Training Data

Two years after its founding, Stark has roughly 700 employees and strike drones in the field in Ukraine. CEO Uwe Horstmann and CTO Johannes Schaback argue that the real lesson of that war is not any single weapon: the innovation ecosystem behind it is the wonder weapon. They explain why Stark designs every system for mass manufacturing from day one, runs 10 to 15 programs like a venture portfolio, and views the staff sergeant who operates a system as just as important as the general who buys it. Johannes recounts the publicly reported failed trial that became a forging moment, as engineers worked around the clock at a freezing test range until they landed three consecutive hits. They discuss NATO’s principles of responsible AI use and the hard-coded constraints in Stark’s autonomy stack. And Uwe lays out his next big idea: defense contracts structured like cloud contracts with surge capacity built in, so production itself becomes deterrence.

Hosted by Pat Grady and Luciana Lixandru, Sequoia Capital

Chapters

0:00 – Introduction

1:03 – Billions in contracts in 18 months: Stark's four-part playbook

2:28 – The staff sergeant matters as much as the general, and wood beats plastic

7:42 – Why Europe is ready for a neo prime, and why procurement reform will last

11:45 – Startup DNA, venture-style programs, and "as complex as a washing machine"

16:27 – Born out of fire: the failed trial and the round-the-clock comeback

21:13 – Where Stark finds talent, and why defense is no longer off-limits

23:48 – Anatomy of a strike, from the wooden crate to the kill zone

27:22 – Vertical integration, multiple domains, and shifting left on manufacturing

32:53 – After the Hugging Face hack: guardrails on autonomous weapons

35:56 – Matching the primes on R&D and scaling to 700 people in two years

39:24 – Deterrence by contract, and Europe's next chapter with the US

Robotics never got the internet's gift of free training data, so someone has to manufacture it. Josh Gao, founder and CEO of Mecka AI, runs one of the largest robot data factories, and he explains what that actually involves: custom baseball caps and tactile gloves because nothing off the shelf captures force, 100-gigabit upload lines to move hundreds of petabytes, and custom quality gates. Josh lays out the training recipe the industry is converging on (roughly a million hours of egocentric human data, tens of thousands of hours of robot data, and a few hours of in-domain teleop ) and why tactile and simulation data still have to enter the "data pot of soup." He argues the field is still orders of magnitude behind Tesla's FSD, which spent a decade on two degrees of freedom while a robot hand has dozens. His take: there won't be a single GPT-3 moment for robotics, but a steady unlock of commercial tasks, starting with constrained industrial work and ending, he hopes, with robots mining asteroids.

Hosted by Sonya Huang, Sequoia Capital

0:00 – Introduction

1:46 – What Mecka is: pixels, actions and logic

2:45 – Is robot data economically feasible without the internet?

4:15 – Teaching robots about carbon life

5:27 – Cloud kitchens, stablecoins and the path to robotics

7:03 – Entering robotics with a fresh lens

8:45 – What egocentric data is and why Mecka bet on it

10:09 – The first pilot: aunties and uncles with a mobile app

10:42 – Force data and tactile gloves

11:55 – Inside the operations of a data factory

14:41 – Heat-mapping the taxonomy of human work

15:42 – Quality gates, fraud and the McDonald’s POV videos

17:44 – Earning a margin as a data intermediary

19:33 – Millions of hours vs. Tesla’s decade

20:55 – Why it isn’t binary: unlocking commercial tasks along the way

22:02 – Home data is plentiful; home robots are the hardest

23:24 – Useful robots can be deployed today

24:35 – When robotics gets an FSD-style flywheel

26:42 – Deployment diffusion and the modern systems integrator

28:21 – Favorite vertical robot categories; mining an asteroid

30:08 – The hardware slate: Waymo-fying people

30:55 – EgoVerse

32:04 – The data pot of soup: the converged training mix

33:54 – Move 37 for robotics: AlphaGo and Federer

36:02 – World models and the training mix

36:58 – Will scaling the current mix get us to the promised land?

39:05 – Will the AGI labs steamroll robotics?

40:50 – Sci-fi roots and the Kawasaki Corleo

42:44 – How many robots in a decade?

David Silver spent two years building AlphaGo on human data. When he removed human data altogether building AlphaGo Zero, the AI surpassed AlphaGo in under two days. He left DeepMind to run that same bet in pursuit of superintelligence. David and Lasse Espeholt, co-founders of Ineffable Intelligence, explain their plan to build a “superlearner”—an agent that starts knowing nothing and discovers science, mathematics, and language for itself by direct experience instead of through a pre-training run. Silver argues that human-language reasoning is a ceiling, not a foundation, that alignment via chain-of-thought monitoring is already reaching its limits, and that the science of how superintelligences coexist should be worked out in simulation before anything touches the real world. Espeholt describes the GPU cluster and the lineage from IMPALA and SEED RL that makes the experiment possible. Silver’s forecast: strong evidence within a year, superintelligence in three.

