Evaluating AI-Native Companies

Today’s AI conversations often start - and stall - at surface level. Investors are flooded with pitches that tout LLM integrations, image generation, or plug-and-play tools layered onto standard products. But in a world where access to core models is increasingly commoditized, the next great challenge is depth – and where that depth can be defensible.

​What makes a company truly AI-native – not just AI-enhanced? And what can be possible when AI moves beyond the screen and into the physical world?

​On July 8th, join Maeve Wang, Co-founder & CEO of IAMBIC, for a fireside chat moderated by David Bell, legendary early-stage investor and former Wharton professor. Known for backing some of the most iconic product-led companies of the last two decades, David brings a sharp investor’s lens to this moment in AI – asking the right questions about depth, defensibility, and full market potential. This conversation will explore:

• ​The difference between AI-enhanced and AI-native products
• ​What defensibility looks like when models are table stakes
• ​How investors should assess depth, integration, and staying power
• ​Why the physical world may be AI’s overlooked frontier

​This event is designed primarily for investors, with a happy hour to follow. Founders at the intersection of AI and physical product innovation are also encouraged to attend.