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

Amulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, says robotics is currently in its “Lego era,” with the basic building blocks like actuators, robotic hands, software, and safety standards still being rebuilt.  This view runs counter to those who believe that robotics, powered by a general foundation model, is about to have…

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What will Apple’s John Ternus era look like?

It’s officially the Ternus era at Apple.   Tim Cook stepped down as CEO this week, handing the company to former hardware chief John Ternus, whose first memo promised a “huge launch next week” — timing that puts Apple’s next iPhone event on his desk before he’s even settled in. Cook isn’t going far, though: he’s staying on as Executive Chairman, focused on the kind of policy…

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Nvidia’s AI advantage is moving beyond the GPU

Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely profitable as the industry scaled out. In the last few years, hyperscalers like Amazon and Google have started building their own chips, and…

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