Where Capital & Emerging AI Categories Collide
VC panelists identified security, world models, material science, drug discovery, biology, compute, chips, and energy as AI categories worth watching beyond agentic hype. They argued defensible AI companies need domain-grounded founders, narrow and useful workflows, customer love, speed of execution, and incremental progress that supports fundraising.
venture-capitalai-startupsdeep-tech+3 other speakers