Scale AI

The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied Intuition

Apr 27, 2026 · 1:14:07

Applied Intuition co-founders Peter Ludwig and Qasar Younis argue that the real bottleneck in physical AI is deploying intelligence onto constrained hardware, not model intelligence itself. Their $15B company builds simulation, operating systems, and AI models for autonomous trucks, mining equipment, and defense systems. Starting as YC-era tooling for robotaxis, they now offer 30+ products across simulation & RL infrastructure, vehicle operating systems, and autonomy models. They compare fragmented vehicle software to pre-Android phones, and their OS enables reliable updates and L4 driverless operations (trucks running in Japan today). Verification uses statistical nines of reliability, and they internally adopt coding agents like Cursor and Claude Code. They hire 1,000 engineers at the hardware-software boundary.

[Paper Club] Who Validates the Validators? Aligning LLM-Judges with Humans (w/ Eugene Yan)

Sep 28, 2024 · 1:00:55

Eugene Yan presents the paper 'Who Validates the Validators? Aligning LLM-Judges with Humans' by Shreya Shankar, introducing EvalGen, a framework that helps developers iteratively align LLM evaluators with human labels by grading outputs, refining criteria, and tracking coverage (recall) and false failure rate (1−precision). Yan demonstrates his own prototype 'Label', which forces users to label 20 samples before unlocking evaluation mode and 50 samples plus one evaluation run before optimization, gamifying the alignment loop. The discussion covers binary vs. pairwise evaluation, the subjectivity of criteria, and Shreya Shankar's plans to integrate natural language feedback into EvalGen's next version. Yan advocates that labeling data is essential before deploying LLM evaluators in production, turning the process into prompt fine-tuning rather than vibe checks.

The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert

Jan 11, 2024 · 1:35:27

Dr. Nathan Lambert traces the origin and future of Reinforcement Learning from Human Feedback (RLHF), the secret ingredient behind ChatGPT, explaining how it evolved from robotics and early preference learning to become the core alignment technique for large language models. He details the three-phase process (instruction tuning, preference data collection, RL optimization), noting that RLHF's data costs for LLaMA2 were around $6–8 million, and that synthetic data from GPT-4 is cheaper and often more accurate than human labels. Lambert contrasts DPO with PPO, arguing DPO is simpler but may have lower peak performance. He discusses emerging methods like Constitutional AI, which uses AI-generated critiques based on principles, and highlights the challenge of evaluating RLHF models, noting GPT-4 Turbo's lead over earlier versions. The episode covers open questions about data aggregation, reward model agreement (65–75%), and the need for qualitative model interaction.