The Next Platform Shift - Why We Stopped Being an AI Fund

George Bandarian, General Partner at Untapped Ventures, breaks down the Autonomous Economy thesis - a new economic framework where billions of AI agents and robots execute work end-to-end without human involvement - and why this shift may dwarf every previous technological revolution, from internet to mobile.

What is the Autonomous Economy (AE)? It’s what happens when billions of AI agents and physical robots can transact, decide, and complete work independently - no human in the loop, no approval required. And it’s already beginning.

In this episode, we dive deep into:

• The Autonomous Economy Thesis — What it actually means when agents and robots can transact and execute work without any humans involved, and why this is bigger than any AI trend you're currently following
• The 5-Layer AE Value Stack — From intelligence and compute substrate to autonomous enterprise experiences, where the next trillion-dollar companies will actually be built
• Human In the Loop to No Loop — Why running 14 Claude Code agents at once is just the beginning, and what fully autonomous operations will look like across every industry
• The Trust and Money Problem — The massive unsolved challenge of letting agents spend money, and why whoever cracks enterprise-grade financial rails for autonomous systems wins big
• What Happens to the Humans — Vinod Khosla's prediction that 80% of jobs will be AI-capable within 4 years, and why George sees displacement as both a crisis and a generational investment opportunity

If you’re in the early innings of building something in AI, especially if you’re figuring things out from first principles—let’s chat: https://bit.ly/UntappedE17ytgb

Learn more about Untapped Ventures: https://untapped.ventures

Plus, connect with us here:

George Bandarian - https://www.linkedin.com/in/georgebandarian/

Untapped Ventures -

https://www.linkedin.com/company/untappedventures/