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. 💥
