Overview

A panel of seasoned investors dug into the “gap to adoption” for AI: in enterprises, the biggest blockers are brittle tooling, governance/observability, and change management—so wins cluster in coding copilots, customer support, content, and now AI interviewing. On consumer, general chatbots still cover most needs, but step-change products (voice, video, companionship, tutoring) can break out, especially when they nail a specific workflow and deliver clear ROI. For defensibility they favored irreplaceable workflows (plus data where it matters), and for distribution the consensus was simple: build something people love—word of mouth beats everything, with network effects and marketplaces-as-tools as powerful wedges.