At @spc, we are trying to reconcile two things: 1. We have never seen technological progress this rapid or fundamental. Nothing seems impossible. 2. Capital is flowing to consensus teams, in consensus markets, and with consensus terms. So we’re running a new experiment: $200K, uncapped, to a handful of unapologetically maximalist thinkers who want to try a truly out-there idea.

"The problem you're working on right now is always the hardest. But also the most interesting." @Dmitri_Dolgov has spent his career on a problem most people said would take 5 years. It's been almost 20. Stanford DARPA team. Founding member of Google's self-driving project. Co-CEO of @Waymo. When he started, self-driving was still an open question. The jump from making it work to making it safe enough for the real world felt enormous. At @SPC, he talked to me and @rsanghvi about the 2009 milestones that had nothing to do with building a product. The goal was to learn. Full conversation at SPC out now. (00:32) The First Time Waymo Felt Real (03:39) How a Fleet of Waymos Coordinates (07:47 How People Change the Way They Travel With Waymo (12:51) How Waymo Started: Understanding the Problem Before Building a Product (14:58) Inside Waymo’s AI System: Driver, Simulator, and Critic (22:00) How Waymo Adopts New AI Breakthroughs Without Breaking the Product (27:02) Why the Last 1% of Autonomous Driving Is So Hard (25:16) Where Startups Should Build in Physical AI (44:30) Can the Waymo Driver Become a General Physical AI Agent?

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