3 Jun · 45 min
Boris Sofman has spent his entire career at the forefront of physical AI. He co-founded Anki, shipping more than 3.7 million consumer robots globally, before leading autonomous trucking at Waymo, where he helped pioneer the world's most advanced driverless vehicle program. Now he's applying everything he learned to the machines that build our world. Boris is the co-founder and CEO of Bedrock Robotics, valued at $1.75 billion, which retrofits existing construction equipment into fully autonomous machines at a moment when demand is skyrocketing and the industry faces a shortage of more than 500,000 workers. What You'll Learn: How leading autonomous trucking at Waymo shaped Boris's vision for the future of physical AI Where autonomous trucking is headed and what the next decade looks like for the industry Why the construction industry is at a breaking point and what autonomy does about it What it actually takes to make a machine driverless outside of a test environment How autonomous heavy machinery will fundamentally change the way we build What the world looks like when physical AI works at scale across the entire economy Chapters: 2:16 Introduction4:40 Boris's Time at Waymo9:35 The Future of Autonomous Trucking13:19 What Autonomous Trucking Looks Like in Practice18:15 How Self-Driving Changes Our Cities20:40 The Birth of Bedrock Robotics24:55 What Bedrock Actually Does26:10 Why Retrofit Instead of Build From Scratch28:23 The Role of Humans on the Autonomous Job Site30:45 The Advantages of Going Autonomous34:05 Big Predictions for Physical AI36:48 The Contrarian Take on Humanoids38:50 What Excites Boris Most39:59 Quick Fire Round Follow Boris Sofman and Bedrock Robotics: Website: https://bedrockrobotics.com/ LinkedIn: https://www.linkedin.com/company/bedrock-robotics/ X: https://x.com/BedrockRobotics Boris's LinkedIn: https://www.linkedin.com/in/bsofman Boris's X: https://x.com/bsofman Follow Inspired: Website: https://www.inspiredcapital.com/ LinkedIn: https://www.linkedin.com/company/inspired-capital-partners X: https://x.com/InspiredCap Instagram: https://www.instagram.com/inspiredcapital/ Substack: https://alexavontobel.substack.com/
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