Fireside Chat: What AI Investors Are Betting On Now

In this VC AMA session from AI Summit 2025, leading investor Kevin Rose (Partner, True Ventures) shares where capital is flowing in AI, what’s no longer investable, and how early-stage founders can break through the noise.

Moderated by Allie Garfinkel (Senior Finance Reporter, Fortune), this candid conversation reveals how VCs are navigating the AI boom and what signals they look for before writing a check.

If you’re building or fundraising in AI, this is a must-watch.

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