Amulya Vishwanath says physical AI is in its LEGO era
Amulya Vishwanath, former Nvidia product marketer and founder‑managing partner of Techable Ventures, told TechCrunch’s Equity that the robotics field is experiencing a "ChatGPT moment" but is still in a "LEGO era." She explained that today companies are assembling basic components—robotic hands, actuators, and both general‑ and special‑purpose robots—much like building blocks that will later…
Key points
- Amulya Vishwanath founded Techable Ventures to back physical AI startups.
- She describes current robotics development as a "LEGO era" of basic building blocks.
- Talent and network are key moats, with competition from Anthropic and Nvidia.
Vishwanath highlighted that the current focus on foundational software and hardware is essential for scaling innovation, drawing parallels to past technological waves such as the internet boom and the Industrial Revolution. She also stressed that talent remains a critical moat for her firm, noting that top engineers are being recruited by large players like Anthropic and Nvidia. Her deep network from years at Nvidia, Intel‑related ventures, and Molex helps Techable Ventures connect founders with the talent needed to stay competitive.
The interview frames physical AI as an emerging sector poised for rapid growth once the building‑block stage matures, suggesting future investment and development opportunities.
The story so far
2 episodes →- Amulya Vishwanath says physical AI is in its LEGO erathis story
Ex-Nvidia-turned-VC Amulya Vishwanath: ‘Physical AI is in it’s LEGO era’
techcrunch.com · 20 October 2026
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