📺 This Nvidia insider-turned-VC says robotics hasn’t hit its ChatGPT moment (yet) | Equity Podcast
TechCrunch Equity host Dominic-Madori Davis speaks with Amulya Vishwanath, founder and managing partner of Techable Ventures, about early-stage investment in physical AI. The discussion covers her background in deep learning and semiconductor marketing at Altera and Nvidia, the evolution of physical AI beyond robotics, and how she evaluates startups in robotics, materials science, and life sciences.
■ Guest background and physical AI evolution
- Amulya's path from signal processing to Nvidia product marketing
- How physical AI expanded from robots to materials, drugs, and other physical forms
■ Investment thesis and conscious automation
- Techable Ventures' focus on robotics, materials science, and life sciences
- Examples in industrial automation, surgical assistance, and elder care
- Emphasis on useful automation, economics, scalability, distribution, and founder support
■ Ecosystem, bottlenecks, and global landscape
- Challenges around manufacturing, regulation, compute, energy, and talent
- US-China strengths, global supply chains, open source, and safety standards
- Views on humanoid robots, simulation, and the "Lego era" of robotics building blocks
The conversation is suited for founders, investors, and listeners tracking physical AI, robotics, and early-stage venture strategy. It provides context on current market gaps, investment criteria, and the infrastructure needed for scalable physical AI applications.
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