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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
Startups and entrepreneurship

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 24.10.2026 69 min

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…

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