Techable Ventures创始人兼管理合伙人Amulya Vishwanath表示，物理人工智能行业目前处于"乐高时代"而非"ChatGPT时刻"，各企业正在构建机器人软件和硬件的基础模块。1她在英伟达担任产品营销人员近七年，目前专注于物理AI领域的投资。1
Vishwanath指出，机器人的基础软件和构建块正在被重新思考，这对创新的规模化至关重要。1在美国市场的竞争中，人才是关键竞争优势，但许多人才正流向Anthropic和英伟达等大公司，这对初创企业构成挑战。1
Amulya Vishwanath, founder and managing partner of Techable Ventures, contends that the physical artificial intelligence industry is currently in a foundational building phase rather than experiencing a transformative breakthrough moment.1 Vishwanath, who previously worked as a product marketing professional at Nvidia for nearly seven years,1 characterized the state of the sector by saying that "physical AI is in its LEGO era" rather than at a "ChatGPT moment."1 She emphasized that fundamental software infrastructure and building blocks for robotics are undergoing significant rethinking, which she views as essential for scaling innovation across the industry.1
Talent acquisition and industry infrastructure development have emerged as critical factors shaping the sector's trajectory.1 Vishwanath identified human capital as a key competitive advantage in the U.S. market, noting that many skilled professionals are concentrating at established firms such as Anthropic and Nvidia.1
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