AI Is Reshaping Venture Capital,But Where Are the Real Returns?

AI has become a dominant force in venture capital, attracting a disproportionate share of funding and driving some of the largest deals in recent years. But beyond the surge in capital and valuations, a key question remains: where are the real, sustainable returns being generated?

This session explores how value is being created across the AI stack while unpacking shifting investment dynamics such as capital concentration, longer time-to-liquidity, and increased competition. Gain insights into how leading investors are identifying high-performing opportunities and positioning for returns in an increasingly complex AI landscape.