E175: Elon Musk: 10 Billion Humanoid Robots by 2040? w/NEA Partner Aaron Jacobson

In this interview, Aaron Jacobson discusses the future of humanoids, the challenges in scaling them, and the advancements needed in AI and robotics. He contrasts Elon Musk's optimistic predictions with the current realities of robotics, highlighting the difficulties in achieving robustness and general-purpose functionality. Jacobson also explores the value capture in open versus closed AI models, using Facebook's LLaMA as an example. Shifting gears, he delves into the growing cybersecurity landscape, attributing its expansion to increasing breaches and the emergence of new threat surfaces like AI and cloud environments, and emphasizes the importance of basic security measures like multi-factor authentication and least privilege access. Finally, he reflects on lessons learned from Catalyst and shares his investment approach at NEA, focusing on founders with relentlessness, competitiveness, and storytelling abilities, while also briefly touching on the evolution of the venture capital industry.