🤖Robotics in Its Lego Era, Foundation Models Loom
Robotics on the Cusp of a ChatGPT Moment
TL;DR
Robotics is in its Lego era, with basic building blocks still evolving. A general foundation model could soon disrupt the industry, making specialized work redundant. Techable VC is investing in physical AI, backed by NVIDIA's network.
Robotics is currently in its Lego era, with basic components like actuators, robotic hands, software, and safety standards still being refined. A single general foundation model could soon bring a ChatGPT moment to robotics, potentially rendering much of today's specialized work redundant. Techable VC, led by a former NVIDIA executive, is already making early-stage investments in physical AI across robotics, materials science, and life sciences. This shift could drastically change how automation is perceived and utilized in various industries, from manufacturing to healthcare.

Key Points
Robotics is in its Lego era, with basic building blocks still being developed.
A single general foundation model could make specialized robotics work redundant.
Techable VC is investing in physical AI across robotics, materials science, and life sciences.
Techable VC's founder has been leading product marketing for NVIDIA's robotics platforms for seven years.
The founder is one of the first women executives to spin out of Nvidia and launch her own firm.
Why It Matters
Techable VC's investments in physical AI could disrupt robotics and automation. If a general foundation model emerges, specialized robotics work may become redundant. This shift could impact industries like manufacturing and healthcare, where conscious automation can solve big problems like workforce shortages and surgeon burnout.
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