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At Web Summit, Larry Li joined Brett Gibson and Kelsey Cheng to discuss the evolving venture landscape, emphasizing that the most significant changes are structural rather than flashy. Key insights included AI as a baseline, the scarcity of workflow-level data over software features, and the importance of early founder quality.The panel also highlighted shifting success metrics, focusing on durability, revenue, and multiple paths to liquidity, underscoring that real edge comes from seeing opportunities others overlook.