Hosted by Sonya Huang, Sequoia Capital

0:00 – Introduction

1:09 – What held true from Go to today, and what the LLM era changed

3:35 – Why leave DeepMind to start a new lab

5:58 – Why "Ineffable" (and the secret second reason)

7:03 – Lasse's path: scaling RL at DeepMind and Google Brain

9:31 – Defining a super learner and first contact

12:35 – Super learners vs. LLMs that make discoveries

13:59 – Day to day: the RL stack, crucibles and human-journey milestones

16:13 – Don't breadcrumb the objective: simple rewards, emergent complexity

21:16 – What a crucible looks like

24:14 – Go: one agent is boring, two is infinite

25:41 – Will agents rediscover language?

27:22 – Removing human priors: AlphaGo to AlphaZero

32:05 – Keeping human bias out of the crucibles

33:35 – Confidence, timing and super forecasting

36:24 – Is compute the driver?

38:13 – The ceiling on simulation and Rich Sutton's objection

43:44 – Alignment and the science of superintelligence

47:45 – Monitoring agents that don't think in English

51:01 – Pacing the frontier

52:54 – The compute setup: Vera Rubin on GCP

55:18 – Training, inference, simulation and RL scaling laws

57:40 – IMPALA and SEED RL

1:00:58 – 20 people and the compute-per-person ratio

1:04:49 – A research-led culture

1:05:47 – Predictions

At 100,000-accelerator scale, something fails multiple times an hour, which is why Google's Chief Technologist for AI Infrastructure Amin Vahdat thinks FLOPS is a vanity metric. The metric that matters is what he calls goodput: the useful work a workload actually delivers through real failures. Amin walks through the calculus that split the TPU line into 8i and 8t for the first time, why the TPU's core primitives haven't changed since v1, and how Google and DeepMind co-design in the same rooms, intercepting chip architectures mid-flight before tape-out. He explains why long-horizon agents are sending demand for CPUs and storage through the roof alongside accelerators, how optical circuit switches reroute light to a spare rack in milliseconds, and why Google would rather wait on a utility than build its own gigawatt. We also cover orbital data centers and the multi-megawatt rack of 2036.

Hosted by Sonya Huang, Sequoia Capital

0:00 – Introduction

1:47 – What makes a data center an AI data center

5:30 – Goodput, not FLOPS: holding yourself accountable when something fails every hour

11:52 – Doubling token capacity every six months, and where the gains actually come from

15:32 – The TPU bet: from a contrarian call in 2013 to splitting 8i and 8t

23:30 – The case for and against co-design

26:11 – Shoulder to shoulder with DeepMind: intercepting chips mid-flight

34:16 – Long-horizon agents change the shape of the data center

37:50 – Optical circuit switching and the state of networking

42:35 – Power is the binding constraint: utilities, gigawatts, and sizing a data center

49:23 – Training vs. serving clusters, seven-year-old TPUs, and open standards

58:29 – Orbital data centers and the supercomputer of 2036

Starting a company is hard. Reinventing your company for AI as a public company with quarterly earnings results is even harder. Aaron Levie has pulled off the transition with Box and offers hard-won advice for founders. The cofounder and CEO of Box argues the value isn't only in the model; it's in the bridge from a model's raw capability to the actual workflow inside a bank, a law firm, or a pharma company. That's the case for the application layer, and Box is building it: an agent harness tuned so tightly to its own file system, permissions, and search that it beats handing the raw API to Claude or ChatGPT on both accuracy and latency. Aaron explains why token subsidies from the labs can't last, why you want a model-agnostic company routing your tokens rather than the one selling them, and why coding diffused fast while the rest of knowledge work won't. (There's no "give us your GitHub" for a sales rep.) His prediction: within five years, 90% of enterprise tokens go to work no human user ever initiated.

Hosted by Sonya Huang, Sequoia Capital

0:00 – Introduction

1:55 – Are application companies the hottest neolabs?

6:56 – Will the labs move up the stack?

12:34 – Box and betting the company on AI

16:50 – Hero use cases: reading a million contracts and long-running agents

18:42 – Work slop: why AI code is embraced but AI content isn't

24:08 – Building Box's agentic harness and the evals that matter

27:23 – The state of the model race

29:25 – Open-weight model adoption in the enterprise

32:34 – Memory, continual learning, and what belongs in the weights

37:29 – Box Labs and systems of record in a world of agents

44:55 – Will chat be the dominant UI for enterprise AI?

48:00 – Why coding diffused fast and the rest of knowledge work hasn't

54:31 – Staying wired in, making a company AI-first, and what it takes to win