Brad reconnects with Ross Fubini, the two met as Netscape interns when being a nerd wasn't cool. Ross went on to accidentally make the most valuable introduction in Silicon Valley history, connecting Palantir's first employees, then built XYZ Venture Capital around the network that followed. They trade notes on what the browser wars actually teach us about the AI wars, why only 40 people in America know how to sell tech to the Pentagon, and whether OpenAI ends up like Netscape: world-changing, then gone.

Brad Porter sits down with Bilal Zuberi: MIT PhD, former Lux Capital GP, and the investor behind Applied Intuition, the most profitable physical AI company you've probably never heard of. They dig into why the smartest money is leaving mega-funds, what separates visionary founders from execution founders, and why the entire enterprise software market is smaller than most people think. Bilal makes the case that AI's real impact isn't in chatbots, it's in a physical world that's stayed dumb for decades.

Everyone says humanoid robots will win because the world was built for humans. But was it? Sequoia Capital partner Alfred Lin joins Cobot CEO Brad Porter for a conversation spanning their shared history, from the Zappos deal that almost convinced Amazon robots would never work, to why Alfred's father's journey from farmer to bank president is the best case for AI optimism. They dig into why the best robot form factor might not have hands at all, what the "ChatGPT moment" for robotics already is, and why every technology wave demands a combination of new hardware and software that we haven't yet seen on the consumer side for AI.

Sign up for exclusive insights from leaders in Physical AI and Robotics: https://cobot-deployed.com/RSS2