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Sony's Hidden Chip Empire: How CMOS Sensors Power the Physical AI Revolution | Bob Ma, WIND Ventures
Sony quietly controls 50% of the world's CMOS image sensors — including every camera inside every iPhone. But most investors still think of them as a gaming company.
In this episode, Bob Ma, investor at WIND Ventures and physical AI specialist, breaks down why Sony Semiconductor could be one of the most undervalued positions in the entire AI hardware stack — and what the shift from digital AI to physical AI means for demand.
Robots. Self-driving cars. AI glasses. Every single one needs multiple cameras and sensors. The smartphone era already did the heavy lifting on cost and manufacturing…
The skinny
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