“If I look at enterprises, still early, lot of hype, but very few enterprises. Can actually do anything with this technology”
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More from Navin Chaddha
PredictionNot checkable as stated
Chaddha: AI is a 100x era creating many $100B companies
“And in the AI era, overall, it's a hundred X opportunity. I've been lucky to be involved in the web era, the mobile, the cloud, the social, the not so good eras. And then the AI, I think those eras were a 10 X opportunity. This is a hundred X opportunity. So t…”
Navin ChaddhaOct 3, 2025▶ 3:10Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Chaddha: AI and vibe coding will create 3 billion programmers
“Using AI, I think everybody, eight billion people in the world will be programmers because they'll vibe code. That's why this is a hundred X opportunity. It's really a hundred X because hundred X times thirty million is three billion. So there will be three bi…”
Navin ChaddhaOct 3, 2025▶ 5:37Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Chaddha: Vibe coding companies at $100M revenue will quickly reach $10B
“Let's look at vibe coding. Companies are doing a hundred million in revenue, two hundred million in revenues. They're going to be doing ten billion in revenues. We'll blink and that's what they will be.”
Navin ChaddhaOct 3, 2025▶ 8:16Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Chaddha: Only 1% to 3% of hyped AI startups will survive
“We could go from all these hyped up companies. Some will keep growing, but maybe that will be one percent, two percent, three percent of the hype companies. But a lot of them are making their lives really, really hard.”
Navin ChaddhaOct 3, 2025▶ 10:23Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
PredictionOpen · timeframe Oct 2026
Chaddha: AI startups will capture 90% of VC funding within a year
“I think it's going to be 90% in a year.”
Navin ChaddhaOct 3, 2025▶ 15:09Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Chaddha: Non-AI startups will take 10x longer to raise capital
“Companies are going to take 10 X the time to raise money if they are not an AI native company.”
Navin ChaddhaOct 3, 2025▶ 15:16Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
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