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

“Amulya Vishwanath, a former NVIDIA product marketing lead, argues that robotics is still in a "Lego era"—basic components like actuators, hands, software, and safety standards are being rebuilt before a true AI breakthrough can occur. She warns that a single general foundation model, as suggested by General Intuition CEO Pim de Witte, may not immediately render today’s specialized robotics work obsolete. For U.S. investors and manufacturers, this means continued demand for incremental hardware improvements and a slower path to mass‑market consumer robots. The delay also keeps U.S. robotics firms in a competitive position to shape standards and supply chains before a disruptive AI wave arrives. Expert Analysis: The current focus on modular, reliable hardware positions U.S. robotics companies to capture niche markets—such as industrial automation and healthcare—while waiting for AI models to mature. This incremental approach may yield steadier returns for early‑stage VC funds and reduce the risk of over‑investing in unproven AI‑centric platforms.”