AI could create a world with billions of agents, millions of robots, and entirely new industries we have barely begun to imagine.
Felicis founder and former Google product manager Aydin Senkut joins Eric Newcomer to break down the technologies he believes will define the next decade, from artificial intelligence and robotics to biotech and the infrastructure powering the AI boom.
Aydin explains why he believes robotics is finally reaching an inflection point, how AI could transform healthcare and drug discovery, and why the biggest opportunities may come from solving problems that previously looked impossible. He also shares lessons from joining Google when it had roughly 30 employees, building Felicis from a $41 million first fund into a firm managing billions, and backing companies including Shopify, Canva, Adyen and Supabase.
They also discuss the AI bubble debate, why Aydin believes the underlying demand matters more than market hype, the companies building the infrastructure behind AI agents, and why Google may be better positioned for the AI era than many people realize.
#ArtificialIntelligence #Robotics #startups
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Chapters:
00:00 Why the Next Tech Wave Is Bigger Than ChatGPT
06:35 AI Infrastructure, Agents & the New Computing Era
13:03 How AI Could Transform Biology and Healthcare
17:49 Why Robotics Is Finally Having Its Moment
22:39 Advice for Founders: Take the Impossible Bet
24:49 From Early Google to Building Felicis
32:23 Reinvention, Risk and What Makes Great Founders
42:59 AI Bubbles, Valuations & Why Google Still Has an Edge