Google I/O 2025 AI Bombshell, Nvidia’s $50 Trillion Robot Bet & Coinbase Hacked

Built 2 Scale · 23 May 2025 · 1h 13m

What this episode covers

Hosts Scott Wilcox and Matt Parrott discuss the latest AI and robotics news, focusing on Google's integration of Gemini into its core search product, OpenAI's release of the Codex coding model, and Nvidia's strategic pivot to becoming an infrastructure company for humanoid robots via its Isaac GR00T platform. They also analyze Coinbase CEO Brian Armstrong's decision to reject a $20 million ransom in favor of a $400 million bounty and reimbursement strategy, and reflect on the 'founder mode' leadership style of CEOs like Mark Zuckerberg and Elon Musk.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Google, OpenAI, Nvidia, Figure AI, Coinbase, Relevance AI
Products
Gemini 2.5, Project Astra, Veo-3, Codex, Isaac GR00T, Omniverse, NotebookLM, Cal.ai, DripMax
Also
Brian Armstrong

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Circuit · 46m

    EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

    Ben Bajarin and Jay Goldberg analyze NVIDIA's recent earnings, focusing on the implications of its $26 billion cloud compute pre-purchase commitment and the economic lifecycle of GPUs. They discuss the competitive landscape between NVIDIA's GPUs and custom AI ASICs from Google and Broadcom, noting Jensen Huang's claims about NVIDIA's dedicated focus. The hosts then evaluate Google's release of the Gemini 3 model and the 'Nano Banana' image creation tool, highlighting how these multimodal capabilities are driving practical adoption for non-technical users.

    Pricing, margins & unit economicsChips, FPGAs & semiconductors
    6 chapters

  • The Robot Report Podcast · 1h 29m

    Robotics in Review: Editors look back at 2025

    The Robot Report editorial team, including Steve Crowe, Gene Demaitre, Mike Oitzman, and Brianna Wessling, reviews the major robotics industry shifts of 2025, highlighting $3.5 billion in humanoid funding and the rise of physical AI. They analyze significant corporate events, such as iRobot’s Chapter 11 bankruptcy and ABB’s sale of its mobile robot division to SoftBank, while discussing Waymo’s scaling challenges and Amazon’s deployment of 1 million warehouse robots. The episode also covers the spin-out of Intel RealSense, the impact of autonomous systems in Ukraine and Gaza, and the push for a US national robotics strategy.

    Robotics & autonomyPolicy, trade & tariffs
    8 chapters

  • How I Built This · 1h 23m

    Coinbase: Brian Armstrong

    Brian Armstrong, co-founder and CEO of Coinbase, recounts building the largest cryptocurrency exchange from a solo prototype to a public company. He details the early struggles of finding product-market fit, the critical hiring of co-founder Fred Ehrsam, and the intense operational challenges of fraud and working capital management. Armstrong also discusses navigating regulatory scrutiny, surviving crypto market crashes, and making controversial leadership decisions regarding company culture and political neutrality.

    Starting a product companyValidation & product-market fit
    7 chapters

  • The Circuit · 42m

    Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

    Ben Bajarin and Jay Goldberg reflect on CES 2025, noting that while AI washing was prevalent, practical 'applied AI' like agentic systems and world models for robotics are reaching a turning point. They discuss the rapid advancement in humanoid robotics driven by Nvidia's Cosmos and the scaling of AR/MR hardware in China, which is lowering costs for waveguide lenses. Finally, they critique the semiconductor investment landscape, arguing that investors lack the technical understanding required to evaluate companies like AMD against Nvidia.

    AI & machine learningRobotics & autonomy
    5 chapters

  • The Robot Report Podcast · 1h 12m

    CES 2026 robotics recap; 2026 predictions

    Steve Crow and Mike Oitzman recap CES 2026, highlighting Boston Dynamics' first public demo of the Atlas humanoid robot and its new partnership with Google DeepMind. They discuss the industry's skepticism regarding humanoid readiness, contrasting Boston Dynamics' pragmatic approach with the hype surrounding other companies like Unitree and Engine AI. The episode also covers major acquisitions in the sector, including Mobileye's purchase of Mentee Robotics and Amazon's acquisition of RightBot, while featuring predictions from Chris Matthieu of RealSense and Ahti Heinla of Starship on the rise of physical AI and large-scale robot deployments.

    Robotics & autonomyAI & machine learning
    9 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by Built 2 Scale. The episode itself belongs to its publisher.