Where AI Is Headed

About this session

As capital floods into AI, venture capitalists are placing high-stakes bets on the future of intelligence—backing not just models, but infrastructure, vertical applications, agent frameworks, and entirely new paradigms of human-computer interaction. In this candid panel, leading VCs share where they see opportunity, what signals they look for in an AI startup, and how they're thinking about defensibility in a world dominated by a few foundational players. You'll hear perspectives on timing, technical moats, the role of open source, and the likely shape of long-term winners. Whether you’re a founder, operator, or enterprise buyer, this session offers a rare look into how top investors are parsing the noise and shaping the next wave of AI innovation.