The world is changing fast — and there’s no going back.
In this episode, legendary Silicon Valley investor Navin Chaddha (Managing Partner at Mayfield) lays out a powerful prediction: “Every business will become an AI business — no exceptions.”
We dive into what that really means for founders, industries, and the future of work. Navin introduces the concept of “vibe coding”, where 8 billion people can become builders — simply by describing what they want. He shares why SaaS is dying, how vertical AI models will dominate entire industries, and why physical AGI will transform the real world — from robots to logistics to healthcare.
He also explains how billion-dollar companies will soon be built by teams of two or three people, thanks to the power of AI-native architecture.
This episode is a wake-up call for every founder, builder, and leader who wants to stay ahead in the new AI era.
Follow Navin Chaddha – X (Twitter): https://twitter.com/NavinChaddha
Follow Derek – X (Twitter): https://twitter.com/derekjandersen
Timestamps:
00:00 - Introduction
00:38 - The Excitement of AI Technology
02:10 - The Future of Coding and Development
04:20 - Collaborative Intelligence in Action
05:00 - The Era of 8 Billion Builders
06:01 - Democratizing Entrepreneurship with AI
07:42 - The Impact on Venture Capital
08:54 - The Renaissance of Hardware
11:44 - AI's Role in Physical Applications
13:50 - Disruption in Home Appliances
19:20 - Barriers to Physical AGI
20:52 - Reimagining Industries with AI
26:15 - The Great Equalizer of AI
Episode Partners:
Salesforce
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