The a16z Show
The a16z Show
Andreessen Horowitz
Why Physical AI Is the Next Frontier | Applied Intuition
1 hour 20 minutes Posted Jul 21, 2026 at 3:00 pm.
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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.
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.
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.