Season 1 Episode 5: Born in India, in Jaipur, Pankaj Kedia developed early on a strong mission towards connecting every man, woman, child and pet through technology. Pankaj held different top management roles at Intel and Qualcomm before deciding to go on a new entrepreneurial venture powered by AI. He spends his time now advising and investing in tech startups that aim to improve people’s lives through the power of AI technology. This episode will take you on a wonderful journey of purpose, dedication and vision towards making technology available to everyone around the world.
Are we in the AI Bubble? — VC Perspective on AI Trends
👉🌍We had an incredible conversation with VC Pankaj Kedia, founder and managing partner of 2468 Ventures, and his insights were mind-blowing.
Two years ago, he predicted AI would surpass the internet, smartphone, and cloud revolutions combined.
Today? He says we underestimated it.
Here are the highlights:
🔹 $6–7 trillion in global AI data-center investment this decade
🔹 AI is transforming every industry — from healthcare to mining
🔹 Agentic AI + physical AI (robots/humanoids) are moving faster than anyone expected
🔹 This is a global wave, not just a Silicon Valley phenomenon
🔹 “We are not in an AI bubble. Demand is real — and we can’t deploy fast enough.”
Top opportunities he’s excited about:
⚡ New cooling & energy solutions for data centers
🤖 Robotics + humanoids going mainstream
📱 A brand-new AI-native wearable device designed for agentic AI
🏭 Applied AI disrupting long-stagnant sectors like construction, manufacturing & healthcare
His predictions for 2026:
✨ The Year of Applications — applied AI goes mainstream
🚗 Autonomous vehicles scale into the hundreds of thousands
🏢 First fully autonomous, agent-run zero-human company
🎬 First feature-length film created entirely by AI
⌚ Breakthrough AI wearable hits the market
Pankaj summed it up perfectly:
“We are barely getting started. This is a once-in-a-century transformation.”
The next decade belongs to builders. Let’s go. 💥
