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Season 2, Episode 1 of The Agentic Podcast with George Bandarian (Untapped Ventures) AI isn’t just changing how we code - it’s changing what a “company” even is. In the Season 2 premiere of The Agentic Podcast , George Bandarian , General Partner at Untapped Ventures, sits down with Andrew Chen , General Partner of a16z Speedrun to unpack what’s happening inside the AI wave. From a16z’s $15B AI fundraise to the rise of agentic engineering (formerly vibe coding), this conver

The AI conversation has largely focused on consumer applications and white-collar productivity. But the industries that keep the world running, including rail, construction, manufacturing, energy, and critical infrastructure, remain one of the most underpenetrated frontiers for applied AI. Industrial engineering is one of the last major blank spots in applied AI. These are high-stakes, non-standard workflows where errors are costly, legacy software is deeply entrenched, and t

2025 was a year defined by clarity, conviction, and momentum. At Untapped Ventures, our focus this year was on what we believe matters most at the earliest stages: understanding where AI is headed, partnering early with exceptional founders tackling hard problems, and building a community of LPs aligned around long-term outcomes rather than short-term noise. That work is the result of a collective effort across our team, founders, and LP community. This Year in Review reflect

This past October, during SF and LA Tech Week, we brought together more than 150 founders and investors  across a series of small, curated dinners - each one designed to create space for honest conversations about building in AI today. Rather than host another large event or panel, we focused on something more intentional: intimate rooms where Day Zero, Stealth, and early-stage founders could connect directly with one another, compare notes, and talk openly about what’s worki