Caroline Hyde

Department of State Undersecretary for Economics Affairs and, of course, founder of the Helen Barry Forum, which is bringing together a VC and Washington surrounding the China issues.

Meanwhile, coming up, more on the future of AI as companies shift in and out of the digital world and back into physical.

Steve Jang, Skid Adventures Managing Partner, joins us next.

This is Bloomberg Tech.

AI's real-world impact is dominating the conversation here at CES, with investors watching closely to see which technologies move from hype to reality, and maybe they foster that reality.

Steve Janks with us, managing partner and founder of Kindred Ventures, early-stage venture firm known for backing category-defining startups, making significant bets on what we think of the work you did with Uber, what we think of so many of the companies that have had significant exits, and M&A that's happening.

But for you here, I think one of the stars of the show has been Nuro, right?

We saw this big announcement coming from, we had Lucid on the show, but Uber and indeed Nuro teaming up to provide the future of robo-taxis.

But it's a crowded field.

How did you decide Nuro was going to be helping win in that autonomous fight?

capital light model.

Let someone else take on the burden of the hardware and the stack, just do the fleet management.

But for me, the bigger piece of news in that world was Alpamayo, right?

Because Nvidia's coming with the same thing, saying, hey, we have a full stack solution.

I know that you caught notice of that.

That's the headline right there.

I mean, look, you were known for backing Uber, and ultimately there were two key winners out of that, Uber and Lyft.

When I think about the areas that you're also thinking of, I mean, how many players can there be in autonomous?

How many players can there be in foundational models?

You're in perplexity, and everyone's thinking maybe there's only an anthropic and an open AI and a Gemini space.