In this conversation, Marc Andreessen and Erik Torenberg sit down with Applied Intuition cofounders Qasar Younis and Peter Ludwig to discuss the emergence of physical AI and the company's latest launch, Dana, a new platform designed to accelerate the development of autonomous systems. Applied Intuition has spent the past decade building the software that powers intelligent machines, from passenger vehicles and trucks to defense systems, mining equipment, and industrial robots. They explore autonomous vehicles, robotics, world models, simulation, AI infrastructure, and the engineering challenges of deploying intelligence safely in the physical world. Along the way, they discuss self-driving cars, humanoid robots, global competition, and why lowering the barrier to building physical AI could unlock an entirely new generation of products and companies. Timestamps: 00:00 - Intro 01:07 - What Applied Intuition Actually Does 03:32 - Beyond Automotive: How Big Is Physical AI? 05:33 - Why Autonomy Changes What Machines Look Like 19:20 - Selling to Legacy Automakers & the GM Culture 33:10 - The State of Self-Driving Cars in 2025 42:22 - Long-Haul Trucking, Mining & Why Nobody Wants Those Jobs 49:53 - Introducing Dana: Autonomy for High Schoolers 56:47 - What Comes Next: Humanoids, Home Bots & the Long Tail Resources: Follow Qasar Younis on X: https://x.com/qasar Follow Peter Ludwig on LinkedIn: https://www.linkedin.com/in/peterwludwig/ Follow Marc Andreessen on X: https://x.com/pmarca Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X:https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host:https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosure.