Lukas Biewald

Alex Kendall × Lukas Biewald

Wayve’s decade-long contrarian bet is that autonomous driving scales through one general-purpose AI driver, not fleets dependent on HD maps, retrofit sensors, and infrastructure.Kendall began with $1.5 million while the industry pursued an “AV 1.0” paradigm he says required $100 billion-plus; Wayve’s resulting model is now “capable of driving any vehicle anywhere,” though it…

Lukas Biewald × Nikolaus West

Robotic manipulation is moving from “impossible” to “boring,” with vendors deploying tens to 100 robots for learning-based pick-and-place in manufacturing, though scale remains limited.Rerun treats physical data as multimodal, multirate, and episodic, distributing an open-source viewer while monetizing cloud infrastructure for the record-curate-train loop.Consumer reliability, weak benchmarks, and imperfect simulation leave robustness, self-correction, and scalable data economics as key watchpoints.

Lukas Biewald × Captain Jon Haase

Navy mine-hunting AI shows edge integration, not model performance, is the deployment bottleneck.Cyber hardening can turn a 10% modification into a 90% redesign, making reliability, sustainment, acquisition expertise, and human-centered agent integration durable sources of advantage over the next 5 to 10 years.