NEXT with John Koetsier

NEXT with John Koetsier

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NEXT with John Koetsier episodes

  • Robot reasoning: why data is not enough

    Robots aren’t just software. They’re AI in the physical world. And that changes everything.


    In this episode of TechFirst, host John Koetsier sits down with Ali Farhadi, CEO of Allen Institute for AI, to unpack one of the biggest debates in robotics today: Is data enough, or do robots need structured reasoning to truly understand the world?


    Ali explains why physical AI demands more than massive datasets, how concepts like reasoning in space and time differ from language-based chain-of-thought, and why transparency is essential for safety, trust, and human–robot collaboration. We dive deep into MOMO Act, an open model designed to make robot decision-making visible, steerable, and auditable, and talk about why open research may be the fastest path to scalable robotics.


    This conversation also explores:

    • Why reasoning looks different in the physical world

    • How robots can project intent before acting

    • The limits of “data-only” approaches

    • Trust, safety, and transparency in real-world robotics

    • Edge vs cloud AI for physical systems

    • Why open-source models matter for global AI progress


    If you’re interested in robotics, embodied AI, or the future of intelligent machines operating alongside humans, this episode is a must-watch.


    👤 Guest


    Ali Farhadi

    CEO, Allen Institute for AI (AI2)

    Professor, University of Washington

    Former Apple researcher


    ⸻


    👉 Subscribe for more conversations like this: https://techfirst.substack.com


    ⸻


    00:00 – Plato vs Aristotle… in robotics?

    00:55 – What “reasoning” means in the physical world

    02:10 – How humans predict actions before they happen

    03:45 – Why physical AI is fundamentally different from text AI

    04:50 – The next revolution: AI in the real world

    05:30 – What is MOMO Act?

    06:20 – Chain-of-thought… for robots

    07:45 – Trajectories as reasoning and robot transparency

    08:55 – Trust, safety, and correcting robots mid-action

    10:15 – Why predictability builds trust in machines

    11:40 – What’s broken with data-only AI approaches

    13:10 – Why reasoning + data isn’t an “either/or”

    14:00 – Open sourcing robotics models: why it matters

    15:20 – How closed AI slows innovation

    16:45 – Global competition and open research

    17:40 – What’s next for robotics reasoning models

    18:20 – Can these models work across robot types?

    19:30 – Temporal and spatial reasoning in MOMO 2

    20:40 – Scaling robotics vs scaling LLMs

    21:10 – Edge vs cloud AI for robots

    22:20 – Specialized models, latency, and privacy

    23:00 – Final thoughts on the future of physical AI

    23 min
  • Social humanoid robot for kids under $10,000

    Can we really build a $10,000 humanoid robot on open-source AI?


    In this episode of TechFirst, John Koetsier talks with Chris Kudla, CEO of Mind Children, about a radically different approach to humanoid robots. Instead of six-figure industrial machines built for factories or war zones, Mind Children is building small, safe, friendly social robots designed for kids, classrooms, and elder care.


    Meet Cody (MC-1), their first humanoid prototype.


    Cody is built on open-source AI from SingularityNET, combined with modular hardware, low-torque actuators, and a wheeled base designed for safety, affordability, and mass production. And there's some other AI bits and pieces from all the big name companies that you'd recognize.


    Mind Children's goal is ambitious: a $10,000 humanoid robot that families, schools, and care facilities can actually afford.


    In this conversation we explore:

    • Why social robots may be the real gateway to embodied AI

    • How Cody is designed for children and elder care instead of factories

    • Why wheels beat bipedal legs for safety, cost, and stability

    • How open-source AI and modular software stacks enable faster innovation

    • The emotional and ethical challenges of building companion robots

    • And what it takes to bring a humanoid robot to market at scale


    This is not sci-fi. This is the early blueprint of a future where humanoid robots are personal, affordable, and open-source.


