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What VCs actually want from AI companies before they invest | TechCrunch Disrupt 2025

From model infrastructure to niche applications, AI is producing a new breed of founders, and a new set of investor expectations. In this TechCrunch Disrupt 2025 panel, top VCs share what’s catching their eye (and what’s not), how they’re thinking about defensibility in a world of AI monopolies, and what founders need to show to…

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From model infrastructure to niche applications, AI is producing a new breed of founders, and a new set of investor expectations. In this TechCrunch Disrupt 2025 panel, top VCs share what’s catching their eye (and what’s not), how they’re thinking about defensibility in a world of AI monopolies, and what founders need to show to get that next term sheet. Our speakers include…

Aileen Lee, Founder, Cowboy Ventures
Steve Jang, Founder/Managing Partner, Kindred Ventures
Jon McNeill, CEO & Co-founder, DVx Ventures

#TechCrunchDisrupt2025

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1 Comment

1 Comment

  1. @mylocator

    November 5, 2025 at 1:49 pm

    the future is location ai interfface. an app for everthing. consolidation. who will be the king of location based natural language ux ai app. the throne is wide open.

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Science & Technology

Menlo’s Matt Murphy on Anthropic’s real edge (hint: it’s not the model)

The quality of your AI model doesn’t matter if no one’s using it. Early Anthropic investor and Menlo Ventures partner Matt Murphy breaks down why just assuming customers will re-platform because of quality alone is the wrong bet in this episode of Equity:

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The quality of your AI model doesn’t matter if no one’s using it.

Early Anthropic investor and Menlo Ventures partner Matt Murphy breaks down why just assuming customers will re-platform because of quality alone is the wrong bet in this episode of Equity:

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With the Galaxy Z Fold 8, Samsung has finally made a book-style foldable that’s geared less toward productivity and more toward entertainment. Let’s unbox it. #unboxing #galaxyzfold8 #zfold8 #foldable #allthingsmobile

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With the Galaxy Z Fold 8, Samsung has finally made a book-style foldable that’s geared less toward productivity and more toward entertainment. Let’s unbox it. #unboxing #galaxyzfold8 #zfold8 #foldable #allthingsmobile

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CNET

Unboxing Samsung’s $2,100 Galaxy Z Fold 8 Ultra in Violet Shadow

With its refined screen, faster charging and new processor, Samsung’s top-tier foldable has a lot to offer. Let’s unbox the $2,100 Galaxy Z Fold 8 Ultra in violet shadow 📲😈 #galaxyzfold8ultra #unhoxing #samsunggalaxy #foldable #mobile

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With its refined screen, faster charging and new processor, Samsung’s top-tier foldable has a lot to offer. Let’s unbox the $2,100 Galaxy Z Fold 8 Ultra in violet shadow 📲😈 #galaxyzfold8ultra #unhoxing #samsunggalaxy #foldable #mobile

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