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Agentic: Daily Summaries Delivered
by George Bandarian
The Agentic Podcast, hosted by George Bandarian, General Partner & CEO at Untapped Ventures, leads deep discussions that uncover the untapped potential and breakthroughs of autonomous AI systems shaping the future.Featuring insights from founders, investors, and industry leaders, we dive into the impact of Agentic AI on industry and society, breakthroughs in machine learning, the future of responsible AI, and the convergence of human and machine intelligence.
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- 2 days ago41 min
The Full Q4 2026 State of AI + Autonomous Economy: Record Exits & What VCs Fund Now
Nearly $700B has gone into venture in 2026, already more than any full year on record, and AI took roughly two of every three venture dollars in Q3.George Bandarian, General Partner at Untapped Ventures, presents the Q4 2026 State of AI + Autonomous Economy webinar, recorded live for LA Tech Week, covering where the money went, the exit and IPO wave, the shift from AI to AE, and what it all means for founders and investors heading into 2027.In this episode:• The Venture Data: $698B into venture so far this year, AI funding at 1.8x all of 2025, ~300 mega-rounds in Q3, and 68 new unicorns minted globally• The Exit Wave: record AI M&A, including SpaceX’s acquisition of Cursor and NVIDIA’s agreement to acquire Hugging Face, a $2.5T exit year, and an IPO pipeline led by SpaceX, Anthropic, and OpenAI• From AI to AE: the agents and robots already doing real work in production, from Grokbot to Figure 03 at BMW and Tesla’s Cybercab• Advice for Founders: why the co-pilot phase is done, the questions VCs are asking now, and why the outcome bar has moved from billions to trillions• Advice for Investors: three ways to own AI, why the power law has never been clearer, and how to win at the early stage• Live Q&A: non-technical founders, AE in regulated industries, autonomous vehicles, and why the companies using AI best are hiring more humansIf you’re a founder building in the Autonomous Economy at pre-seed or seed, pitch us: https://form.typeform.com/to/MMSzqFqs?utm_source=gbpodcast Connect:George Bandarian: https://www.linkedin.com/in/georgebandarian/Untapped Ventures: https://www.linkedin.com/company/untappedventures/Learn more: https://untapped.ventures
- Jun 18, 202648 min
The Full Q2 2026 State of AI + Autonomous Economy
89% of all global venture capital in Q1 2026 went to AI companies. Q1 alone nearly matched the prior five quarters of AI deal value combined. George Bandarian, General Partner at Untapped Ventures, presents the full Q2 2026 State of AI + Autonomous Economy- the live data deck from Boston, Toronto, and NY Tech Weeks - covering the venture landscape, frontier model capabilities, enterprise adoption data, and the Autonomous Economy investment thesis. In this episode, we go deep into: The Venture Data: Why 89% of global VC is flowing to AI, what 266 M&A deals in Q1 (up 90% YoY) signals about consolidation, and the $1–3T+ IPO pipeline that could shatter every record on the books The Model Arms Race: How GPT-5.4 is matching human experts across 44 professions, why Gemini 3.1 Pro hitting 94.3% on GPQA Diamond changes the benchmark conversation, and what it means that the first model was withheld for being too capable to ship Enterprise Reality: Why 91% of businesses now use AI (up from 55% in 2024), what it means that 60% of C-suite leaders are planning layoffs for non-adopters, and how AI super-users are already 5× more productive than their peers The Autonomous Economy Thesis: Why agents will hit 1 billion by 2028 and robots by 2040, what that gap means for capital deployment today, and where Untapped is placing its bets Advice for Founders + Investors: What VCs are actually funding right now, and a three-layer framework for thinking about AI investment exposure at every stage If you're a founder building in the Autonomous Economy at pre-seed or seed — let's chat: https://bit.ly/4bq7APh Learn more about Untapped Ventures: https://untapped.ventures Plus, connect with us here: George Bandarian — https://www.linkedin.com/in/georgebandarian/ Untapped Ventures — https://www.linkedin.com/company/untappedventures/
- May 14, 20261h 16m
10 Top AI Founders building the Autonomous Economy share their secrets
