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

Naveen Rao, founder and CEO of Unconventional, joins Harry Stebbings to explore the next decade of AI. They debate whether energy will constrain AI growth, if specialised chips can dethrone NVIDIA, and how far we can trust AI agents. The conversation then pivots to Rao's bold predictions: robotics will be 100x bigger than coding agents, the inference market will reach $10 trillion, and software investors are fundamentally positioned on the wrong side of the value shift toward infrastructure and compute. A contrarian assessment of where the real returns in AI will be created.