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

Humanoid robot economics hinge on actuator and magnet supply chains, not model capability, delaying consumer adoption by years.

• Bottleneck framework: Ankur Saxena of TDK Ventures argues platform winners solve structural bottlenecks, not algorithms; physical AI's bottlenecks are perception, actuators, batteries, and edge inference power budgets.
• 5 Ps for edge compute: TDK Ventures evaluates AI infrastructure on Performance, Price, Power, Programmability, and Privacy; portfolio company Edge Cortex's Sakura 2 chip targets single-digit-watt inference.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.