AI Investor Panel: How Will We Fund the Global AI Revolution? | EP 219
January 2, 2026
AI Summary
5 min read🎙️ The Voices & The Context
- The Format: This panel discussion at an AI Mini Summit dissects funding strategies for the AI revolution through rapid-fire exchanges among venture capitalists and exchange leaders, blending optimism with pragmatic warnings on capital gaps and societal risks. Technical and forward-looking.
- The Format: A moderated panel interview.
- The Key Players:
- Peter (Host): Tech trend analyst hosting the Moonshots podcast, steering sharp questions on AI investment trends.
- David Blunden: Managing partner at Link Exponential Ventures, serial entrepreneur with 23 startups, 44% IRR, and $1B AUM from MIT/Harvard ecosystem; brings early-stage insights.
- Bonnie Chan: CEO of Hong Kong Exchanges and Clearing (HKEX) since 2024, with 30+ years in global capital markets; offers public market perspective as Asia's IPO leader.
- Anjane Mita (Anj): A16Z partner investing in frontier AI like Anthropic and Mistral; delivers VC firepower on infrastructure and growth challenges.
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What you'll learn
- 1 **(00:00) 🎙️ Introduction: David Blunden, Bonnie Chan, Anjane Mita**
- 2 **(03:03) Explosive AI Capital Inflows and Insatiable Demand**
- 3 **(05:43) Public Markets Perspective: HKEX Boom in AI-Related IPOs**
- 4 **(08:51) Early-Stage Pipeline: MIT/Harvard AI Startups Exploding**
- 5 **(10:45) Infrastructure vs. Applications: Capital Split and Shifts**
- 6 **(13:43) Public Markets View on Infra, Energy, Chips, and Apps**
- 7 **(17:05) Early-Stage Trends: Vertical Use Cases Dominate**
+ Full timestamped outline available in the app
Show Notes
Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends
Anjney Midha is a General Partner of a16z (Andreessen Horowitz), leading AI and infrastructure transactions.
Bonnie Chan is the CEO at Hong Kong Exchanges or HKEX.
Dave Blundin is the founder & GP of Link Ventures
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*Recorded on October, 2025
*The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice.
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