Peter Caster: The AI Model Is Only 1% of the Real Problem
Applied Intuition’s Peter Caster reveals why the AI model is just 1% of building robust physical AI, simplifying complex safety-critical systems with Dana.
The Nvidia of Physical AI: Inside Applied Intuition's $15B Business
With Patrick O'Shaughnessy, Kensho S., Peter Caster · Sunday, August 2, 2026
This episode explores the transformative field of physical AI, differentiating it from digital AI and highlighting its immense market potential. Guests Kensho S. and Peter Caster, leaders at Applied Intuition, detail their company's unique horizontal business model, product evolution (from tools to the new Dana platform), and strategic approach to competition and capital, aiming to intelligentize a billion machines globally.
Applied Intuition: Go Horizontal, Build Portable Physical AI
Kensho S. and Peter Caster of Applied Intuition reveal how their horizontal approach, like Nvidia's, delivered financial stability and smart product evolution for physical AI.
Kensho S.: The Default Startup Failure Is Being 2 Years Too Early
Applied Intuition co-founder Kensho S. shares his 'Timing is Everything' rule: why building too early burns capital, and how to intentionally time your market entry.