George BandarianAI Innovator & Venture Leader Driving Future Technologies

The Autonomous Economy: Why We're No Longer an AI Fund

Name: The Autonomous Economy: Why We're No Longer an AI Fund
Uploaded: 2026-04-28T21:13:32+00:00
Duration: 1 min 14 s
Channel: George Bandarian
Description: In the opening monologue of the Agentic Podcast episode titled "The Autonomous Economy: Why We're No Longer an AI Fund," host George Bandarian, general…

28 Apr 2026 · 1 min

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1:14

In the opening monologue of the Agentic Podcast episode titled "The Autonomous Economy: Why We're No Longer an AI Fund," host George Bandarian, general partner at Untapped Ventures, introduces the firm's Autonomous Economy (AE) thesis. He highlights that while attention is on AI tools like OpenClaw and Claude Code, a far larger shift is imminent: billions of autonomous agents and robots will soon perform end‑to‑end economic work and transact. Bandarian explains that this emerging AE creates entirely new layers of infrastructure, applications, and workflow opportunities for founders, and offers investors a fresh lens to identify outsized value creation over the next decade. He frames the thesis as central to Untapped Ventures' investment strategy, shaping the types of founders they seek and the research they conduct. The episode will feature his full AGM presentation, LP reactions, and a Q&A session.

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While everyone is busy talking about OpenClaw and Claude Code and the latest videos of robots doing tricks, what no one is talking about is that we're knocking on the door of billions of agents and billions of robots coming online and doing economic work end-to-end and transacting. We call this the autonomous economy, AE for short. Welcome back to the Agentic Podcast. I'm George Bandarian, your host. And general partner at Untapped Ventures. And in today's episode, I'm going to share our autonomous economy thesis unveiled to our LPs recently at our AGM, annual general meeting, in LA. For founders, the autonomous economy opens up an entirely new space to build new infrastructure, new applications, new workflow layers, and entirely new companies that couldn't have existed before. And for investors, it creates a new lens for understanding where outsized value will be built in the next decade. So at Untappd, this is more than a market we're watching. It's a thesis that's shaping how we think, what we study, and the kinds of founders we want to meet early on. You'll get to hear my full presentation with some LP reactions and Q&A. Should be a real thought-provoking session for our listeners. Let's go.