    00:00 – The $10,000 open-source humanoid question

    01:58 – Meet Cody, the MC-1 prototype

    04:10 – Why Cody is small, child-sized, and approachable

    06:55 – Designing humanoids for kids and elder care

    09:45 – Social robots vs industrial humanoids

    12:40 – Wheels instead of legs and why that matters

    16:05 – Low-torque actuators, safety, and toy-like design

    19:20 – Modular hands, arms, and future upgrades

    22:10 – Open-source AI and SingularityNET’s role

    25:30 – On-robot vs cloud AI and why it matters

    28:40 – Vision, LiDAR, and simulated world models

    32:10 – Emotional awareness and social intelligence

    35:10 – The $10K target and mass-production strategy

    38:15 – The risks of attachment to robot companions

    40:00 – Final thoughts on Cody and the future of social robots

    38 min
  • AI is now every UI: generative user interfaces explained

    Is AI really the new UI, or is that just another tech buzzphrase? Or ... is AI actually EVERY user interface now?


    In this episode of TechFirst, host John Koetsier sits down with Mark Vange, CEO & founder of Automate.ly and former CTO at Electronic Arts, to unpack what happens when interfaces stop being fixed and start being generated on the fly.


    They explore:

    • Why generative AI makes it cheaper to create custom interfaces per user

    • How conversational, auditory, and adaptive experiences redefine “UI”

    • When consistency still matters (cars, safety systems, frontline work)

    • Why AI doesn’t replace workers — but radically reshapes workflows

    • Whether browsers should become AI-native or stay neutral canvases

    • The unresolved risks around AI agents, payments, and control


    From hospitals using AI to speak Haitian Creole, to compliance forms that drop from hours to minutes, this conversation shows how every experience can become intelligent, contextual, and helpful.


    👉 If you care about product design, AI, UX, or the future of software, this episode is for you.


    Subscribe for more conversations like this:

    https://techfirst.substack.com


    ⸻


    👤 Guest


    Mark Vange

    CEO & Founder, Automate.ly

    Former CTO, Electronic Arts

    Investor, serial entrepreneur, and builder focused on intent-driven, AI-native software


    ⸻


    ⏱️ Chapter Markers


    00:00 – Is AI the New UI?

    Why generative interfaces are reigniting the UI conversation


    02:10 – The Hidden Cost of Traditional Interfaces

    Why one-size-fits-all software limits users


    04:20 – When UIs Are Generated on Demand

    Adaptive experiences vs fixed screens and buttons


    06:15 – Conversational & Multimodal Interfaces

    Why voice, audio, and language are all “UI”


    08:30 – When Consistency Still Matters

    Safety, muscle memory, and shared interface conventions


    10:45 – How Generative UIs Change Work

    AI as a collaborator, not a replacement


    13:05 – Making Every Page an Application

    Why “dumb forms” and static sites are disappearing


    15:10 – The Browser as the Ultimate Interface

    Neutral canvases vs AI-controlled environments


    17:10 – AI Agents, Payments, and Control

    Why money is the hardest unsolved AI problem


    19:25 – The Future of Multimodal UI

    Why UI goes far beyond pixels and screensIs AI really the new UI — or is that just another tech buzzphrase?

    22 min
  • Agent-first web: awesome or awful?

    The web is turning agentic.


    And that changes everything from shopping to search to SEO.


    In this episode of TechFirst, John Koetsier sits down with Dave Anderson (VP at ContentSquare + host of the “Tech Seeking Human” podcast) to unpack what happens when browsers and AI assistants don’t just answer … they do stuff. For you. On your behalf.


    From Atlas and agentic browsing to the growing backlash from retailers (hello, Amazon vs Perplexity), we explore who benefits, who loses, and what the internet becomes when agents are the default user.


    You’ll hear why retailers are nervous (security, margins, coupon hunting), why agent-first experiences might create “headless” retailers (like ghost kitchens, but for ecommerce), and why search is shifting from SEO to AI visibility.


    Plus: real talk about trusting agents with your credit card, hallucinations, and what it means if your agent can look indistinguishable from you.


    Guest


    Dave Anderson — VP, ContentSquare

    https://contentsquare.com

    Podcast: Tech Seeking Human

    https://www.techseekinghuman.ai


    Links & subscribe


    Subscribe for more conversations on tech, AI, and what’s next: https://techfirst.substack.com


    Transcripts always available here

    https://johnkoetsier.com



    00:00 Agentic web: what changes when browsers “do stuff”

    00:59 Meet Dave Anderson (VP + podcast host)

    01:31 30,000 feet: why “agents” suddenly matter

    03:48 The agent future John wanted 10 years ago

    04:21 Why Amazon doesn’t want your agent shopping on Amazon

    05:07 Ticketmaster, bots, and the security nightmare

    06:26 Siri’s original promise vs today’s reality

    08:31 Are agents just bots… or something different?

