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

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

Amulya Vishwanath, a former Nvidia robotics product marketing lead turned venture capitalist, argues that the robotics industry is currently in its 'Lego era.' Despite the hype surrounding foundation models and generative AI, Vishwanath suggests that the field is still in the process of standardizing fundamental building blocks, such as actuators, robotic hands, and safety protocols. While some industry observers anticipate an immediate 'ChatGPT moment' for robotics driven by AI, Vishwanath maintains that the physical limitations and the lack of mature, modular infrastructure prevent such a rapid breakthrough. Instead, she emphasizes that the sector is focused on rebuilding essential components to create a more reliable foundation. This perspective highlights the ongoing tension between the rapid advancement of software-based AI and the more deliberate, hardware-intensive progress required to achieve truly autonomous and versatile robotic systems.

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