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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

Eclipse Ventures Co-Founder Lior Susan’s Insights Into a $1.3B Bet on Physical AI | StrictlyVC

Fresh off raising a $1.3 billion fund, Eclipse Ventures is doubling down on what it calls physical AI. In this StrictlyVC interview from our 2026 event in San Francisco, co-founder and managing partner Lior Susan discusses robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the physical world. Plus,…

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Fresh off raising a $1.3 billion fund, Eclipse Ventures is doubling down on what it calls physical AI. In this StrictlyVC interview from our 2026 event in San Francisco, co-founder and managing partner Lior Susan discusses robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the physical world. Plus, you can get a peek into Susan’s perspective about the SpaceX IPO.

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Science & Technology

The OpenAI vs. Elon Musk Trial Is Getting Messy Fast | Equity Podcast

Elon vs. Altman is just getting started, and Musk’s own tweets are already working against him in court. Shareholders, take note 👀 Catch the full breakdown on the latest Equity podcast episode:

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Elon vs. Altman is just getting started, and Musk’s own tweets are already working against him in court. Shareholders, take note 👀

Catch the full breakdown on the latest Equity podcast episode:

Continue Reading

Science & Technology

Campbell Brown on Going From Anchor to Facebook to Founding Forum AI | StrictlyVC

Campbell Brown has seen the information ecosystem from every angle — as a journalist, as Meta’s former head of news, and now as founder and CEO of Forum AI. In this StrictlyVC interview from our 2026 event in San Francisco, she discusses trustworthy AI, misinformation at scale, and what it takes to build reliable information…

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Campbell Brown has seen the information ecosystem from every angle — as a journalist, as Meta’s former head of news, and now as founder and CEO of Forum AI. In this StrictlyVC interview from our 2026 event in San Francisco, she discusses trustworthy AI, misinformation at scale, and what it takes to build reliable information systems in the age of AI.

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