The 5 Biggest Debates That Came Out of VC Unlocked: AI Edition
Across four days and more than twenty sessions, 500 Global's VC Unlocked: AI Edition brought together experienced investors and operators to pressure-test how venture capital works when the underlying technology resets every few weeks.
Put two dozen veteran investors in a room for four days and you'd expect them to converge. They did — on exactly one thing. The AI model itself is no longer a moat. "Code is disposable," as one put it, and a clever technical lead lasts maybe a week before it's copied.
Then the fighting started. Because once you admit the model is free, you're stuck with the harder question: is anything built on top of it actually defensible? or is the whole stack just a race to see who gets cloned slowest? Here are the five arguments that split the room.
