FRIDAY, OCTOBER 16, 2026|No. 18948
Technology · Venture Capital

Nvidia Alum Sees Robotics in Early Stages, Compares to 'Lego Era'

A former Nvidia executive, now a venture capitalist, believes the robotics industry is in its foundational phase, akin to a 'Lego era,' and has not yet reached a transformative 'ChatGPT moment.'

A graphic representing interconnected gears and circuit boards, symbolizing advanced robotics and AI.
A graphic representing interconnected gears and circuit boards, symbolizing advanced robotics and AI.
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A Nvidia insider-turned-VC on why robotics hasn’t hit its ChatGPT moment, yet

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.)

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.

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