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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-01-14
- Length: 42m
- Episode: 100
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-01-14-episode-100-ces-2025-applied-ai-applied-robotics-ar-mr-tipping-point
- Listen: https://share.transistor.fm/s/0a4f1788

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-14-episode-100-ces-2025-applied-ai-applied-robotics-ar-mr-tipping-point#t=6) Introduction: Ben Bajarin and Jay Goldberg return from CES 2025
- [2:51](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-14-episode-100-ces-2025-applied-ai-applied-robotics-ar-mr-tipping-point#t=171) AI Washing vs. Applied AI: Agentic systems and memory constraints
- [14:12](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-14-episode-100-ces-2025-applied-ai-applied-robotics-ar-mr-tipping-point#t=852) Robotics Tipping Point: Nvidia Cosmos, world models, and humanoids
- [26:11](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-14-episode-100-ces-2025-applied-ai-applied-robotics-ar-mr-tipping-point#t=1571) AR/MR Tipping Point: Chinese ecosystem, waveguides, and Ixana
- [32:37](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-14-episode-100-ces-2025-applied-ai-applied-robotics-ar-mr-tipping-point#t=1957) Semiconductor Investing: The need for technical theses over hype

## Topics

- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Robotics & autonomy](https://hardwarepodcasts.com/topic/robotics-and-autonomy)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Cosmos (product)
- Apple (company)
- AMD (company)
- Humane (product)
- Rabbit (product)
- Samsung (company)
- LG (company)
- Whirlpool (company)
- Tesla (company)
- Meta (company)
- Ixana (company)
- X-Real (product)
- Zoran (company)
- MediaTek (company)

## Related episodes from other shows

- [Predictions 2025](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-01-10-predictions-2025) (Oxide and Friends)
- [Robotics in Review: Editors look back at 2025](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2025-12-23-robotics-in-review-editors-look-back-at-2025) (The Robot Report Podcast)
- [Is ARR a Myth?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-06-19-is-arr-a-myth) (Built 2 Scale)
- [246: automatica 2025: Exploring Innovation, Robotics, and Startups Across Bavaria, Germany, and Europe](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2025-07-15-246-automatica-2025-exploring-innovation-robotics-and-startups-across-bavaria-ge) (Manufacturing Happy Hour)
- [Back Into The Swing Of Things](https://hardwarepodcasts.com/podcast/the-amp-hour/2017-05-14-back-into-the-swing-of-things) (The Amp Hour)

## Citing this page

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