An Nvidia insider-turned-VC on why robotics hasn’t hit its ChatGPT moment, yet

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Amulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, says robotics is currently in its “Lego era,” with the basic building blocks like actuators, robotic hands, software, and safety standards still being rebuilt. This view runs counter to those who believe that robotics, powered by a general foundation model, is about to have its “ChatGPT moment” — that day when the shockingly capable chatbot was launched in late 2022. (General Intuition CEO Pim de Witte told Equity earlier this year that a single general foundation model would make much of today’s specialized robotics work redundant, and be that moment.)

曾在英伟达负责机器人平台产品营销长达七年的 Amulya Vishwanath 表示,机器人技术目前正处于“乐高时代”,执行器、机械手、软件和安全标准等基本构建模块仍在重建之中。这一观点与那些认为机器人技术在通用基础模型的驱动下即将迎来“ChatGPT 时刻”(即 2022 年底那款令人震惊的聊天机器人发布之时)的人相左。(General Intuition 首席执行官 Pim de Witte 今年早些时候曾告诉 Equity,单一的通用基础模型将使当今许多专业化的机器人工作变得多余,并成为那个关键时刻。)

On this episode of TechCrunch’s Equity podcast, Dominic-Madori Davis caught up with Vishwanath to discuss where she’s writing first checks as the founder and managing partner of Techable VC. They also talked about what she’s learned as one of the first women executives to spin out of Nvidia and launch her own early-stage firm investing in physical AI across robotics, materials science, and life sciences. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You can also follow Equity on X and Threads, at @EquityPod.

在本期 TechCrunch 的 Equity 播客中,Dominic-Madori Davis 与 Vishwanath 进行了交流,讨论了她作为 Techable VC 创始人和管理合伙人,首笔投资的去向。他们还谈到了她作为首批从英伟达离职并创办自己早期投资公司的女性高管之一,在投资机器人、材料科学和生命科学领域的物理 AI 方面所学到的经验。请在 YouTube、Apple Podcasts、Overcast、Spotify 及所有播客平台订阅 Equity。您也可以在 X 和 Threads 上关注 @EquityPod。