Ex-Nvidia VC Says Robotics Is in LEGO Era

Amulya Vishwanath, founder of Techable Ventures and former Nvidia product marketer, says physical AI is in its LEGO era — a foundational phase where companies are building basic components like robotic hands and actuators that will eventually combine into more advanced systems. She draws parallels to the internet era and Industrial Revolution, arguing a ChatGPT moment for robotics is coming. Vishwanath also highlights talent as a key competitive moat, noting her firm helps founders access top talent as much of it flows to large companies like Anthropic and Nvidia.