    10:04 Retail fears: coupon hunting, margins, returns chaos

    11:21 Can you trust an agent with your credit card?

    11:59 Why retailers want their own agents (and control)

    13:14 Amazon’s agent works… but is it the whole internet?

    14:19 Ghost kitchens for retail: “headless” agent-first brands

    15:17 Hugo Boss jacket test: agents vs manual search

    16:40 Agents should talk to your finance agent

    17:14 Kids + deepfakes: what even looks real anymore?

    18:04 Is this corrosive to apps… or the web?

    19:10 Online identity, anonymity, and agent verification

    20:28 Two futures: human-first brands vs agent-first retail

    21:19 Agentic browsers on your device: can they “look like you”?

    22:51 Baseball vs golf: the best analogy for search now

    24:44 Instant shopping problem: returns + missing “services layer”

    26:10 AI weirdness: wrong names, wrong locations, shifting behavior

    27:37 Agents beyond shopping: support is the sleeper win

    29:49 Inventing the future: who adopts agents and who won’t

    31:13 Will people get tired of AI and crave humans again?

    31:45 Serendipity vs optimization: the restaurant debate

    32:36 Wrap: nobody solved agents… but the shift is real

    33 min
  • World models: LLMs are not enough

    AI has mastered language, sort of. But the real world is way messier.


    In this episode of TechFirst, John Koetsier sits down with Kirin Sinha, founder and CEO of Illumix, to explore what comes after large language models: world models, spatial intelligence, and physical AI.


    They unpack why LLMs alone won’t get us to human-level intelligence, what it actually takes for machines to understand physical space, and how technologies born in augmented reality are now powering robotics, wearables, and real-world AI systems.


    This conversation goes deep on:

    • What “world models” really are — and why everyone from Fei-Fei Li to Jeff Bezos is betting on them

    • Why continuous video and outward-facing cameras are so hard for AI

    • The perception stack behind robots and smart glasses

    • Edge vs cloud compute — and why latency and privacy matter more than ever

    • How AR laid the groundwork for the next generation of physical intelligence


    If you’re building or betting on robotics, smart wearables, AR, or physical AI, this episode explains the infrastructure shift that’s already underway.


    Guest

    Kirin Sinha

    Founder & CEO, Illumix

    https://www.illumix.com


    👉 Subscribe for more deep conversations on technology, AI, and the future:

    https://techfirst.substack.com


    00:00 Raising the Bar on “Smart” Devices

    01:07 Meet Kirin, Founder & CEO of Illumix

    01:21 What Is a World Model — and Why It Matters

    02:23 Why LLMs Alone Won’t Lead to AGI

    03:46 From AR & the Metaverse to Physical AI

    05:18 AR vs VR vs the Metaverse — Different Problems, Different Futures

    06:32 Spatial Perception, Scene Understanding, and Contextual Intelligence

    07:39 Why Continuous Video Is So Hard for Machines

    08:39 The Camera Flip: From Selfie AI to World-Facing AI

    09:58 Why Cameras Beat LiDAR for Wearables and Robots

    10:27 Inside the Perception Stack

    11:20 Edge vs Cloud Compute in Physical AI

    12:37 Why On-Device Intelligence Matters for UX

    13:52 SLMs, Efficiency, and the Limits of “Bigger Is Better”

    15:11 Knowing What to Run — and When

    16:06 Intent, Memory, and Real-Time AI Decisions

    17:32 Physical Intelligence vs Digital Intelligence

    18:39 Memory Palaces, Spatial Brains, and Human AI

    19:39 Do We Need New Chips for Humanoid Robots?

    20:26 How Chip Architectures Will Evolve for Physical AI

    21:47 Privacy, On-Device Processing, and Trust

    22:48 Final Thoughts on the Future of World-Aware AI

    23 min
  • Quantum computing, meet edge computing (thanks to diamonds)

    Quantum computers usually mean massive machines, cryogenic temperatures, and isolated data centers. But what if quantum computing could run at room temperature, fit inside a server rack — or even a satellite?


