Uploaded June 2025 | Updated September 2026, 1 week ago

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The Bot Company founder and CEO Kyle Vogt—who also cofounded Twitch and Cruise—joins John Collison to talk about applying AI to home robots, the similarities between robotics and self-driving, and why the next $100 billion company will have fewer than 100 people.

Full transcript on Substack: substack.com/@cheekypint/note/p-169233872

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Key moments
00:00 Intro
00:38 The Bot Company pitch
02:05 Single-task vs. multi-task robots
04:27 What is the Turing test for robotics?
05:52 Why this time is different for home robots
08:42 The last mile in robotics and self-driving
09:47 Viral demos and hype cycles
10:38 Commercializing frontier tech
13:06 Self-driving CapEx
14:15 Regulatory hurdles
16:18 Tesla vs. Waymo
19:21 Why Kyle regrets selling Cruise
21:39 The next $100 billion company