“We are in the” Super Cycle ” – may last for 20 years

Artificial intelligence in the first part of the “Super Course” that may last 20 years, according to the best investor.

Raj Gangouli, co -founder and participant in the Investment Capital B., told CNBC, “Beyond the Valley”, which was released on Friday that artificial intelligence will have a huge global impact in the coming years.

“We are in the very early stages, which is the third or fourth year of this superior cycle of artificial intelligence. It may be a 20 -year -old cycle. It may be a 15 -year -old long cycle, but it will change the world.”

A Super course It is usually defined as a long period of continuous growth in the market.

Gangoli said that the artificial intelligence cycle “will change the world on every side”, as is the case with how to develop medicines or in the job market, which will witness “deep changes.”

Almost three years have passed since the world sat and I notice artificial intelligence, when Microsoft supports it I released Openai Chatgpt In November 2022. Since then, major companies They poured billions of dollars in technologyWhile Goldman Sachs said that the world is moving to “Different” Super CourseWith artificial intelligence as a major factor.

Gangoli described the three “largest transformations” that he had seen since he started working in the technology sector in the late 1990s. He said that the Silicon Valley “has returned in a big way” with the emergence of the artificial intelligence. However, although he reported that the region used to constitute 80 % to 90 % of the ecosystem of global technology, Ganguly suggested that this now is less than half of the market share, which is “still huge”.

Ganguli said that the second trend shakes the technology industry is that the only founders can be successful now without the need to buy equipment or employ programmers, because artificial intelligence can help them “build and code without knowing how to build and symbol.” He said that while the previous technical boom focuses on the companies facing the consumer such as Amazon and Meta, the next ten years will be more about “deep” technology such as artificial intelligence and semi -advanced semi -connectors.

“This next decade is about to reshape the industries that have not been touched by technology, and it exceeds the consumer (TECH),” said Gangoli.

For its part, B Capital focuses on deep technology, holding companies in the healthcare and climate sectors as part of its wallet, along with artificial intelligence.

Ganguly India has selected as a market that builds Amnesty International applications, which can work with any large language model (LLM).

“The opportunity is now, and where I think profit pools will be, (she) in the original application layer of artificial intelligence,” he said. “Some of these companies that were built in India will be a leader in the market in markets like the United States and Europe over the next five years.”

In response to a question about whether the excitement of artificial intelligence caused parts of the market a “zebrum” – or an exaggeration in its value – Ganguli said: “I think we are in a state of bubble … It is a butter because people believe that in the next five years, artificial intelligence will change the world (but) it always takes what people think.”

Ganguli, who was born in India and grew up in the United States, said he was “detonated” from the innovation he saw upon his return to Asia to work in Bain Capital in 2009.

From Silicon Valley, he said that there is an assumption that people in Asia were copying successful American business models and bringing them to India or China. Instead, what Gangholly said was the “primary innovation” that occurs in Asian countries.

Participated in the establishment of B Capital in 2015, along with the co -founder of Facebook Eduardo Saverin.

“Now the founders in the United States often say, hey, as you know, we want to learn about what is the latest thing in China or India,” said, given the success of applications such as Tiktok or WeChat.