    In this episode of TechFirst, host John Koetsier sits down with Marcus Doherty, Chief Science Officer of Quantum Brilliance, to explore how diamond-based quantum computers work — and why they could unlock scalable, edge-deployed quantum systems.


    Marcus explains how nitrogen-vacancy (NV) centers in diamond act like atomic-scale qubits, enabling long coherence times without extreme cooling. We dive into quantum sensing, quantum machine learning, and why diamond fabrication — including the world’s first commercial quantum diamond foundry — could be the key to manufacturing quantum hardware at scale.


    You’ll also hear how diamond quantum systems are already being deployed in data centers, how they could operate in vehicles and satellites, and what the realistic roadmap looks like for logical qubits and real-world impact over the next decade.


    Topics include:

    • Why diamonds are uniquely suited for quantum computing

    • How NV centers work at room temperature

    • Quantum sensing vs. quantum computing

    • Manufacturing challenges and timelines

    • Quantum computing at the edge (satellites, vehicles, sensors)

    • The future of hybrid classical-quantum systems


    ⸻


    🎙 Guest


    Marcus Doherty

    Chief Science Officer, Quantum Brilliance

    Professor of Quantum Physics

    Army Reserve Officer

    🌐 https://quantumbrilliance.com


    ⸻


    👉 Subscribe for more deep dives into the future of technology:

    https://techfirst.substack.com


    ⸻


    00:00 Diamonds and the next wave of quantum computing

    01:20 Why diamond qubits work at room temperature

    03:20 NV centers explained: defects that behave like atoms

    05:05 How diamonds replace massive quantum isolation systems

    06:40 Building the world’s first quantum diamond foundry

    08:30 Defect-free diamonds, isotopes, and qubit engineering

    10:15 Quantum sensing vs. quantum computing with diamonds

    12:40 From desktop quantum systems to millions of qubits

    14:25 Roadmap: logical qubits, timelines, and scale

    16:10 Quantum computers at the edge: vehicles and satellites

    18:10 Quantum machine learning and real-world deployments

    19:50 The long game: why diamond quantum computing scales

    21 min
  • Will AI kill your job?

    Will AI kill your job?


    What happens to your job as AI gets smarter and companies keep laying people off even while profits rise? Will you still have a job? Will the job you have change beyond recognition?


    Scary questions, no?


    In this episode of TechFirst, host John Koetsier sits down with Nikki Barua, co-founder of Footwork and longtime founder, executive, and resiliency expert, to unpack what work really looks like in the age of AI.


    Layoffs are no longer just about economic downturns. Companies are growing, innovating, and still cutting staff, often because AI is enabling more output with less capacity.


    So what does that mean for you?


    Nikki argues the future doesn’t belong to those who simply “learn AI tools,” but to agentic humans: people who lead with uniquely human strengths and use AI to amplify their impact. This conversation explores:


    • Why today’s layoffs are different from past cycles

    • How AI is compressing jobs before creating new ones

    • What it means to move from doing work to directing outcomes

    • Why identity, curiosity, and agency matter more than certifications

    • How to rethink workflows instead of chasing shiny AI tools

    • The FLIP framework: Focus, Leverage, Influence, and Power


    This episode isn’t about fear.


    It’s about reinvention.


    If you’re wondering how to stay relevant, valuable, and resilient as AI reshapes work, this is the place to start.


    Guest

    Nikki Barua

    Co-founder, Footwork

    (Reinventing organizations with agentic AI)


    👉 Subscribe for more conversations on AI, work, and the future of technology:

    https://techfirst.substack.com



    Chapters:


    00:00 — Work in the AI Age: what happens to your job?

    01:05 — Layoffs, AI, and why this cycle feels different

    02:55 — “Don’t let AI have the last laugh”

    04:45 — Profitable companies cutting jobs: what’s really happening

    06:40 — The next 18–24 months: compression before reinvention

    08:30 — AI’s impact on young workers and early careers

    10:00 — What should you be doing right now?

