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Navin Chaddha

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  1. Sourcery with Molly O'Shea49 min

    Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield

    Navin Chaddha, Molly O'Shea

    The 2025 venture capital landscape is dominated by artificial intelligence, which absorbed 67% of global funding and created a 30.9% valuation premium for AI-native companies while leaving non-AI startups struggling to raise capital. Investors now prioritize founders with high emotional intelligence and proven execution over concepts, demanding consumption-based pricing models and "painkiller" solutions that deliver recurring revenue rather than relying on unsustainable hype. This shift is accelerating a projected $3 to $6 trillion automation opportunity in the knowledge worker sector, with market value migration moving from current infrastructure dominance toward applied AI and agentic technologies over the next decade.