George Bandarian, General Partner at Untapped Ventures, brings 10 of his portfolio founders on stage at the 2026 Annual General Meeting in LA — the builders actually making the autonomous economy real across compute, robotics, AI models, longevity, and enterprise agents. These are the stories of the founders in the trenches. In this episode, we go deep into: The Compute Revolution: Why thermodynamic computing could deliver 10,000x energy efficiency gains over GPUs, what scientific quantum advantage actually means (and why Blue Qubit is one of only five companies to have achieved it), and why the current NVIDIA-dominated paradigm simply can't power a world of a billion robots The Convergence Layer: How on-device foundation models are bringing cloud-quality AI underground, into cars, phones, and factories where connectivity is zero, and why the safety layer for next-gen robotics matters more than the robot itself Longevity and the End of Pharma as We Know It: Why measuring aging coherence in real time could let us catch cardiovascular disease 20 years before it strikes, how decentralized citizen science is generating more trial data annually than all FDA drug trials combined, and the moonshot company scanning human brains cell by cell to create digital replicas of people Agentic Experiences at the Enterprise Edge: How AI-native companies are replacing McKinsey-style consulting, why autonomous agents achieved 58% supplier completion in 5 weeks versus 20–30% over two years manually, and what it really means when a single broker can generate 25x the revenue of a traditional one The Human-in-the-Loop Reality: Why enterprises expect perfection from agents but accept mistakes from humans, and how the best founders are managing that gap right now Meet the Founders: Guillaume Verdon — Founder & CEO, Extropic Mathias Lechner — Co-Founder & CTO, Liquid AI Kasim Abdullahi — Head of GTM, Harper Philipp Wehn — Founder & CEO, Nexxa.ai Sarah Tang — Founder & CEO, Sluicebox Michael Andregg — Founder & CEO, Eon Systems Bruno Balen — Founder & CEO, ANI Jeff Chen — Founder & CEO, Radicle Science Andrew Singletary — Founder & CEO, 3Laws Robotics Hayk Tepanyan — Founder & CTO, BlueQubit If you’re in the early innings of building something in AI, especially if you’re figuring things out from first principles—let’s chat: https://bit.ly/UntappedE17ytgb Learn more about Untapped Ventures: https://untapped.ventures Plus, connect with us here: 2. George Bandarian - https://www.linkedin.com/in/georgebandarian/ 3. Untapped Ventures - https://www.linkedin.com/company/untappedventures/
- Apr 23, 202623 min
The Next Platform Shift - Why We Stopped Being an AI Fund
George Bandarian, General Partner at Untapped Ventures, breaks down the Autonomous Economy thesis - a new economic framework where billions of AI agents and robots execute work end-to-end without human involvement - and why this shift may dwarf every previous technological revolution, from internet to mobile. What is the Autonomous Economy (AE)? It’s what happens when billions of AI agents and physical robots can transact, decide, and complete work independently - no human in the loop, no approval required. And it’s already beginning. In this episode, we dive deep into: The Autonomous Economy Thesis — What it actually means when agents and robots can transact and execute work without any humans involved, and why this is bigger than any AI trend you're currently following The 5-Layer AE Value Stack — From intelligence and compute substrate to autonomous enterprise experiences, where the next trillion-dollar companies will actually be built Human In the Loop to No Loop — Why running 14 Claude Code agents at once is just the beginning, and what fully autonomous operations will look like across every industry The Trust and Money Problem — The massive unsolved challenge of letting agents spend money, and why whoever cracks enterprise-grade financial rails for autonomous systems wins big What Happens to the Humans — Vinod Khosla's prediction that 80% of jobs will be AI-capable within 4 years, and why George sees displacement as both a crisis and a generational investment opportunity If you’re in the early innings of building something in AI, especially if you’re figuring things out from first principles—let’s chat: https://bit.ly/UntappedE17ytgb Learn more about Untapped Ventures: https://untapped.ventures Plus, connect with us here: George Bandarian - https://www.linkedin.com/in/georgebandarian/ Untapped Ventures - https://www.linkedin.com/company/untappedventures/
- Mar 5, 202656 min
Andrew Chen (a16z speedrun) on the Future of AI Startups, Speedrun & Why Coding Will Be as Easy as Making Videos
Andrew Chen, General Partner at a16z speedrun, joins us on Agentic to discuss what actually gets founders accepted into speedrun and why AI might be bigger than mobile, internet, and cloud combined. In this episode, we dive deep into: Speedrun Insider Access - What actually gets founders accepted into a16z's elite accelerator program (hint: it's not what you think) Building in AI - From industrial AI agents (Nexxa) to consumer products, how founders should approach the AI wave Growth Playbooks - Network effects, retention curves, and go-to-market strategies that actually work The Future of Software - What happens when coding becomes as easy as taking a photo? Andrew's vision for disposable apps, meme software, and the death of traditional job titles If you’re in the early innings of building something in AI, especially if you’re figuring things out from first principles—let’s chat: https://bit.ly/4d25KFy Learn more about Untapped Ventures: https://untapped.ventures Plus, connect with us here: 1. Andrew Chen - https://www.linkedin.com/in/andrewchen/ 2. George Bandarian - https://www.linkedin.com/in/georgebandarian/ 3. Untapped Ventures - https://www.linkedin.com/company/untappedventures/
