Research / Topics
Autonomy / Physical AI
Silicon and models for vehicles and robots. Rivian, Qualcomm automotive, LiDAR and vision transformers.
10 posts
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2026
- An Interview with Nvidia's Deepu Talla About Physical AI and Robotics
Industrial businesses orchestrating across embodied & digital agents, world models, hybrid edge-cloud & "phone a friend," Nvidia Mega, Newton physics engine, Jetson Thor & Orin, the 10-second mark
- An Interview with Rivian’s Mukund Chavan About RAP1
Rivian designed its own autonomy SoC. Why?
- The Nvidia Business Hiding in Plain Sight
And it's bigger than Wall Street thinks
- Why LIDAR Is Consolidating Now
Innoviz CEO Omer Keilaf on the L4 Gold Rush, the L3 Unlock, and Why the Music Has Stopped
- LiDAR, Explained: How It Works and Why It Matters
Autonomy, 905nm vs 1550nm, ToF vs FMCW, market dynamics, and more.
2025
- Rivian's Silicon & Physical AI
Silicon everywhere, autonomy, GPUs, product experience, Rivian’s multibillion-dollar CapEx bet, and more
- Thinking Bots + Nvidia’s Robotics Play
Vision Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)
- Qualcomm Automotive Primer
Qualcomm’s Next S-Curve?
- Robots That See, Part 1: The Evolution of Computer Vision
Computer Vision, ConvNets, MNIST, ImageNet, AlexNet, Yann LeCunn, Fei-Fei Li
