What VC's Are Looking For in AI Startups Today
In Machines we Trust
In Machines we Trust
4.3 • 6 Ratings
🗓️ 3 March 2026
⏱️ 11 minutes
🧾️ Download transcript
Summary
Chapters
00:00 Introduction to AI Investment Shifts
00:10 What VCs Seek in AI Startups
03:39 What Investors Are Avoiding
06:51 Workflow Ownership and Execution
09:08 Successful AI Wrappers & Moats
10:14 Conclusion: Depth and Expertise
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Transcript
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| 0:00.0 | Welcome to the podcast. I'm your host, Jaden Schaefer. Today I want to talk about what investors are doing |
| 0:05.0 | in 2026 when it comes to investing in AI startups. And I think it's interesting because right now, |
| 0:11.7 | investors are basically telling you what they aren't looking for anymore in AI SaaS companies. It has |
| 0:16.8 | shifted a lot, which is interesting for me being someone who has my own SaaS company, |
| 0:21.7 | AIbox.AI, which I'm sure you've heard me talk about before because we recently did an entire |
| 0:25.8 | redesign of the platform where you get access to over 50 of the top AI models in one place |
| 0:30.9 | for $899 a month. But I think this is broadly speaking, pretty interesting and important for the |
| 0:36.0 | overall AI industry because what |
| 0:37.8 | investors are looking for here, number one means this is what people are building, but this is |
| 0:42.9 | also what we're likely to see more of when it comes to updates inside of the AI industry as a whole. |
| 0:47.9 | So this is what we're going to jump into on the podcast today. What I think is interesting is |
| 0:52.9 | investors have poured billions of dollars into AI for the last |
| 0:56.3 | few years. This isn't a trend that is slowing down. And I think all of this technology really has played a |
| 1:01.6 | huge role in Silicon Valley's, basically their priorities, and a lot of what comes out of the |
| 1:06.3 | global tech industry. I think even in a market right now that is obviously very obsessed with AI. I mean, |
| 1:11.2 | if you if you look at every basically every single company that is raising money now is no longer |
| 1:15.9 | just a SaaS. It's like an AI company. And so I think while every company has kind of added |
| 1:20.6 | AI to their sales like their pitch deck basically for VCs, I think it's becoming a lot more |
| 1:26.5 | selective on who's actually getting money, right? |
| 1:28.9 | You can't just put AI on your pitch deck and get money. So according to one of the first interviews |
| 1:34.7 | or kind of data points I got on what VCs are looking at as far as invested in AI companies today |
| 1:39.1 | that maybe they weren't in the past is from Aaron Holliday. He's a managing partner at 645 Ventures. And by the way, |
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