VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office VC10X Micro - A Shift to Physical AI at CES 2026π€
A lot of people often dismissed AI advances by saying things like "tell me when it can do my laundry".
Well, now, it can!
Not just laundry, it can do a lot more.
At CES 2026 in Las Vegas, the tech world made its biggest pivot since the smartphone, from software AI to Physical AI
This week, we break down the CES reveals that are moving artificial intelligence out of your phone screen and into your home, factory, and car:
TIMESTAMPS
0:00 β The CES 2026 Pivot: From Chatbots to Physical AI
0:38 β The Humanoid Invasion (Boston Dynamics Atlas, LG CLOiD)
1:20 β The New "Brains": Tesla AI5, Intel Ultra 3, NVIDIA Blackwell Ultra
2:05 β Why This Matters: Silver Squeeze Connection
10:00 β The 2026 Investment Rotation
KEY TAKEAWAYS
β Humanoids Are Here: Boston Dynamics' new Atlas uses Google DeepMind AI for real factory work. LG's CLOiD does your laundry autonomously.
β Edge AI Chips: Tesla's AI5 is 40x faster for robot autonomy. Intel's 18A chips bring massive LLMs to your laptop.
β The Real Driver: Physical AI explains the "Energy War" (power plants for training) and "Silver Squeeze" (conductivity for sensors) from our previous episodes.
β Investment Shift: Money is moving from SaaS chatbots to "Hard Tech" (chips, power, materials).
SOURCES
- CES 2026 Live Coverage (NVIDIA, Intel, Boston Dynamics)
- Elon Musk AI5 Chip Announcement
- Silver Institute Industrial Demand Data
- Previous VC10X episodes on Energy/Silver
LINKS
Prashant Choubey - https://www.linkedin.com/in/choubeysahab
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