Billions of Agents, Billions of Robots - Where the Next Trillion-Dollar Companies Get Built
28 Apr 2026 · 1 min

0:41
In this talk, George Bandarian announces a strategic pivot for his fund: moving away from being an "AI‑native" investor to focusing on the Autonomous Economy (AE). He defines the AE as a new economic paradigm where digital agents and physical robots can perform end‑to‑end work and transact value without human involvement. Bandarian contrasts this emerging model with the traditional, human‑centric economy that is limited by biology, time, and headcount, arguing that the autonomous economy’s primary constraints are compute, energy, and data. This shift frames the fund’s investment thesis around backing startups that build agents and robots capable of autonomous value creation.










