Astrid Wilde: A Bright AI & Robotics Future

This was one of my favorite conversations so far this year.

Astrid is the founder of Inheritance HQ. According to its website, the company “transforms observation into training data that robots and world models can learn from at scale, enabling capability to compound instead of restart with every newembodiment.”

Don’t worry if you didn’t understand a word from that sentence. I didn’t either. Which is why I wanted to interview Astrid.We’re deeply curious (and bullish) about Physical AI and the Robotics thematic at MO over the next 18-24 months. However, I only had “outside” knowledge of the theme. In other words, I digested a bunch of bullish Big Investment Bank reports, but still craved the “boots on the ground” primary contact to pressure-test these assumptions.

Astrid is that guy.

Besides founding a Physical AI/robotics data company, Astrid is a great public markets investor. We spend a lot of time exploring his investment process, why doing less hasequaled more (read: higher returns), and how Astrid cultivated a strong network of people to feed him ideas.

Please note that NONE OF THIS IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE AN IDIOT IF YOU THINK ANY OF THIS IS INVESTMENT ADVICE.

DO YOUR OWN WORK AND CONSULT A PROFESSIONAL BEFORE PUTTING ANY CAPITAL AT RISK.