Uncapped with Jack Altman

Uncapped #32 | Kyle Vogt from The Bot Company


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Kyle Vogt is a serial entrepreneur and engineer often recognized as the co-founder and former CEO of Cruise, the autonomous vehicle company acquired by General Motors for $1 billion. Before Cruise, he co-founded Twitch, which transformed how people watch and share gaming online. Kyle is now building a new company at the frontier of intelligent home automation, aiming to bring advanced robotics into everyday life.

A few highlights:

  • Labs beginning to see their ChatGPT moment
  • Most robots will be specialized, not humanoids
  • Robots will be cooking steaks in less than 5 yrs
  • Indefinitely operating with less than 100 people
  • Running a marathon on every continent in 81+ hrs
  • ---

    Timestamps:

    (0:00) Introduction

    (0:34) Why robotics is suddenly booming

    (1:48) AI unlocking the next wave

    (3:31) Special-purpose vs generalized

    (5:32) Designing robots people actually use

    (9:00) Building for scale, impact, and affordability

    (12:17) The myth of the humanoid robot

    (15:04) Trust, safety, and privacy in your home

    (17:51) The data powering robotics intelligence

    (21:01) Why Kyle keeps starting hard companies

    (22:32) The 100-person rule and elite teams

    (26:10) How to move fast and actually ship

    (27:28) What home robotics will do first

    (35:05) Home security applications

    (37:07) Robots should elevate our standard of living

    (38:41) Lessons from Tesla vs Waymo

    (41:08) Thoughts on when to sell the company

    (42:41) Running marathons on every continent

    ---

    More on Kyle:

    https://www.bot.co/

    https://x.com/kvogt

    More on Jack:

    https://www.altcap.com/

    https://x.com/jaltma

    ---

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    Uncapped with Jack AltmanBy Alt Capital

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