Physical AI is in its LEGO era, says Amulya Vishwanath

Vishwanath's view contrasts with the hype around a "ChatGPT moment" for robotics. Having spent nearly seven years at Nvidia and before that at a company later bought by Intel, she argues that the industry is still in a foundation-building phase. She points to work on robotic hands and actuators as the pieces that must come together before advanced robots emerge.

She also highlights talent as a defining factor for the U.S. market, noting that many skilled people are being drawn to large firms like Anthropic and Nvidia. Her firm, Techable Ventures, tries to help founders compete for that talent by leveraging her network built over years in the space.