Founder Who Rejected OpenAI Says AI Agents Threaten Google and Meta Ad Models While Nvidia Is the ‘Safest Bet’

AI entrepreneur Garg said investors are asking the wrong question and should focus on what happens as AI agents take over tasks currently done by humans. He argued that businesses reliant on human user behavior—especially Google’s search advertising and Meta’s social advertising—are the most exposed, according to an exclusive email interview with Benzinga. Garg said AI infrastructure suppliers such as Nvidia, TSMC and Qualcomm are more resilient, calling Nvidia the “safest bet.”