Qasar Younis

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851 appearances 1 recordings 1 series first heard Jul 2026 last heard 21 Jul

Qasar Younis’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The a16z Show · Why Physical AI Is the Next Frontier | Applied Intuition · 21 Jul 2026 podcast

And I think if you fast forward another 10, 20 years, even the manufacturers themselves as a customer base will be a small amount.

I think that mission, just keep thinking of a billion machines becoming intelligent,

And you think about all the types of machines that exist.

Automotive is just an easy one.

I think it sticks in people's heads because we all drive cars and it's a big market.

But I think it'll be a minority of the business.

I think it'll be increasingly a minority of the business.

But that doesn't necessarily mean it'll be small.

Automotive is still huge.

Just as a part of the globe's GDP, automotive is something like 3% of all GDP.

I think the way we always think about it is you try to get to your mission

Initially, the manufacturers were the distribution to that intelligence to consumers.

But then you start working in defense and you start working in construction and mining and agriculture.

And suddenly the manufacturers are important, but maybe the mining operator is actually really important or the Department of War is really important.

And suddenly they become customers and all of those are customers of ours as well.

I think both.

The thing that you have to remember is, like, you take, like, a haulage system that's in a port, like a Kamatsu dirt mover in a mine.

Those are made for 20, 25 years.

So the buyers of those products, they might not have gotten their full cycle ROI on them.

So they're not immediately going to buy something new, no matter how much better it is.

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