Speaker session
The era of speculative funding is over. Capital is concentrating around fewer companies, fewer themes, and higher-conviction bets. This session brings together leading investors actively deploying capital across AI, Quantum, Climate and Deep Tech to unpack where real conviction is forming, across infrastructure, platforms and industrial-scale applications, and what that signals for the next generation of category-defining companies. Our Panel will discuss what is being backed now, what is falling out of favour, and what it takes to attract capital in a more disciplined and competitive market.