AI Investor Panel: How Will We Fund the Global AI Revolution? | EP 219

How will we fund the global AI revolution? All the rules are being rewritten about how you fund growth because we just need all the capital we can get. What is the main thing? It is AI. Where does the next NVIDIA style growth come from? The compute has gotten so expensive. They're gonna dedicate massive amounts of capital to this space. I'm the old fashioned stock exchange. I think our common challenge will be to to make sure that, you know, we find as many ways as possible that we match the capital with the opportunities. The amount of capital, going into the sector way outstrips the venture funds. That trend is now drawing in a huge amount of money, which is why we're talking about it on this stage in Saudi Arabia. The the untapped but mobile capital is here in this room, and if it jumps on the opportunity, the it's like an opportunity I've never seen before. Now that's the moonshot, ladies and gentlemen. Alright. Welcome everybody to our AI mini summit brought to you by Link Exponential Ventures. It's a pleasure to have you. We're gonna be having a series of thirty minute conversations that look at AI investing, where the next trillion dollar companies are coming from. We'll be having a session of our moonshot summit. And I'd like to open with our first session, which is how will we fund the global AI revolution? To enable this conversation, it's a pleasure to bring on stage three leaders in this field, David Blunden. David is my business partner. He's a serial entrepreneur. He is the managing partner of Link Exponential Ventures with 23 startups under his belt, a long track record of a 44% IRR, a little over a billion dollars AUM based on the campus of MIT and Harvard. David Blunden, please come on up. Take a seat here. Thank you, David. Next up is Bonnie Chan, CEO of the Hong Kong Exchange and Clearing eight HKEX since March 2024, bringing over 30 of global capital markets, legal, and listening transformation experiences. Bonnie, please join us. And finally, on our panel this morning is Anjaneh Mida, partner at Andreessen Horowitz, a 16 z investing in Frontier AI open source infrastructure. The man who's backed Anthropic on the board of Mistral. Please welcome to the stage, Anjane Mehta. Hey, Anjane. So how will we fund Take a load off, Peter. Global AI revolution, guys. So, I mean, when I think about it, we are seeing today, at least in The United States, a billion dollars deployed per day into AI. The expectations are we're gonna see that growing to $3,000,000,000 a day by 2030, and I expect it's gonna blow through that. In fact, I'm seeing capital flowing to the exclusion of a lot of other things. Let's open with opening thoughts around that. Anjane, I mean, you're at one of the largest venture funds on the planet. What percentage of a 16 z …