Will Humanoid Robots Really Be in Every Home? (with Ankur Saxena)

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-10-08

Will we actually see humanoid robots in every home? While viral demos grab headlines, the real investing story in physical AI comes down to unglamorous physical bottlenecks. In this episode, we sit down with Ankur Saxena of TDK Ventures (formerly Cisco Ventures) to break down what it will actually take for physical AI and robotics to scale. Ankur explains why major tech platform shifts are always won by whoever solves the structural bottlenecks underneath—and why in physical AI, that means edge inference, power constraints, tactile sensing, and actuators. In this episode, we cover: ...