The Hardware Bottleneck AI Can’t Fix
Hardware engineering is trapped in a pre-software era of slow, manual processes—where testing an aircraft can take days just to retrieve data from a hard drive, and a single failed rocket test can cost tens of millions. Jason Haack, CEO of Nominal, argues that the real bottleneck isn’t engineering talent or materials, but the absence of software-like tooling: observability, CI/CD, and real-time feedback loops. Nominal’s platform tackles this by managing the entire hardware data supply chain—from high-frequency sensor streams and video feeds to post-test analysis and live control room dashboards—enabling teams to treat physical assets like 'pets' rather than 'cattle.' The result? A feedback loop that’s still orders of magnitude slower than software, but one that’s now being accelerated by AI agents, data lineage, and intent-based UIs. Yet, as Haack warns, we’re not ready to let AI design rockets—yet. The real frontier isn’t automation, but cultural and technical alignment: building systems where data is shared, trusted, and interpretable across every phase of development, from design to manufacturing to operations.
Hardware testing still relies on physical data retrieval—like removing hard drives from aircraft—leading to 1-2 day delays, unlike software’s instant feedback loops.
Nominal’s platform unifies high-frequency sensor data, video, and simulation outputs into a single system, enabling real-time control room monitoring and post-test analysis.
The core challenge in hardware is not engineering speed, but data management: 10,000+ sensors at 10kHz+ generate petabytes of data that must be preserved, tagged, and correlated.
AI agents are transforming software development with rapid feedback loops, but hardware remains constrained by physical testing cycles and safety risks.
To enable AI in hardware, teams must first build robust data lineage, event tagging, and shared data catalogs so agents can learn from real-world outcomes.
…and 3 more takeaways available in PodZeus
The Hardware-Software Divide
Software engineering has mature tooling for observability and CI/CD, but hardware engineering lacks equivalent feedback loops, data infrastructure, and real-time monitoring.
Introducing Nominal: The Data Platform for Hardware
Nominal is built to help hardware teams move at software speed by managing the entire hardware data supply chain—from sensor data to control room dashboards.
The Cost of Physical Testing
Testing a rocket or aircraft can cost millions and take months; a single test fire lasts seconds but represents years of investment, making data loss unacceptable.
From Hard Drives to Streaming Data
The shift from batch data retrieval to real-time streaming creates new architectural challenges, especially when integrating Starlink or other live data sources.
The Dual Path: Real-Time Monitoring & Post-Test Analysis
Nominal supports both low-latency control room dashboards and deep post-test analysis, requiring two distinct but synchronized data pipelines.
“So the example I always give is like, if you're building a rocket engine as a startup, you know, you might spend years and tens of millions of dollars getting to the point of doing your first rocket fire test. And even if that rocket fire only lasts eight seconds or something, but like you never want to throw any of that data. That's your entire company is essentially that data asset that you got from that test.”
“Like the quip I always share is that if you ask an LLM about the way a jet will perform, it's not thinking in terms of physics. It's kind of thinking in terms of humans who have translated physics into English and that it is itself composing the concepts of English summaries.”
“you have a multi -hour flight and you're trying to kind of plot it and allow people to zoom in on regions of interest. How do you make sure that those like zoomed out plots don't tell a lie and don't hide a data point that could be critical?”
Host
Guest
Nominal
organization
Jason Haack
person
Kevin Ball
person
SpaceX
organization
Starlink
organization
Tesla
organization
Air Force
organization
Fidelity
organization
Tiger Data
organization
Turbo Puffer
organization
The Hardware Bottleneck AI Can’t Fix
50m • 6/2/2026
How Elon Musk Engineered the World’s Biggest I.P.O.
30m • 6/2/2026
Elon Musk’s Dark Ideology, with Ben Tarnoff and Quinn Slobodian
1h 28m • 6/3/2026
T+334: SpaceX the Outlier, and Organization Leadership (with Matt Gjertsen)
43m • 6/9/2026
Is Waymo's Lead Becoming Insurmountable?
40m • 5/30/2026
Web Native Game Development
54m • 6/4/2026
SED News: Apple’s AI Problem, The Real Business Model of AI, and Token Cost Reckoning
48m • 6/9/2026
Preparing for Q-Day
46m • 6/16/2026
Start discovering podcast insights today
Start with a 7-day trial and explore a growing catalog of popular podcasts. No credit card required.
No credit card required • 7-day trial • Cancel anytime

