Investing Through Disruption: Venture Capital in the AI Acceleration Era

The hardest part of investing in AI right now isn’t finding opportunities, it’s knowing what’s real. With new companies launching daily and entire categories forming overnight, traditional venture playbooks are being tested. In this session, leading investors explore how they’re making decisions in a market where timelines are compressed and signals are noisy. From agentic AI and developer tooling to infrastructure and emerging platforms, the conversation will focus on where durable value is actually forming and how to separate momentum from substance. How do you underwrite a founder building in a market that doesn’t fully exist yet? And what does conviction look like when everything is moving this fast? This is a candid look at how investors are adapting and what founders should understand about how capital is really being deployed today.