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Dream Machines: Physical AI, Robotics, Being Human

Dream Machines: Physical AI, Robotics, Being Human

By: with Evan Helda
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Dream Machines is a podcast & newsletter exploring physical AI, robotics, and the future of the human experience. These new tools unlocking human potential in ways we can barely imagine. But they're also going to challenge everything we know about the human experience — our sense of self, of reality, of each other. Which is why Dream Machines isn’t just about where technology is going—it's about where it’s taking us.... Dream Machines is hosted by Evan Helda: a writer and technologist who has been at the forefront of spatial computing for the past 9 years. He's currently the Head of Physical AI & Robotics at Nebius, of the world's leading AI clouds.

www.dreammachines.aiEvan Helda
Economics Leadership Management & Leadership
Episodes
  • The Human Psyche in the Machine Age w/ Glen Slater
    Oct 4 2026

    If you’re like me, you can love technology and still worry about what it’s doing to us.

    If that tension feels familiar, this episode is for you.

    Today’s guest is Glen Slater, a Jungian psychologist and the author of Jung vs. Borg (as in cyborg).

    This book completely blew my mind. It’s officially the most highlighted book in my Kindle.

    It explores what increasingly feels like an inevitable trajectory: the deeper merging of human beings and machines, and what happens to the psyche as more of our attention, identity, and inner lives become mediated by technology.

    On one hand, it’s one of the more unsettling books I’ve read. On the other, it’s one of the more hopeful, because Glen lays out a path for preserving the best parts of the human experience while using technology to expand consciousness (rather than diminish it).

    In this conversation, we get into:

    * What Jungian psychology can teach us about the digital age

    * Why technology may be disrupting our “inner ecology”; meaning, emotion, imagination, embodiment, and self-knowledge

    * Why technology is not neutral and how the tools we build can ultimately reshape us

    * The myth of progress and why technological advancement alone does not guarantee human advancement

    * Why embodiment may be essential to consciousness

    * Whether AI itself could help us become more self-aware

    This ended up being one of the most thought-provoking conversations I’ve had.

    You’ll leave with a few potential answers to the core question we explore here on Dream Machines: how do we keep advancing technologically without losing the most nourishing parts of the human experience?

    A thread we’ll continue to pull, together.

    So with that, enjoy my conversation with Glen Slater.

    --

    Today’s episode is brought to you by… Bifrost.AI

    Bifrost is a leading simulation and evaluation platform for Physical AI.

    It helps robotics teams build high-fidelity simulations, test models against the edge cases that are hard to capture in the real world, and generate perfectly labeled synthetic data along the way.

    If you’re building robots and want to understand where your model fails before it reaches the field, visit bifrost.ai.



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dreammachines.ai
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    1 hr and 40 mins
  • World Models: From Pixels to Physics w/ SpAItial CEO Matthias Niessner
    Aug 21 2026

    World models have become one of the most hyped frontiers in AI — and for good reason. The technology is reaching a tipping point, it’s attracting some of the world’s best AI talent, and many believe world models could be the unlock for both AGI and general-purpose robotics.

    But ask five people what a “world model” actually is, and you’ll probably get five different answers.

    That’s because there isn’t one approach. There’s a whole spectrum of world models being built today, each trying to understand and simulate the physical world in a different way.

    To cut through the ambiguity, I sat down with Matthias Niessner, CEO of SpAItial, a London + Munich-based startup building one of the leading world models for physical AI.

    In this episode, we cover:

    The spectrum of world models — from pixel-first video models, to 3D spatial representations, to systems that learn physics and cause-and-effect in latent space.

    Why video models may be hitting a wall — particularly around spatial consistency, long time horizons, and real-time interaction.

    How world models are actually trained — including the role of massive video datasets, data curation, multimodal signals, and learned representations.

    “Looks right” vs. “behaves right” — and why generating a photorealistic world is very different from generating one that behaves according to real physics.

    Why 3D consistency matters — and why a world that changes as you move through it isn’t really a persistent model of the world.

    How physics enters the picture — from relatively simple rigid-body dynamics to far harder problems like fluids, deformation, and objects shattering.

    The limits of video game data — and why learning from existing physics engines can only get you so close to reality.

    World models for robotics simulation — including a future where a photo of a home, factory, or workspace can become a training environment for a robot.

    Closing the sim-to-real gap — and why increasingly realistic learned simulations could fundamentally change how robots are trained.

    The path to general-purpose robotics — and how better models of the physical world could accelerate the arrival of machines that can operate reliably almost anywhere.

    I learned a ton in this episode — and walked away even more optimistic about how quickly we may be approaching general-purpose robotics.

    So with that, I bring you Matthias Niessner.



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dreammachines.ai
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    58 mins
  • The 3D Content Problem, Virtual Worlds, and Robotic Simulation w/ Will McDonald
    May 17 2026

    Today’s guest is Will McDonald, co-founder and Chief Product Officer of Miris.

    Miris is rethinking how high-fidelity 3D content gets delivered at scale. Their thesis: the future of 3D depends entirely on simplifying distribution.

    In that vein… we talk about why pixel streaming falls short, how Miris uses volumetric data instead, and why that matters for everything from e-commerce and gaming to robotics and simulation.

    Will and I worked together for many years at AWS, so we also dive into lessons learned from Amazon’s customer obsessed culture, what it gets right, and experience of going from big tech back into startups.

    If you care about spatial computing and simulation, and where the 3D internet is heading, this one’s worth the time.

    With that I bring you, Will McDonald.



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dreammachines.ai
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    1 hr and 31 mins
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