Sarah Guo says AI still needs more tinkering in the physical world

saranormous · x · 2026-07-29

Sarah Guo says the lesson from earlier AI investing is that people weren’t tinkering enough with models — and that today they still aren’t tinkering enough with AI in the physical world.

The reply builds on her earlier point about a robotics Cambrian explosion, suggesting that the next wave of experimentation and value creation is moving from software models into embodied, real-world systems.

Related event: NVIDIA Repositions Jetson as the Portable Brain for Physical AI(5 posts)→

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