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

We're gonna be out of energy pretty soon in the next few years. This is a blip. It's not some kind of bubble being burst. We don't treat the model a sacrosanct. And we're energy first in our in our mindset. Intelligence to me it will have infinite demand. I do think we will be in a post transformer world. I don't think the transformer is the be all and all. I actually think the hardware is the place to be over the next ten years. I would say if you're a pure software investor, you're kind of fucked. Honestly. The inference market is gonna be a ten trillion dollar market within ten years. I don't look at Oh my God, AI's gonna kill all humans. That's the stupidest worldview I've ever heard. This is 20 VC with me, Harry Stebbings. Now, what started as a very planned discussion, it evolved into one of the most phenomenal discussions that we've had across a wide range of topics from AI to data to robotics. And everything in between, with an incredible guest in the form of Naveen Rao. Naveen is a serial entrepreneur. I mean he sold his last business to Databricks for one point three

Billion dollars mosaic ML. Now he's back with unconventional AI, which has raised hundreds of millions of dollars, their last round close to five billion dollars in valuation. And I think Naveen is one of the most articulate and clear thinkers across such a wide range of very complicated topics, and he's got this unique skill of being able to Really break down very complex ideas into very digestible lessons. He was fantastic, and this show was a joy to do. But before we dive into the show today. Founders and investors sleep on eight sleep. It is the intelligent sleep system trusted by Mr. Mark Zuckerberg, Dr. Andrew Huberman, Charles LeClerc, and the Aston Martin F1 team. The pod is a smart mattress cover that fits on any bed. It cools each side to 55 degrees, heats to 110 degrees, it even tracks your heart. rate, HRV, and sleep stages without a wearable, thank God. The new pod six has a hub fifty percent smaller than the last one and starts at just nineteen hundred and ninety-nine dollars. Visit 8Sleep.com slash two zero vc. That's

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