89% of all global venture capital in Q1 2026 went to AI companies. Q1 alone nearly matched the prior five quarters of AI deal value combined.

George Bandarian, General Partner at Untapped Ventures, presents the full Q2 2026 State of AI + Autonomous Economy- the live data deck from Boston, Toronto, and NY Tech Weeks - covering the venture landscape, frontier model capabilities, enterprise adoption data, and the Autonomous Economy investment thesis.

In this episode, we go deep into:

The Venture Data: Why 89% of global VC is flowing to AI, what 266 M&A deals in Q1 (up 90% YoY) signals about consolidation, and the $1–3T+ IPO pipeline that could shatter every record on the books
The Model Arms Race: How GPT-5.4 is matching human experts across 44 professions, why Gemini 3.1 Pro hitting 94.3% on GPQA Diamond changes the benchmark conversation, and what it means that the first model was withheld for being too capable to ship
Enterprise Reality: Why 91% of businesses now use AI (up from 55% in 2024), what it means that 60% of C-suite leaders are planning layoffs for non-adopters, and how AI super-users are already 5× more productive than their peers
The Autonomous Economy Thesis: Why agents will hit 1 billion by 2028 and robots by 2040, what that gap means for capital deployment today, and where Untapped is placing its bets
Advice for Founders + Investors: What VCs are actually funding right now, and a three-layer framework for thinking about AI investment exposure at every stage

If you're a founder building in the Autonomous Economy at pre-seed or seed — let's chat: https://bit.ly/4bq7APh

Learn more about Untapped Ventures: https://untapped.ventures

Plus, connect with us here:

George Bandarian — https://www.linkedin.com/in/georgebandarian/
Untapped Ventures — https://www.linkedin.com/company/untappedventures/