Why Hardware Is Experiencing a Renaissance

Derek asks about hardware's future; Navin explains a shift back to centralized, specialized hardware, GPUs, cooling, and semiconductor opportunity.

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Episode notes

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