    11:20 — Why surface-level AI use won’t save your job

    12:40 — The rise of the “agentic human”

    14:20 — From doing to directing: humans + machines as partners

    15:55 — Why certifications and training aren’t enough

    17:10 — High-agency people win in the AI age

    18:35 — The FLIP framework: Focus and identity

    20:00 — Leverage: compounding capacity beyond automation

    21:20 — Influence: trust, authenticity, and scaled impact

    22:25 — Power: upgrading your personal operating system

    23:40 — Two shifts that make this AI revolution different

    25:05 — Tools vs workflows: where most people get it wrong

    26:25 — The real blocker: old identities and fear of change

    27:40 — Three steps to stay relevant in the AI age

    28:40 — Final thoughts + wrap-up

    30 min
  • Building TARS from Interstellar in real life

    What if someone actually built TARS from Interstellar—and discovered it really could work?


    In this episode of TechFirst, host John Koetsier sits down with Aditya Sripada, a robotics engineer at Nimble, who turned a late-night hobby into a serious research project: a real, working mini-version of TARS, the iconic robot from Interstellar.


    Aditya walks through why TARS’s strange, flat form factor isn’t just cinematic flair—and how it enables both walking and rolling, one of the most energy-efficient ways for robots to move. We dive into leg-length modulation, passive dynamics, rimless wheel theory, and why science fiction quietly shapes real robotics more than most engineers admit.


    Along the way, Aditya explains what he learned by challenging his own assumptions, how the project connects to modern humanoid and warehouse robots, and why reliability—not flash—is the hardest problem in robotics today. He also previews his next ambitious project: building a real-world version of Baymax, exploring soft robotics and safer human-robot interaction.


    This is a deep, accessible conversation at the intersection of science fiction, physics, and real-world robotics—and a reminder that sometimes the ideas we dismiss as “impossible” just haven’t been built yet.


    ⸻


    Guest


    Aditya Sripada

    Robotics Engineer, Nimble

    Researcher in legged locomotion, humanoids, and unconventional robot form factors


    ⸻


    If you enjoyed this episode, subscribe for more deep dives into technology, robotics, and innovation:

    👉 https://techfirst.substack.com


    ⸻


    Chapters:


    00:00 – TARS in Real Life: Why Interstellar’s Robot Still Fascinates Us

    01:00 – Why Building TARS Seemed Physically Impossible

    02:00 – From Weekend Hobby to Serious Robotics Research

    03:00 – How Science Fiction Quietly Shapes Real Robot Design

    04:00 – Walking vs Rolling: Why TARS Uses Both

    05:00 – Why Simple Robots Can Beat Complex Humanoids

    06:00 – Turning Legs into a Wheel: The Rolling Mechanism Explained

    07:00 – Leg-Length Modulation and Passive Dynamics

    08:00 – Inside the Actuators: Degrees of Freedom and Compact Design

    09:00 – Why TARS’s Arms Don’t Really Make Sense

    10:30 – Lessons Learned: Never Dismiss “Impossible” Ideas

    12:00 – Rimless Wheels, Gaits, and Robotics Theory

    13:00 – What This Project Taught Him at Nimble

    14:00 – What “Super-Humanoid” Robots Actually Mean

    15:30 – Why Reliability Matters More Than Flashy Demos

    16:30 – TARS as a Research Platform, Not a Product

    17:30 – From TARS to Baymax: Exploring Soft Robotics

    19:00 – Can We Build Safer, Friendlier Humanoid Robots?

    20:30 – What’s Next: Recreating Baymax in Real Life

    21:30 – Final Thoughts and Wrap-Up

    22 min
  • AI is killing teen jobs faster

    AI is already reshaping the workforce. What about teenagers?


    Turns out, they might be more impacted than anyone else. After all, they're usually in low-skill entry-level jobs that AI can replace. The problem ... teens are losing their first experience with working, making money, and establishing an identity outside of their homes.


    In this episode of TechFirst, host John Koetsier speaks with Karissa Tang, a high school senior and UCLA research assistant, about her new study on how AI will impact teen employment. While most workforce studies focus on adults, Karissa analyzed the top 10 most popular teen jobs from cashiers to fast food workers and found something alarming: AI could reduce teen employment by nearly 30% by 2030.


