01:52:20 · John Coogan, Byron Boots, Jordi Hays
[01:52:20] S1: Sure. [01:52:21] S2: So this is everything from, kinetic payloads, like remote weapon stations, drones, EW. Sure. So it depends on what the the customer wants. We can help them integrate anything onto onto this vehicle. [01:52:34] S0: Dogs as a form factor. There's been a bunch of [01:52:38] S1: sort of creepy [01:52:39] S0: robot dogs. [01:52:40] S1: Or actual dogs. [01:52:41] S0: Well, we should get into real dogs. Yeah. But there's been a bunch of videos circulating recently. There was one maybe a week ago of of a robotic dog, and it seemed like they had solved, like, some of the recoil challenges. Do you think that's a like, how are you thinking about that form factor? Obviously, you guys are you're focused on something else, but I'm sure you understand the trade offs of both. I I can imagine, like, your product is much better for high range, know, situations where you need a lot of range. But but how do you think about it? [01:53:14] S2: Yeah. So so one of the reasons why we love this form factor is that it's first of all, large enough to put a serious payload on it. It can handle one to 2,000 pounds depending on what the configuration is. It's got wheels, so, you know, it has really good use of energy. Can drive it a 100 miles. So robot dogs are really cool too. So before I started Overland AI, was a professor running a lab where we worked on machine learning and robotics, and we had a bunch of robotic dogs in in the lab, and they're they're fun to work on. But I think wheeled vehicles are really the place where we can get, you know, the most You're
01:53:14 · Byron Boots, John Coogan
[01:53:14] S2: Yeah. So so one of the reasons why we love this form factor is that it's first of all, large enough to put a serious payload on it. It can handle one to 2,000 pounds depending on what the configuration is. It's got wheels, so, you know, it has really good use of energy. Can drive it a 100 miles. So robot dogs are really cool too. So before I started Overland AI, was a professor running a lab where we worked on machine learning and robotics, and we had a bunch of robotic dogs in in the lab, and they're they're fun to work on. But I think wheeled vehicles are really the place where we can get, you know, the most You're [01:53:52] S1: saying wheel is underrated and it doesn't need to be reinvented. That's Which what I'm [01:53:56] S2: is crazy. Yeah. I mean, so not only do you not need to reinvent a wheel, I mean, you have squishy tires, you can do things like drive up and down stairs and and do all sorts of stuff. [01:54:05] S1: So I never thought about how simple that is. You can just drive up the stairs if your tires are big enough. How big are the tires on the [01:54:11] S2: That's right. [01:54:11] S1: On that truck? [01:54:12] S2: I I think these are, like, 38 inch. So so pretty big.
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.