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前英伟达高管、现风投人Amulya Vishwanath:“物理AI正处于它的乐高时代”Ex-Nvidia-turned-VC Amulya Vishwanath: ‘Physical AI is in it’s LEGO era’

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机器人与年轻女子面对面。Robot and young woman face to face.

这是所有人都在等待的时刻——机器人领域的“ChatGPT 时刻”,Amulya Vishwanath 向 TechCrunch 的《Equity》栏目解释道。

It’s the moment everyone is waiting for — the ChatGPT moment for robotics, Amulya Vishwanath explained to TechCrunch’s Equity.

她是专注于物理 AI 的风投公司 Techable Ventures 的创始人兼管理合伙人,此前在英伟达担任产品营销人员近七年后创立了该公司。在此之前,她在一家后来被英特尔收购的公司担任同一职务,并曾在 Interconnect Systems 任数字信号处理工程师,该公司后来被电子制造商 Molex 收购。

She is the founder and managing partner of Techable Ventures, a VC firm focused on physical AI, which she started after spending nearly seven years as a product marketer at Nvidia. Before that, she held the same role at a company that was later bought by Intel and was a digital signal processing engineer at Interconnect Systems, which was later bought by the electronics manufacturer Molex.

她做客《Equity》节目,探讨物理 AI 的未来——这是行业最新的热门词汇之一。“许多公司和专家都在谈论机器人领域的‘ChatGPT 时刻’,”她说,并补充道,目前行业更处于“乐高时代”。“目前正在重新思考大量机器人基础软件和构建模块,这对创新规模化至关重要,”她继续说道。

She stopped by Equity to talk about the future of physical AI — one of the industry’s latest buzzwords. “A lot of companies and experts have been talking about the ChatGPT moment for robotics,” she said, adding that right now the industry was more in a “LEGO era.”“There are a lot of foundational software and building blocks for robotics that are being rethought right now as we speak, and it’s super important in order for innovation to scale,” she continued.

目前,人们正在构建基础——机械手或执行器——它们终有一天能像一堆乐高积木拼搭而成那样,组合成重磅产品。通用和专用机器人也在同时构建中,随着人们持续构建,它们最终会变得更好、更先进。

Right now, people are building the basics — the robotic hands or the actuators — that can one day come together and build that big-ticket-item, like a bunch of LEGOs coming together. There’s general- and special-purpose robots being built right now too, and eventually, as people continue building them, they will get better and more advanced.

“我们在互联网时代经历过这个过程,”她说。“很久以前的工业革命时期也经历过。我认为只是时间问题,一切就会就绪。”“人才也将至关重要,”她继续说道,并在谈话的另一处补充说,人才仍是美国市场的关键决定因素。这是她公司的“护城河”之一,她说,帮助创始人对接顶尖人才,使他们能在当下保持竞争力,因为大量人才正流向 Anthropic 和英伟达等大公司。

“We’ve done this during the internet era,” she said. “We’ve done this long, long time ago with the Industrial Revolution. I think it’s just a matter of time before things fall into place.”“Talent is also going to be very critical,” she continued, adding elsewhere in the convo that talent is still a key definer of the U.S. market. This is one of the “moats” of her firm, she said, helping connect founders to top talent so they can stay competitive right now, as so much talent is going to big companies like Anthropic and Nvidia.

她指出,凭借多年在该领域的工作积累,她已建立起强大的人脉网络来助力创始人。“这让我更容易成为创始人的力量源泉或首选联系人,”她说。

She pointed out that she’s built up a strong network to help founders from her years of working in this space. “This just make sit a lot more easier for me to be the strength or the first call for founders,” she said.

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