George Bandarian argues that by the time AI trends show up in ChatGPT or mainstream market maps, the best investment window has already closed. He points to data center growth and emerging categories like First Principles AI that haven't hit CB Insights yet as the real opportunities.
I think it's really fascinating, this, this time that we're entering, and the data behind it is because you could see the data center growth that's taking place. You could see the CAGR of the agents market. That's not too far out. I mean, that's 2028. That's only in a couple years, and you could see how quickly agents are projected to grow. If we look at a few other charts, you could look at Gartner's hype cycle for 2025 and see the First Principles AI, AI governance platforms, and some of those other ones. Some of what I'm talking about hasn't even made the Gartner Lens yet. And that's, that's really what we were looking for. The thing that I challenged the team with is if, if ChatGPT knows about it, if CB Insights or PitchBook has the category on a market map, then we're already too late, right? We only want to invest in something that is not already a category on a market map, but ideally there's not even a market map for it. Right? And that's basically what we're talking about today.
The AI Agent Getting More Supplier Data in 5 Weeks Than a Team Did in 2 Years
