
VCs Abandon Old Rules for a ‘Funky Time’ Investing in AI Startups
Venture capitalists are revising their playbooks for AI startups, emphasizing rapid growth, data generation, and strong go‑to‑market strategies. Aileen Lee of Cowboy Ventures described the shift as a “funky time” at TechCrunch Disrupt, noting that traditional metrics are giving way to new variables such as competitive moats and technical depth. Jon McNeill of DVx Ventures highlighted the heightened scrutiny on seed‑stage companies, while Steve Jang of Kindred Ventures stressed the need for both solid technology and robust marketing. The panelists agreed that the AI sector remains early‑stage, leaving room for challengers to unseat incumbents.










