Two straight-talking AI investors sat down at TechCrunch's StrictlyVC event in Los Angeles last week and said the quiet parts loud.
The conversation cuts through the noise on how to underwrite companies when model capabilities shift every 90 days, valuations have decoupled from fundamentals, and the definition of a defensible moat keeps changing. Specific frameworks, not platitudes.
Read the full piece for the actual investor names, the sectors they are avoiding right now, and the one signal they both use to decide whether a founding team understands the moment they are operating in.
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