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Feb 2025
38m 14s

Building Hard Tech in Hard Markets: Kyle...

Conviction
About this episode

Kyle Vogt joins Sarah and Elad on this week’s episode of No Priors. A serial entrepreneur, Kyle co-founded Twitch, transforming live streaming, and later Cruise, the autonomous vehicle company acquired by GM for $1 billion. Now he’s taking on AI-powered home robotics with The Bot Company. In this episode, Kyle shares his journey building transformative tech companies, the challenges of scaling autonomous systems, and why he believes home robots are the next frontier. They also discuss the parallels between AVs and robotics, overcoming consumer skepticism, US vs. China manufacturing, and the policies needed to foster a competitive robotics industry.


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Show Notes: 

0:00 Introduction

0:29 Founding Cruise 

3:12 Tesla vs. Waymo approach

4:44 Scaling autonomous vehicles

10:03 The Bot Company 

16:35 Deploying  robots in the home

17:56 Parallels between robots and AV markets

20:51 Personifying robots and overcoming consumer skepticism

25:00 Timeline on consumer robots

26:47 Chinese vs. US manufacturing 

29:15 Fostering a competitive domestic robotics industry

34:00 Lessons from Cruise & personal philosophies



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