Listen to the full podcast: https://bit.ly/SKMPHELDA
Physical AI isn't a trend, it's the convergence of everything that came before it: computer vision, spatial computing, simulation, and now generative models building entire digital worlds to train robots that will fix the healthcare shortage, staff the manufacturing gap, and maybe lower the cost of your groceries. Evan Helda, Head of Physical AI at Nebius, breaks down exactly what's in the tech stack, why VR's failure was actually the dress rehearsal for the robotics revolution, and why the real battleground right now isn't the models, it's culture. In the US, AI polling is tanking while China embraces it. One generation got TikTok instead of a college experience, and now they're booing the lifeboats. The way out, Evan argues, isn't propaganda, it's better stories. And maybe, with AI finally able to help everyone become their own Eiichiro Oda, those stories are coming.
Follow Evan:
Instagram: https://www.instagram.com/evanhelda/
Substack: https://substack.com/@dreammachinesai
00:30 Final Words
00:41 Fatherhood Changes You
03:16 Death of the Fathe
06:07 The Force Multiplier
09:44 Why Evan Left AWS
11:47 Founder Mode at Nebius
15:32 Defining Physical AI
17:14 The Five-Layer Stack
22:17 Physical AI Economics
24:25 AI's Cultural Backlash
28:30 Forward-Deployed Builders
30:54 West vs. China on AI
35:43 Technology Is Deflationary
40:46 The Science of Awe
45:07 One Piece Deep Dive
50:16 AI Unlocks the Oda in You
54:44 Helping Dad Mine Lithium
57:22 Science Fiction & Blocks
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