01:54:12 · Byron Boots, John Coogan, Rodrigo Liang
[01:54:12] S2: I I think these are, like, 38 inch. So so pretty big. [01:54:15] S1: 30 eights. That's fantastic. I love it. What does the actual manufacturing process look like? Obviously, you're very well funded company, dollars 100,000,000 round recently. At the same time, there's probably a lot of experimentation, a lot of putting different parts of the supply chain together, a lot of modularity. So how hand built are these? What does the automation story over the future look like? [01:54:37] S2: So the ultra vehicle like this one is actually based on a Polaris RZR chassis and and drivetrain. [01:54:44] S1: Okay. [01:54:44] S2: So we get that from Polaris and then we upgrade the suspension. You can actually see a great view of that here. [01:54:50] S1: Got [01:54:50] S2: it. We pull out the the seats. We just add this flat payload deck. Yeah. And, you know, we do all the work to add the compute and the sensors and and wiring power, all all of that kind of stuff. So Yeah. We pull all that together, in our factory here. We're also very field forward. So we we test these out in the fields, all the time. You know, we're in the the field every single day [01:55:11] S4: Yep.
01:55:11 · Rodrigo Liang, Byron Boots, John Coogan
[01:55:11] S4: Yep. [01:55:11] S2: Working on the, you know, the software, the autonomy. And I think one thing which is really really important about these systems is that this is a completely autonomous robotic system. Right? Like it has sensors that allow it to perceive the environment, plan through the environment, control it so that a user can just tell it where it wants it to go, what payload to execute. It's not you know, it doesn't have to be teleoperated. You know, a single user can control multiple vehicles. [01:55:40] S1: It's one [01:55:40] S2: of the things which is really cool about this tech. [01:55:42] S1: I imagine there's, like, very high demand for both teleop and full autonomous mode though, right? People want to be able to port in for a particular mission and then also be able to just try and draw waypoints on a map? [01:55:55] S2: So one of the things that I think we see is when people first start to use a vehicle like this, they're like, oh, like I want to teleop it and I'll be able to precisely control where it goes. But they quickly realize that you can actually just tell it where to go on the map, tell it, you know, what orientation you want it to be in, and it will just go there and do it. And so, it's actually safer, more efficient, and allows you to get like much more force multiplication if the operator just relies on the autonomy to get it there. And so what we've seen is is war fighters really embracing that and starting to experiment much more with that. So, we think autonomy really is the the future.
01:55:55 · Byron Boots, John Coogan, Jordi Hays
[01:55:55] S2: So one of the things that I think we see is when people first start to use a vehicle like this, they're like, oh, like I want to teleop it and I'll be able to precisely control where it goes. But they quickly realize that you can actually just tell it where to go on the map, tell it, you know, what orientation you want it to be in, and it will just go there and do it. And so, it's actually safer, more efficient, and allows you to get like much more force multiplication if the operator just relies on the autonomy to get it there. And so what we've seen is is war fighters really embracing that and starting to experiment much more with that. So, we think autonomy really is the the future. [01:56:33] S1: Any plans make a dual use version for Malibu? If you got a bunch of surfboards, you wanna get them down to the beach, you load them up and say, hey. I'll meet you there in five minutes. [01:56:42] S0: Some natural light. [01:56:43] S1: Some natural light. [01:56:44] S2: I mean, sounds it sounds awesome. We are we are actually, dual use. We are using this for things like wildland firefighting and other things. So who knows? I mean, may maybe pretty soon, we'll be able to you know, get you guys one. [01:56:56] S0: Yeah. The day party market. [01:56:58] S1: The Amman taking you around the the hotel property. Well, thank you so much for coming on the show. Fantastic. Here's congratulations. And we'll talk to Incredible. You We appreciate what [01:57:08] S2: you Thank you so much. Really appreciate it.
