The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional
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Show notes
AGENDA:
05:00 Will we run out of energy?
19:00 Will specialised chips threaten NVIDIA's dominance?
26:00 Can we trust AI agents more than humans?
31:00 Will data companies become commodities?
36:00 What comes after transformers?
41:00 Are software investors f****** in a world of infra and compute?
52:00 How big will the inference market be in 10 years?
53:00 Could robotics be 100x bigger than coding agents?
59:00 Why are coding agents the most overrated AI investment?