# Inference Will Be $10TRN Market: What No One Sees | Software Investors are F***ed | Naveen Rao

Markdown copy of https://realalpha.app/v/4UmFfI8CWuA/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

- Show: 20VC
- Hosts: Harry Stebbings
- Published: Oct 24, 2026

## The best minutes

Not cut yet.