The AI boom is creating extraordinary opportunity — and significant risk. This panel tackles the hardest question in the market: how to tell which AI companies will endure, and which won’t.
Leading investors share how they separate substance from hype amid inflated valuations, fast-follow products, and aggressive burn. The discussion focuses on repeatable signals: defensibility, data advantage, routes to revenue, and whether teams are building businesses with long-term consistency rather than short-term momentum.
This is a practical session for founders building in AI and investors allocating capital in the space — grounded in judgement calls that repeat across cycles, not trend-driven optimism.
If you’re building, backing, or evaluating AI companies, this conversation offers a clear lens for identifying real value.