Are we in the AI Bubble? β VC Perspective on AI Trends
ππWe 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:
πΉ $6β7 trillion in global AI data-center investment this decade
πΉ AI is transforming every industry β from healthcare to mining
πΉ Agentic AI + physical AI (robots/humanoids) are moving faster than anyone expected
πΉ This is a global wave, not just a Silicon Valley phenomenon
πΉ βWe are not in an AI bubble. Demand is real β and we canβt deploy fast enough.β
Top opportunities heβs excited about:
β‘ New cooling & energy solutions for data centers
π€ Robotics + humanoids going mainstream
π± A brand-new AI-native wearable device designed for agentic AI
π Applied AI disrupting long-stagnant sectors like construction, manufacturing & healthcare
His predictions for 2026:
β¨ The Year of Applications β applied AI goes mainstream
π Autonomous vehicles scale into the hundreds of thousands
π’ First fully autonomous, agent-run zero-human company
π¬ First feature-length film created entirely by AI
β Breakthrough AI wearable hits the market
Pankaj summed it up perfectly:
βWe are barely getting started. This is a once-in-a-century transformation.β
The next decade belongs to builders. Letβs go. π₯
