Justus Lumpe, Konstantin Vinogradov, Nils Eiteneyer & Stephan Wirris
The AI Hype Filter: What’s Real, What’s Investable, What’s Noise?
#1about 3 minutes
How venture capitalists use AI for deal sourcing
VCs leverage AI to analyze diverse data sources like company registries, GitHub, and LinkedIn to identify promising investment opportunities earlier.
#2about 4 minutes
Finding defensible business models beyond software
As AI commoditizes software, defensibility shifts from code to moats like open source communities, strong brands, and rapid go-to-market execution.
#3about 3 minutes
The strategic value of vertical AI solutions
Verticalization in AI allows for superior user experience and deep domain context, creating stickier products than broad horizontal platforms.
#4about 3 minutes
How AI forces portfolio companies to adapt
AI acts as both an accelerator for new companies and a disruptive force for established ones, requiring them to reinvent business models to survive.
#5about 3 minutes
Looking past the hype to find real AI opportunities
Investors are focusing on startups that solve tangible business problems rather than chasing fleeting trends and buzzwords in the rapidly changing AI landscape.
#6about 4 minutes
Navigating AI regulation and open source
While regulation like the EU AI Act is debated, Europe's strength in open source AI models offers a path to building foundational infrastructure.
#7about 2 minutes
The most critical metrics for investing in AI
Beyond revenue, investors evaluate AI startups on commercial traction, user adoption rates, and the founding team's ability to build trust with customers.
#8about 2 minutes
Common red flags in an AI startup pitch
Investors are wary of pitches that promise a one-size-fits-all solution, lack a clear defensible moat, or hide behind abstract promises instead of pragmatic plans.
Related jobs
Jobs that call for the skills explored in this talk.
Matching moments
21:44 MIN
How investors evaluate startups beyond the hype
Coffee with Developers - Leah Culver
08:28 MIN
The danger of AI hype and misapplication in business
AI & Ethics
05:34 MIN
Analyzing the EU's $200 billion investment in AI
Honeypots and Tarpits, Benefits of Building your own Tools and more with Salma Alam-Naylor
18:19 MIN
Startups using AI for efficiency and growth
How is AI changing the leadership role?
28:21 MIN
Navigating competition between AI platforms and startups
Architecting the Future: Leveraging AI, Cloud, and Data for Business Success
17:21 MIN
Addressing European skepticism by demystifying AI's value
How to build a sovereign European AI compute infrastructure
00:28 MIN
The current state and investment in AI technology
A walkthrough on Responsible AI Frameworks and Case Studies
00:59 MIN
Assessing customer excitement and enterprise AI adoption
Architecting the Future: Leveraging AI, Cloud, and Data for Business Success
Featured Partners
Related Videos
29:32AI Changed the Game: How VCs Rethink Product, Talent & Technical Moats
Christian Nagel, Romain Mombert, Shikha Ahluwalia & Justus Lumpe
31:15The AI Skills Gap: What Tech Leaders Must Get Right
Thomas Wollmann, Gerrit Einhoff, Kara Sprague & Alexandra Wudel
29:13AI Sovereignty: What Does It Take?
Clemens Wasner, Boris Hecker, Robin Hermann & Sonja Alvarez
29:00AI in Action: Real Use Cases with Real Impact - Hanna Hennig, Michael Ameling, Tobias Regenfuss
Hanna Hennig, Michael Ameling & Tobias Regenfuss and Mike Butcher
28:19AI in Leadership: How Technology is Reshaping Executive Roles
Jeff Hausmann, Jasmin Kaiser, Bernd Datler & Sonja Alvarez
31:05Open Source AI, To Foundation Models and Beyond
Ankit Patel, Matt White, Philipp Schmid, Lucie-Aimée Kaffee & Andreas Blattmann
30:28Behind the Code: How Women Are Powering the Future of AI
Alexandra Wudel, Madalina Florean & Laura Moritz
28:09The AI-Ready Stack: Rethinking the Engineering Org of the Future
Jan Oberhauser, Mirko Novakovic, Alex Laubscher & Keno Dreßel
From learning to earning
Jobs that call for the skills explored in this talk.
AI Developer (Startup / Fullstack met AI Focus)
Verzelen Maes Consultants BV
Remote
API
Azure
DevOps
Python
+5
AI Governance Consultant
TRUSTEQ GmbH