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 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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Post from TechCrunch on November 05, 2025

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