- Jul 16, 202523 min
Request for Startups: 10 AI Ideas We’re Ready to Fund
We're at the halfway point of 2025, and AI is evolving faster than ever.In this solo episode, I share Untapped Ventures’ first Request for Startups. It’s a detailed breakdown of the core areas where we’re actively looking to invest. If you're a founder building in AI or exploring ideas, this is the roadmap for what we want to fund next.I walk through the key themes that reflect our thesis across both Agentic AI and Convergence AI. These are the ideas we believe will drive the next generation of breakout companies.Inside the episode:• Why service-as-software will replace traditional SaaS• How full-stack agentic platforms are reshaping vertical industries• The rise of outcome-based pricing and what it unlocks• Where lean AI teams are gaining massive traction• Why we’re excited about AI converging with biotech, neurotech, energy, defense, and more• The profiles of founders we love to back At Untapped, we invest from stealth and pre-salt through seed, writing checks between $500K and $2 million. Whether you're actively raising or still in the idea maze, we want to meet you.Let’s connect!George Bandarian: https://www.linkedin.com/in/georgebandarianExplore further: 1. If in Stealth, let’s chat: https://bit.ly/UntappedE18podS2. If raising, pitch us: https://bit.ly/UntappedE18pod
- Jun 12, 202551 min
Live Vibe Coaching with the LLM Pioneer Who Scaled Before ChatGPT | Will Manidis
Is your AI startup built to survive the next wave?In this episode of Agentic, Will Manidis, the co-founder of ScienceIO, shares how he built for resilience from day one developing LLMs for healthcare and the frameworks that helped him scale before the world caught up.He shares how local model training on office gaming PCs laid the unlikely foundation for ScienceIO’s reach across millions in digital health.We also discuss:• why OpenAI’s API continues to dominate Gemini• the hidden fragility behind $500M fast scaling AI companies• Will’s belief that founders must prove value before overbuilding for scaleNot often do you get to learn from someone who built an LLM before ChatGPT. Tune in now.If you’re in the early innings of building something in AI, especially if you’re figuring things out from first principles—click here, we'd love to hear from you.Connect with us here:1. Will Manidis- https://www.linkedin.com/in/willmanidis/ 2. George Bandarian- https://www.linkedin.com/in/georgebandarian/ 3. Untapped Ventures- https://www.linkedin.com/company/untappedventures/00:00 Trailer01:41 Introduction02:45 Thiel Fellow07:40 Pre-ChatGPT LLMs10:27 Biggest lessons12:37 Contrarian takes13:56 Difficult to sell15:59 First exit16:38 Getting world-class talents23:20 Risk mitigation strategy25:48 Defensibility and moats37:10 Basic MVP44:01 Q&A50:35 Outro
- May 9, 202559 min
The AI Platform That Could Launch 10,000 Startups | Woz
Most no-code tools give you an MVP. Woz wants to give you a business.On this episode of Agentic, I was joined by Ben Collins and Brad Eckert, co-founders of Woz, an AI platform that lets anyone build real, scalable web and mobile products with zero coding. Think Shopify, but for launching operational SaaS startups.If you’re in the early innings of building something in AI, especially if you’re figuring things out from first principles—let’s chat. Connect with us here:1. Woz: https://www.linkedin.com/company/withwoz/2. Ben Collins: https://www.linkedin.com/in/bentcollins/3. Brad Eckert: https://www.linkedin.com/in/chefeckert/4. George Bandarian: https://www.linkedin.com/in/georgebandarian5. Untapped Ventures: https://www.linkedin.com/company/untappedventuresThey break down:• Why shipping your MVP is just 1% of the journey—and what the other 99% really looks like• The difference between vibe coding, AI engineering, and real startup durability• What they learned from going through Y Combinator (twice), taking 80+ investor meetings, and raising a breakout seed round.• Why automation means more software businesses and not fewer jobs00:00 Trailer01:07 Introduction02:29 Empowering entrepreneurs04:27 Woz's Vision10:32 Success stories13:38 The origin story15:27 AI code generation evolution17:29 Technical insights19:44 The Role of AI30:31 Job markets31:20 Entrepreneurial mindset shift32:56 Business building challenges34:54 Creating a successful platform37:45 Y Combinator experience43:41 Fundraising insights49:29 Advice for AI Entrepreneurs56:31 Closing
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About Agentic
The Agentic Podcast, hosted by George Bandarian, General Partner & CEO at Untapped Ventures, leads deep discussions that uncover the untapped potential and breakthroughs of autonomous AI systems shaping the future.Featuring insights from founders, investors, and industry leaders, we dive into the impact of Agentic AI on industry and society, breakthroughs in machine learning, the future of responsible AI, and the convergence of human and machine intelligence.
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