    We dig into:

    • Which teen jobs are most vulnerable to AI and automation

    • Why cashiers and fast-food counter workers are hardest hit

    • The role of self-checkout, kiosks, and robots like Flippy

    • Which teen jobs appear safest (for now)

    • Why teens may be even more exposed to AI than adults

    • What schools, policymakers, and teens themselves can do next


    This is a must-watch conversation for parents, students, educators, and policymakers trying to understand how AI is reshaping early work experiences—and what it means for the next generation.



    🎙 Guest


    Karissa Tang

    • Founder, Booted (board games company)

    • Research Assistant, UCLA

    • Former Intern, NSV Wolf Capital

    • High school senior and author of a 20-page research paper on AI & teen employment



    📌 Subscribe & Stay Ahead


    If you want clear, thoughtful analysis on AI, technology, and the future of work, subscribe to TechFirst:

    👉 https://techfirst.substack.com



    00:00 – Will AI Kill Teen Jobs?

    01:35 – Why a Teen Studied Teen Employment

    03:10 – The Shocking 30% Job Loss Prediction

    05:10 – Top 10 Teen Jobs Most at Risk

    07:20 – Cashiers, Kiosks, and Self-Checkout

    09:40 – Fast Food, Retail, and AI Displacement

    12:15 – Which Teen Jobs Are Safest from AI

    15:05 – Robots Like Flippy and the Future of Cooking Jobs

    18:00 – Why Teen Jobs Are More Vulnerable Than Adult Jobs

    21:40 – The Importance of Human Interaction at Work

    25:10 – What Inspired the Research Study

    29:30 – How the Data and Methodology Worked

    33:40 – What Teens Can Do to Stay Employable

    37:30 – Skills, AI Literacy, and Creating New Opportunities

    41:00 – Final Thoughts on the Future of Teen Work

    21 min
  • Terminator? This humanoid robot is literally built for war (and more)

    Are we about to create real life Terminators? Humanoid robots built for war?


    In this episode of TechFirst I talk with Sankaet Pathak, founder and CEO of Foundation, a California-based humanoid robot company that is not afraid of the defense market. We dig into why he is building humanoid robots that can work three shifts a day, how they plan to scale from dozens of robots to tens of thousands, and why he believes humanoid robots will one day build bases in Antarctica and cities on the moon.


    We also dive deep into military use cases. From logistics and infrastructure to “first body in” building breach operations, we explore how humanoid robots could change asymmetric warfare, deterrence, and who wins future conflicts.


    In this episode

    • Why humanoid robots are the next strategic advantage for countries and companies

    • How Foundation went from zero to a working production robot in about 18 months

    • The hardware secrets behind Phantom: actuators, efficiency, and safety

    • Why their robots can run almost 24 hours a day, three shifts at a time

    • The master plan: Antarctic bases, moon cities, and infinite robot labor

    • Why Sankaet thinks home robots should feel like a “genie in a bottle”

    • How humanoid robots may enter military operations and what that means for war

    • Whether robot soldiers lead to dominance, stalemate, or new forms of peace


    Guest: Sankaet Pathak, founder and CEO of Foundation

    Website: https://foundation.bot


    Subscribe to my Substack:

    https://techfirst.substack.com


    00:00 – Are we about to build real life Terminators?

    00:55 – Meet Sankaet Pathak and Foundation

    02:08 – How Foundation built a production humanoid in 18 months

    04:17 – Scaling plan: 40 robots today, 10,000 next year, 40,000 after

    06:11 – Why manufacturing is still mostly manual and what they learned from Tesla

    09:31 – The Foundation master plan: Antarctica, the moon, and infinite labor

    14:21 – Phantom specs: size, strength, payload, and real factory work

    15:36 – Actuators as robot muscles and why backdrivability matters

    18:41 – Running three shifts a day and solving heat and durability

    21:01 – Robot hands today and the tendon driven hands of tomorrow

    23:40 – Why home robots should feel like a “genie in a bottle”

    25:51 – Why the military needs humanoid robots

    27:54 – Dangerous, boring, and impossible jobs robots should take over

    29:22 – Drones, costs, and asymmetric warfare

    32:18 – First body in and robots that can pull the trigger

    33:16 – The future of war as “video game” and who wins

    34:49 – Peace through strength and 100,000 robots as deterrent

    35:22 – Final thoughts and what comes next for Foundation

    33 min

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