Are AI Startups Building Real Value or Just Chasing Hype?
Investors described how AI startup evaluation is shifting from hype to durable revenue, token COGS, defensibility against model labs, and whether products survive API changes. The strongest opportunities discussed were upstream infrastructure bottlenecks, AI-native enterprise software that compounds through doing work, and founders with deep technical skill, agility, and human-centered judgment.
ai-startupsventure-capitaldefensibility+3 other speakers