Cheeky Pint

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.

Timestamps

(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

Greg Brockman—OpenAI cofounder and Stripe's first engineer—joins John Collison to talk about research-driven product development, an early moment he thought OpenAI was doomed, S curves in AI advancement, and energy bottlenecks.

Timestamps

(00:00) Intro

(02:51) Was OpenAI the first company to take the scaling hypothesis seriously? 

(04:53) Lessons from Dota about deep learning 

(08:08) What is a good new Turing test?

(08:57) Personalization in AI 

(09:57) Research-driven product development

(10:26) An early moment OpenAI felt doomed 

(15:01) OS limits on AI product development

(17:59) When will AI make novel advancements in math or science?

(20:03) Energy bottlenecks

(22:30) S curves in AI advancement 

(24:00) AI coding 

(26:25) Refactoring as a killer AI use case

(27:26) How OpenAI decides what products to built

(28:53) Growing up in North Dakota

(30:17) How far away is AGI?

Susan Li of Meta—the youngest chief financial officer of a Fortune 100 company—joins John Collison to talk about capital allocation, managing investors, and how Mark Zuckerberg has changed over the 17 years of working together.

Timestamps

(00:00) Intro

(01:20) Early education and career

(02:15) Lessons from Michael Grimes at Morgan Stanley

(03:12) Leadership traits and succession planning at Meta

(06:05) Mark Zuckerberg’s leadership and culture of feedback

(09:06) Financial forecasting and capital allocation

(14:18) ROI on Meta’s portfolio of bets

(15:05) Investor sentiment in 2022

(17:49) The story behind the “free cash flow” hats

(18:58) CapEx trends in the AI era

(21:48) A memorable earnings call

(24:16) Challenges of allocating compute vs headcount budgets 

(26:55) AI’s impact on productivity and operations

John sits down with founders and builders over a pint—Greg Brockman (cofounder of OpenAI), Susan Li (chief financial officer at Meta), Kyle Vogt (founder of The Bot Company and cofounder of Twitch and Cruise), and Pieter Levels (indie hacker).

Watch Cheeky Pint on YouTube: https://youtube.com/@stripe.