Moonshots with Peter Diamandis AI Investor Panel: How Will We Fund the Global AI Revolution? | EP 219
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Jan 2, 2026 
In this thought-provoking discussion, Anjney Midha, a General Partner at Andreessen Horowitz, emphasizes the overwhelming shift of capital towards AI, tackling energy constraints for GPU data centers. Bonnie Chan, CEO of HKEX, highlights the crucial need for diverse funding channels in public markets to match AI opportunities. Meanwhile, Dave Blundin, managing partner at Link Exponential Ventures, shares insights into the surge of AI startups from academic powerhouses and the importance of early investment to capitalize on rapid valuation growth.
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AI Is Rewriting Investment Verticals
- Andreessen Horowitz treats every fund as an AI fund because AI now spans applications, infrastructure, and healthcare.
- The demand for compute and high-quality tokens outstrips traditional VC funding and reshapes how growth gets financed.
Funding Needs Outstrip Traditional VC
- Capital needs for AI now far exceed traditional VC; corporate and strategic investors fill the gap.
- Untapped global capital pools could accelerate AI funding if they join the existing loops.
Tokens Are The New Scarce Input
- The last few years focused on infrastructure build-out converting cash into GPUs and then tokens.
- High-quality tokens from foundation models are now a scarcer, more valuable input for application builders.