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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
- Published
- October 24, 2026
- Duration
- 1h 9m
- Summary source
- description
- Last updated
- Oct 24, 2026
Discusses agents, inference, investing.
Summary
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…
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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?
Themes
- agents
- inference
- investing