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Robots Don't Need More Compute. They Need This.

Encord is building the AI-native data infrastructure for physical AI and robotics, helping the world's top AI teams create, manage, annotate, and evaluate the data that goes into their models. The company just announced a $60 million Series C led by Wellington Management. In this episode of Founder Firesides, co-founders Eric and Ulrik sat down with YC's Nicolas Dessaigne to talk about building a data infrastructure company before ChatGPT made AI a hot category, why physical AI is the next frontier but needs a fundamentally different approach to data than LLMs, and how they're opening an R&D facility in the Bay Area where robotics companies can bring their own hardware and collect the training data they need to get to market.

Nicolas DessaignehostUlrik WaageguestEric Landauguest
Apr 30, 202618mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
April 30, 2026
Duration
18m
Channel
YC Root Access
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

Encord is building the AI-native data infrastructure for physical AI and robotics, helping the world's top AI teams create, manage, annotate, and evaluate the data that goes into their models. The company just announced a $60 million Series C led by Wellington Management. In this episode of Founder Firesides, co-founders Eric and Ulrik sat down with YC's Nicolas Dessaigne to talk about building a data infrastructure company before ChatGPT made AI a hot category, why physical AI is the next frontier but needs a fundamentally different approach to data than LLMs, and how they're opening an R&D facility in the Bay Area where robotics companies can bring their own hardware and collect the training data they need to get to market.

SPEAKERS

  • Nicolas Dessaigne

    host

    Partner at Y Combinator and host of YC Root Access.

  • Ulrik Waage

    guest

    Co-founder of Encord, working on data infrastructure for physical AI/robotics.

  • Eric Landau

    guest

    Co-founder (and CEO) of Encord, focused on scaling data infrastructure for physical AI and robotics.

EPISODE SUMMARY

In this episode of YC Root Access, featuring Nicolas Dessaigne and Ulrik Waage, Robots Don't Need More Compute. They Need This. explores encord’s bet: physical AI progress hinges on better data pipelines Encord positions itself as an AI-native “universal data layer” that helps physical AI teams ensure the right data enters model training and the wrong data stays out.

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