Hardware Podcasts

Live from LA - Matt and Scotty’s Austin and LA adventures, plus NVIDIA and Google power plays

Built 2 Scale · 30 Jul 2025 · 48m

What this episode covers

Hosts Matt Perrott and Scott Wilcox discuss recent developments in AI, robotics, and hardware, including Google's launch of the Opal no-code platform and Lovable's rapid growth to $100M ARR. They analyze Amazon's acquisition of AI wearable company Bay, the emergence of portable data centers by Amend, and the deflationary pricing of robotics from Unitree and DJI. The episode concludes with an analysis of Jensen Huang's leadership philosophy at NVIDIA and the necessity for workers to adopt AI tools to avoid being replaced.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Google, Lovable, Amazon, Bay, Amend, Unitree, Luminar, Tesla, DJI, NVIDIA, AirTable, Meta, Boston Dynamics
Products
Opal, R1, Optimus
Also
Jensen Huang, Yan Lacoon, Alex Wang, Sheng Jai Zao

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Amp Hour · 1h 10m

    Back Into The Swing Of Things

    Hosts Chris Gammell and Dave Jones return to the podcast to discuss a wide range of topics, including Gammell's new Contextual Electronics course and Jones's hiring of a full-time employee. They analyze the rising costs of engineering education, the technical details of Nvidia's new Volta GPU for AI, and the shift in robotics from reverse kinematics to visual feedback. The conversation also covers the sale of the MIPS architecture, the success of RISC-V startup SiFive, and upcoming events like Maker Faire.

    Chips, FPGAs & semiconductorsRobotics & autonomy
    9 chapters

  • 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 03m

    2024 year in review: bold bets and dashed dreams

    Steve Crowe, Mike Oitzman, Gene Demaitre, and Brianna Wessling review 2024 robotics trends, highlighting the surge in humanoid development led by Agility Robotics and Figure AI, alongside significant funding for autonomous systems. The team discusses the collapse of Cruise’s robotaxi operations, the success of Waymo, and the strategic pivot of Amazon through its acquisition of Covariant talent to advance foundation models. They also cover the rise of mobile manipulation from companies like Pterodyne and Locust Robotics, noting the industry's shift toward practical, revenue-generating applications despite broader economic headwinds.

    Robotics & autonomyFundraising & investors
    10 chapters

  • The Robot Report Podcast · 1h 19m

    2022 in Review: The Year in Robotics

    Steve Crowe and Mike Oitzman of The Robot Report recap the top robotics stories of 2022, highlighting the acquisition of Open Source Robotics Corp by Intrinsic and the launch of the Boston Dynamics AI Institute. They discuss the rapid scaling of autonomous vehicle services by Waymo and Cruise, the pending Amazon acquisition of iRobot, and the surge in mobile robot shipments reported by Interact Analysis. The hosts also cover the debut of trailer-unloading robots from companies like Boston Dynamics and Agility Robotics, the growth of ag-tech automation, and the political debate surrounding police use of lethal-force robots in San Francisco.

    Robotics & autonomyScaling production
    10 chapters

  • The Robot Report Podcast · 1h 03m

    MODEX 2026 Recap

    Gene Demaitre of The Robot Report and Sarah Wynn of Packaging OEM recap MODEX 2026, highlighting the industry's shift toward multi-agent orchestration software and practical AI applications over standalone hardware. They discuss Skild AI's acquisition of Fetch Robotics assets to deploy its 'omnibodied intelligence' layer and Boston Dynamics' partnership with Google DeepMind to integrate Gemini AI into Spot. Key trends included 'rainbow palletizing,' hardware-agnostic interoperability, and the focus on ROI-driven automation in cold chain and e-commerce logistics.

    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.