Amulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, has founded and serves as managing partner of a new venture firm called Techable VC. In an interview on TechCrunch’s Equity podcast with Dominic‑Madori Davis, she explained why she defines “physical AI” broadly and described the kinds of early stage investments she intends to make.
Physical AI includes molecules, materials and machines
Vishwanath uses the term “physical AI” to encompass not only robots but also molecules, materials, medicines and factory machinery. She argues these areas together form the physical layer where AI-driven automation and product innovation can have substantial impact.
Robotics is in a ‘Lego era’ — and why some disagree
According to Vishwanath, robotics today is still in a “Lego era”: the basic building blocks such as actuators, robotic hands, software and safety standards are being rebuilt and reorganized. This contrasts with views that a single general foundation model will trigger a quick, ChatGPT‑like breakthrough in robotics and make many specialized solutions redundant.
‘Conscious automation’ and practical problem solving
On the podcast she described the idea of “conscious automation” and emphasized that the best opportunities address large, real‑world problems — for example, family‑run factories that cannot find workers or surgeons suffering from burnout. Solving such concrete issues, she said, creates durable business potential.
The role of VC and the value of network effects
Vishwanath encourages founders to treat their VC as part of their moat. She credits her years at NVIDIA with building a network she now leverages for due diligence and customer introductions through Techable VC.
U.S. and China strengths, and the case for useful humanoids
The conversation touched on where the United States and China each hold advantages in physical AI. Vishwanath also argued that humanoid robots should deliver practical utility beyond exhibition demonstrations such as dancing.
Where she’s writing first checks
On the podcast she outlined the themes Techable VC will prioritize: practical industrial and healthcare applications, materials science and molecular solutions, and systems that create significant automation value in the physical world.
More
The full interview is available on TechCrunch’s Equity podcast for listeners who want greater detail on Vishwanath’s investment thesis, her definition of physical AI, and Techable VC’s plans.
