Mario Gabriele 🦊

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Mario Gabriele 🦊

Mario Gabriele 🦊

@mariogabriele

Founder of The Generalist. Partner at Hummingbird. Infinite games.

Katılım Mart 2015
112 Takip Edilen63K Takipçiler
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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
I spent 18 months researching @foundersfund. "No Rivals" is the result. A 35,000-word series, released over the next four weeks. It’s a product of extensive research, interviews with more than a dozen key figures, and a detailed analysis of previously undisclosed returns.
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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
Nobody learns a language by only studying grammar rules. You learn by hearing it and absorbing it until the pattern emerges on its own. @hausman_k says we make the same mistake with robots, trying to write down every rule they need to follow. But it has never worked. He explains it best.
Mario Gabriele 🦊@mariogabriele

@hausman_k is the co-founder and CEO of @physical_int, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - @brexHQ: The intelligent finance platform: brex.com/mario - @meetgranola: The app that might actually make you love meetings: granola.ai/mario Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
@hausman_k is the co-founder and CEO of @physical_int, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - @brexHQ: The intelligent finance platform: brex.com/mario - @meetgranola: The app that might actually make you love meetings: granola.ai/mario Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses
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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
@ZachBDell built a power company that changes shape depending on the state. In deregulated markets, @basepowerco sells retail electricity. In regulated markets, they build power plants for utilities. One technology stack delivered through two completely different business models. Zach calls it "megawatts as a service." Remarkable stuff.
Mario Gabriele 🦊@mariogabriele

For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs. The result is a grid that expanded but rarely improved. @ZachBDell, co-founder and CEO of @basepowerco, is building a different kind of power company. In our conversation, we explore: • How a failed college solar project and early energy experiments in India pulled Zach into the power industry • How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies • Base’s “make, move, store, sell” framework for thinking about the full power stack • How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @brexHQ: The intelligent finance platform: brex.com/mario (00:00) Introduction to Zach Dell and Base (09:31) Lessons from Phil Jackson on aligning talented teams (21:49) Justin’s strengths as a co-founder and how their partnership formed (30:55) Why Base became the obvious focus (41:44) How Base works in two market types (50:43) The Gen 2 hardware mistake and the lesson in risk management (58:45) How hiring at Base has evolved (1:06:29) Final meditations

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
Are batteries the single most important technology in American energy? According to @ZachBDell, yes. While batteries cannot generate electricity, they are able to: • charge on low-cost solar during the day • charge on low-cost wind at night • discharge when power prices are high Two-thirds of the American grid sits unused every single day. Batteries, Zach argues, are how we fix that.
Mario Gabriele 🦊@mariogabriele

For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs. The result is a grid that expanded but rarely improved. @ZachBDell, co-founder and CEO of @basepowerco, is building a different kind of power company. In our conversation, we explore: • How a failed college solar project and early energy experiments in India pulled Zach into the power industry • How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies • Base’s “make, move, store, sell” framework for thinking about the full power stack • How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @brexHQ: The intelligent finance platform: brex.com/mario (00:00) Introduction to Zach Dell and Base (09:31) Lessons from Phil Jackson on aligning talented teams (21:49) Justin’s strengths as a co-founder and how their partnership formed (30:55) Why Base became the obvious focus (41:44) How Base works in two market types (50:43) The Gen 2 hardware mistake and the lesson in risk management (58:45) How hiring at Base has evolved (1:06:29) Final meditations

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
@basepowerco gives you a battery and pays you to use it. The company installs a battery in homes, trades wholesale electricity while the grid runs, and passes that income back as lower monthly bills. @ZachBDell tells me this is just the beginning. Worth watching closely.
Mario Gabriele 🦊@mariogabriele

For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs. The result is a grid that expanded but rarely improved. @ZachBDell, co-founder and CEO of @basepowerco, is building a different kind of power company. In our conversation, we explore: • How a failed college solar project and early energy experiments in India pulled Zach into the power industry • How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies • Base’s “make, move, store, sell” framework for thinking about the full power stack • How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @brexHQ: The intelligent finance platform: brex.com/mario (00:00) Introduction to Zach Dell and Base (09:31) Lessons from Phil Jackson on aligning talented teams (21:49) Justin’s strengths as a co-founder and how their partnership formed (30:55) Why Base became the obvious focus (41:44) How Base works in two market types (50:43) The Gen 2 hardware mistake and the lesson in risk management (58:45) How hiring at Base has evolved (1:06:29) Final meditations

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
America has never had a power company worth rooting for. @ZachBDell thinks that's the greatest opportunity in business today, and he's building @basepowerco around a single conviction: do to energy what SpaceX did to aerospace and Anduril did to defense. Today, Base operates across all four parts of the power stack: make, move, store, and sell. They are not building a premium product for wealthy homeowners but are building grid infrastructure to make electricity more affordable and reliable for everybody. In this conversation, Zach makes the case that the energy industry's decades of stagnation aren't a warning sign; they're an invitation, and the company willing to go after the entire stack at once is the one that wins. Thank you to the partners who make this possible - @Granola: The app that might actually make you love meetings: granola.ai/mario - @brexHQ: The intelligent finance platform: brex.com/mario
Mario Gabriele 🦊@mariogabriele

