“AI is real. It enables things that were not possible before in terms of use case. It enables cost savings.
But also what we see is a lot of things that don't solve a PO a problem for their customer or are not real sustainable businesses that are gonna have legs to actually get funded.
I think on one side you have people like us that see, okay, this transformation is real. This is true pro platform shift. Let's go look for the things that should exist. But on the other side, there's a lot of supply that is just technology looking for a problem that. It's not there.”
— Renata Quintini (Renegade Partners) from SF Tech Week 2025
📹 Roll
So where are we in terms of VC fundraising right now? How much of that fundraising is going to AI startups? Is it still as hard as it has been? Is it getting hotter? Is it cooling off and going to other sectors? Just give us a lay of the land. The real question is what are products and businesses that need to exist, right? So here we are in this like platform transfer transformation, AI is real and enables. Things that were not possible before in terms of use case, it enables cost savings, but also what we see is a lot of things that don't solve a problem for their customer or are not real sustainable businesses that are going to have legs to actually get funded. I think on one side you have people like us that see, OK, this transformation is real, this is true platform shift, let's go look for the things that should exist. But on the other side, there's a lot of supply that is just. Technology looking for a problem that it's not there.
