Milk Road AI AI Is Where the Internet Was in the Early 2000s w/ Puru Saxena
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Mar 16, 2026 Puru Saxena, founder of AlphaTarget and investor in high-growth tech, shares why AI feels like the internet in the early 2000s. He explores vast future use cases and personal agents. He discusses which industries will resist or embrace change, how hyperscaler capex signals demand, and where investors might find bargains in infrastructure and security.
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AI Is Where The Internet Was In The Early 2000s
- AI is in the early innings, comparable to the internet in the early 2000s, with long multi-decade growth ahead.
- Puru Saxena points to three years since ChatGPT, rising hyperscaler CapEx, and inference demand as the core growth drivers.
Inference Will Be The Lion's Share
- Inference (running models) will be the dominant, growing revenue pool, not just pre-training.
- Saxena cites McKinsey-like forecasts and CoreWeave data showing inference reaching over 50% of workloads on peak days.
Personal Agents Will Redefine Everyday Tasks
- Personal agents will replace many manual tasks by observing habits, planning, and executing actions on behalf of users.
- Saxena predicts shopping will shift to agent-driven recommendations and one-click ordering across competing LLM ecosystems.