The 18x Midas Lister Betting $3B on AI (and calling most of it fake) | Navin Chaddha, Mayfield

Podcast: The Peel with Turner Novak · Turner Novak

Opublikowano: 2026-08-07

Navin Chaddha is the Managing Partner at Mayfield. He’s made the Forbes Midas List 18 times, and thinks a lot of the AI revenue everyone's chasing right now is fake. Mayfield is a 56-year-old firm that backs founders at the paper-and-pencil stage. They’re investing $3 billion into AI, but Navin warns the market is overcapitalized by a factor of 10x. We get into what’s actually going on with the $1B+ funding rounds, the $25 trillion of value AI has to justify, the dangers of FOMO, how he separates vibe revenu...