The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

← The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch3 dagen geleden · 1 u 09 min

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

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, Unconventional3 dagen geleden1 u 09 min
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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?