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Nikhil Kamath Asks the People Building AI in San Francisco Whether the Boom is Real, and Where It Goes Next

Nikhil Kamath Asks the People Building AI in San Francisco Whether the Boom is Real, and Where It Goes Next

Oct 26, 2026

Bengaluru (Karnataka) [India], October 26: Companies started six months ago are valued at a billion dollars. Investors trade secondaries "like they're selling potato chips". And the productivity gains everyone talks about have yet to show up in GDP. In the latest episode of WTF, recorded in San Francisco, Nikhil Kamath brings a stock market investor's scepticism to four people building across the AI stack, and asks them whether the boom is real.

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