Hardware Podcasts

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

The Circuit · 14 Jan 2025 · 42m · Episode 100

What this episode covers

Ben Bajarin and Jay Goldberg reflect on CES 2025, noting that while AI washing was prevalent, practical 'applied AI' like agentic systems and world models for robotics are reaching a turning point. They discuss the rapid advancement in humanoid robotics driven by Nvidia's Cosmos and the scaling of AR/MR hardware in China, which is lowering costs for waveguide lenses. Finally, they critique the semiconductor investment landscape, arguing that investors lack the technical understanding required to evaluate companies like AMD against Nvidia.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Apple, AMD, Samsung, LG, Whirlpool, Tesla, Meta, Ixana, Zoran, MediaTek
Products
Cosmos, Humane, Rabbit, X-Real

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