01:57:08 · Byron Boots, John Coogan, Jordi Hays, Ben Thompson
[01:57:08] S2: you Thank you so much. Really appreciate it. [01:57:10] S1: Have a great We'll talk to you soon. Goodbye. Let me tell you about Console. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets. There's a scoop. There's a scoop on the timeline. Perplexity is quietly building an AI coding tool that takes on clogged code and cursor and codex potentially. It's meant to build software end to end. The tool is being internally used for now under the code name teammate. Perplexity has been sort of bouncing around from different so Steve Who here says, what happened to the Bloomberg terminal killer? They were working on that for a while. Then they launched Bloomberg Computer, which was sort of a computer use agent and and saw incredible growth. Like, you saw the ARR numbers went way up. It's I it it feels like one of those examples of a company that, people were [01:58:05] S0: sort [01:58:06] S1: of Yeah. [01:58:06] S0: Think one of the challenges And then all [01:58:08] S1: of a sudden there's some new good news. [01:58:09] S0: Perplexity has a ton of revenue. Yeah. They're taking a ton of shots on goal. Yeah. Just like every other company, to be clear. But I think the difference is that Perplexity doesn't have a product that's being used heavily by tech insiders. [01:58:24] S8: Mhmm.
01:58:24 · Ben Thompson, Jordi Hays, John Coogan
[01:58:24] S8: Mhmm. [01:58:24] S0: And so people just see them as, like, running around with, like, they they it feels like they don't have something, like, that's a hit in enterprise that they can fall back on while they keep taking shots at some of these more Sure. Enterprise y products. Yeah. And so, yeah. It's interesting. I I deals like [01:58:44] S1: it's prints. Remember they they fired up the Perplexity Investment Fund investing in other startups? [01:58:51] S0: I don't know what they invested in. [01:58:52] S1: I don't know what they invested in. But But it [01:58:53] S0: but he has he has good access. [01:58:55] S1: It's possible everything in that fund is just, on fire because the market is doing so well. So many companies are getting marked up, but that could be, a pretty interesting portfolio to dig into at [01:59:06] S0: I some think that this is more this teammate makes me think that it's maybe something else, but I could see them seeing Lovables growth and having a lot of overlap And rapport too. In Raplid and saying like, hey. We wanna make, you know, we yeah. We wanna make it a more consumer Totally. Leaning product. I I I think it'll be hard to really get a foothold. [01:59:27] S1: They are more adjacent than you think. You go to Perplexity to look up some information. You get nice, you know, UI design on the responses. [01:59:35] S0: They have the Joe Rogan partnership, which seems like it's crushing. [01:59:38] S1: Lewis Hamilton. [01:59:39] S0: And they and Joe can be like, hey, Jamie, build me a build me a new CRM during the show.
01:59:39 · Jordi Hays, John Coogan, Will Mayer, Tyler
[01:59:39] S0: And they and Joe can be like, hey, Jamie, build me a build me a new CRM during the show. [01:59:44] S1: I don't think j j Jorgens has any interest in a CRM. I don't think he's in the market. I think he does everything every text message, and you have to be invited. So I mean, you know if you're gonna be on the show. [01:59:55] S7: Before we [01:59:55] S0: have our next guest [01:59:56] S1: Yes. [01:59:56] S0: Grok four five That's right. Is out. Is out. [02:00:00] S1: It's got some reviews. [02:00:01] S0: It's looking good on the [02:00:03] S1: goes. I wonder how does Michael Truell have a SpaceX AI badge yet? Is the Cursor team involved in this heavily? Because I know they were doing some consulting work while the deal closed. Of course, the deal was announced, but they still have to go through post merger integration. I wonder how deep that team was integrated, but, excited to check [02:00:23] S0: it out. Still gonna be running under the Cursor umbrella for a long time. Sure. I think it's much easier to sell Cursor through the enterprise [02:00:29] S1: Yeah. [02:00:29] S0: Than [02:00:30] S1: And they have Composer, separate model, but [02:00:32] S0: So GROC's Yeah. [02:00:33] S5: Cursor did say that we've partnered with SpaceX AI to train GROC [02:00:36] S1: for training. [02:00:36] S7: Okay. So [02:00:37] S5: I think that there was a lot of