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In Machines we Trust

2026 AI Bets: VC Crystal Ball Insights

In Machines we Trust

In Machines we Trust

Technology

4.36 Ratings

🗓️ 31 December 2025

⏱️ 9 minutes

🧾️ Download transcript

Summary

Venture capital insights reveal 2026 bets on memory-augmented agents for long-horizon planning. Decentralized compute networks solve chip shortages innovatively. VCs target $1T AI economy through vertical platform dominance.


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Transcript

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0:00.0

It has been three years almost since ChatGPT launched and kicked off a massive wave of AI

0:07.0

innovation. And every single year, venture capitalists have predicted really strong enterprise

0:12.1

AI adoption. But a recent MIT survey in August found that 95% of enterprises weren't getting

0:18.7

a meaningful return on their investment in AI.

0:21.1

We're going to talk about what that actually means and what venture capitalists say will be

0:25.2

happening or will be different in the coming year as record amounts of money are getting

0:29.3

poured into this industry. Before we get into that, I want to say a huge thank you to the

0:33.2

sponsor of today's podcast, which is delve.com. They help with compliance. And if compliance is

0:38.3

something that's slowing down the deals at your company, whether that's SOC2, HIPAA, GDPR,

0:43.3

there's a lot of, you know, compliance busy work that really kills momentum in deals. So that's

0:47.9

why I brought on Delve as a sponsor for the episode. Delv uses AI agents to automate compliance.

0:53.1

They do end to end. They collect

0:54.6

evidence. They fill out security questionnaires. They customize controls to your actual business so

0:59.3

you can get compliant in days and not months. You also get one-on-one Slack support from real

1:04.0

security experts who respond fast. There is over a thousand fast-growing companies who currently

1:08.7

trust Delve to close deals faster and they help and essentially helps them stay compliant as they scale.

1:13.4

So if this sounds interesting to you, go book a demo at Delve.com.

1:17.1

I'll leave a link in the show notes where you can go check them out.

1:20.3

It's been three years, like I mentioned, since opening I released chat GPT,

1:24.5

and with 95% of companies saying they're not seeing a huge return on investment

1:28.4

from AI initiatives, now I personally think that that could be companies doing it wrong,

1:32.2

or they're underreporting, or maybe they don't know that every single one of their employees

...

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