Hardware Podcasts

NVIDIA's Trojan horse, Yann LeCun Timebomb, 8 Sleep Mega Raise and the Physical AI Boom

Built 2 Scale · 22 Aug 2025 · 1h 24m

AI in practice: 2 real uses of AI described

What this episode covers

Hosts Matt Perrott and Scott Wilcox analyze the shifting dynamics of the AI and robotics industries, highlighting Nvidia's vertical integration strategy with Jensen Huang and Brett Adcock, and 8 Sleep's $100M raise to build an AI sleep operating system. They discuss the GPT-5 routing controversy, Meta's AI division restructuring, and the rise of autonomous hardware startups like Lumina Vehicles, arguing that founder-led companies are outpacing corporate giants in innovation and velocity.

AI in practice

Where this conversation describes AI being used to build or deliver a product. Part of the AI in practice tracker.

Engineering & simulationLindy.ai

The speaker used Lindy.ai to create an agent that processes meeting notes into actionable task lists and sends reminders, automating the post-meeting follow-up process.

“and then we also did one just around, you know, your average meeting note taker. converting that not just into a meeting minutes, but then an actionable list of works to do. And then if we spoke about someone breaking that down and then flicking reminders off to people to get their task done.”

Speaker 1 · Hear it at 39:06

Running the companySemi Analysis

Semi Analysis uses AI to analyze satellite imagery of data centers to monitor capital expenditure and cooling equipment usage by major tech companies, providing strategic insights into infrastructure spending.

“if you do subscribe to semi-analysis. You've got a company that's completely dedicated. doing things like looking at satellite imagery every day of all the sites around the world where all the major players like Amazon, Google, um, Grock, Tesla. They're looking at their data centers and open AI and Oracle.”

Speaker 1 · Hear it at 36:55

Most relevant to

early-stage companies and companies scaling up

Topics

Mentioned

Companies
Nvidia, 8 Sleep, Meta, OpenAI, Lumina Vehicles, Tesla, Semi Analysis, BYD, Foxconn
Products
Lindy.ai, Notion, Blackwell GPU, GPT-5, Model YL

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