For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs. The result is a grid that expanded but rarely improved. @ZachBDell, co-founder and CEO of @basepowerco, is building a different kind of power company. In our conversation, we explore: • How a failed college solar project and early energy experiments in India pulled Zach into the power industry • How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies • Base’s “make, move, store, sell” framework for thinking about the full power stack • How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @brexHQ: The intelligent finance platform: brex.com/mario (00:00) Introduction to Zach Dell and Base (09:31) Lessons from Phil Jackson on aligning talented teams (21:49) Justin’s strengths as a co-founder and how their partnership formed (30:55) Why Base became the obvious focus (41:44) How Base works in two market types (50:43) The Gen 2 hardware mistake and the lesson in risk management (58:45) How hiring at Base has evolved (1:06:29) Final meditations

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs. The result is a grid that expanded but rarely improved. @ZachBDell, co-founder and CEO of @basepowerco, is building a different kind of power company. In our conversation, we explore: • How a failed college solar project and early energy experiments in India pulled Zach into the power industry • How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies • Base’s “make, move, store, sell” framework for thinking about the full power stack • How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @brexHQ: The intelligent finance platform: brex.com/mario (00:00) Introduction to Zach Dell and Base (09:31) Lessons from Phil Jackson on aligning talented teams (21:49) Justin’s strengths as a co-founder and how their partnership formed (30:55) Why Base became the obvious focus (41:44) How Base works in two market types (50:43) The Gen 2 hardware mistake and the lesson in risk management (58:45) How hiring at Base has evolved (1:06:29) Final meditations
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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
Kona was built as an energy-based reasoning model, not attached to language. @evelovesolive, founder of @logic_int, shares how knowledge extrapolation emerged in just 16 million parameters, earlier than expected. Hear what it signals about reasoning beyond scale.
Mario Gabriele 🦊@mariogabriele

@evelovesolive is the co-founder and CEO of @logic_int, which is developing energy-based reasoning models (EBMs) as an alternative to large language models. She argues that LLMs, which operate by recognizing and recombining patterns within language space, are structurally incapable of genuine reasoning. In our conversation, we explore: • The $4 vs. $15,000 benchmark, and what it tells us about the cost of guessing vs. knowing • How Logical Intelligence showed spontaneous knowledge transfer at just 16M parameters • Why systems like chip design, surgical robotics, and power grids need more than probabilistic AI • How meeting Grigori Perelman as a teenager shaped Eve’s views on ego and ownership in science Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @withpersona: Trusted identity verification for any use case: withpersona.com/generalist Timestamps (00:00) Introduction (03:03) Eve’s encounter with Grigori Perelman (09:02) The manifold hypothesis and language (22:58) Spirituality and creativity (27:00) Theory vs. experiment (42:08) Energy-based models explained (48:01) AGI defined (58:09) Early investors in Logical Intelligence (1:03:42) Final meditations

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
The term AGI is widely used across research and industry. Its meaning, however, varies. In our discussion, @evelovesolive, CEO of @logic_int centers the concept on intelligent, adaptive systems that remain aligned with human intent.
Mario Gabriele 🦊@mariogabriele

@evelovesolive is the co-founder and CEO of @logic_int, which is developing energy-based reasoning models (EBMs) as an alternative to large language models. She argues that LLMs, which operate by recognizing and recombining patterns within language space, are structurally incapable of genuine reasoning. In our conversation, we explore: • The $4 vs. $15,000 benchmark, and what it tells us about the cost of guessing vs. knowing • How Logical Intelligence showed spontaneous knowledge transfer at just 16M parameters • Why systems like chip design, surgical robotics, and power grids need more than probabilistic AI • How meeting Grigori Perelman as a teenager shaped Eve’s views on ego and ownership in science Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @withpersona: Trusted identity verification for any use case: withpersona.com/generalist Timestamps (00:00) Introduction (03:03) Eve’s encounter with Grigori Perelman (09:02) The manifold hypothesis and language (22:58) Spirituality and creativity (27:00) Theory vs. experiment (42:08) Energy-based models explained (48:01) AGI defined (58:09) Early investors in Logical Intelligence (1:03:42) Final meditations

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Mario Gabriele 🦊
Mario Gabriele 🦊@mariogabriele·
In physics, elegant theories don’t always translate into real world results. @evelovesolive, founder of @logic_int, says progress depends on two things: the freedom to explore abstract ideas and the discipline to test them against reality.
Mario Gabriele 🦊@mariogabriele

@evelovesolive is the co-founder and CEO of @logic_int, which is developing energy-based reasoning models (EBMs) as an alternative to large language models. She argues that LLMs, which operate by recognizing and recombining patterns within language space, are structurally incapable of genuine reasoning. In our conversation, we explore: • The $4 vs. $15,000 benchmark, and what it tells us about the cost of guessing vs. knowing • How Logical Intelligence showed spontaneous knowledge transfer at just 16M parameters • Why systems like chip design, surgical robotics, and power grids need more than probabilistic AI • How meeting Grigori Perelman as a teenager shaped Eve’s views on ego and ownership in science Thank you to the partners who make this possible - @meetgranola: The app that might actually make you love meetings: granola.ai/mario - @withpersona: Trusted identity verification for any use case: withpersona.com/generalist Timestamps (00:00) Introduction (03:03) Eve’s encounter with Grigori Perelman (09:02) The manifold hypothesis and language (22:58) Spirituality and creativity (27:00) Theory vs. experiment (42:08) Energy-based models explained (48:01) AGI defined (58:09) Early investors in Logical Intelligence (1:03:42) Final meditations

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