Physical AI is in its LEGO era, says VC

A venture capitalist who previously worked in product marketing at a major chip manufacturer founded a VC firm focused on physical AI and robotics. She describes the current state of the robotics industry as being in a "LEGO era," where foundational software and basic building blocks like robotic hands and actuators are being developed and refined before they can combine into more advanced systems. She compares this phase to previous technological transitions like the internet era and the Industrial Revolution, suggesting that innovation will eventually scale as these components mature. A key challenge she identifies is talent, as many skilled workers are joining large AI companies, which is why her firm focuses on connecting founders with top talent to maintain competitiveness.