Investing in AI: builders vs. adopters

Central Room
Market InsightsEfficiency

Top VCs Gabriel de Vinzelles, Alexis Robert, Paul Murphy, and Rana Yared discuss how the distinction between AI builders, like Poolside and Mistral, and AI adopters is reshaping investment strategies. They’ll explore how each approach influences risk, timelines, and growth potential in today’s AI-driven market.


Moderator: Julien Codorniou, Investor at Felix Capital




Gabriel De VinzellesPartnerfrstRead the bio
Alexis RobertPartnerKima VenturesRead the bio
Paul MurphyGeneral Partner Lightspeed Venture PartnersRead the bio
Rana YaredGeneral Partner Balderton Read the bio