20VC: Naveen Rao says inference is a $10T market and robotics 100x bigger than coding agents
20VC · rss · 2026-10-24
20VC hosts Naveen Rao (Unconventional) for a long-form interview on AI infrastructure and investing:
- Inference market: projected to reach $10 trillion within a decade — the opportunity most people are missing.
- Robotics vs coding agents: robotics will be 100x bigger; coding agents are the most overrated AI investment today.
- Software investing: traditional software investors are 'f' in a world dominated by infra and compute.
- Also covered: energy constraints, whether specialized chips threaten NVIDIA, trusting AI agents vs humans, data companies commoditizing, and what comes after transformers.
More from AGI Musings
- genmon's singularity joke: step out for a week, come back to 1000-IQ posthuman friends — genmon · 2026-10-24
- Critic slams deliberately handicapping AI search as dumb as the clock-speed wall — JosephJacks_ · 2026-10-24
- Ross Taylor: studying LLM behavior will increasingly resemble social science — rosstaylor90 · 2026-10-24
- New Yorker cartoon: "pick a field that will still require humans when you graduate" — docmilanfar · 2026-10-24
- Most "is AI conscious?" debates boil down to two people talking past each other — granawkins · 2026-10-24
- Hot take: Gen Z may lose more to AI than Gen Alpha, argues Reddit post — SoftAndWetBubbles_78 · 2026-10-24