With $90B poured into AI over the past year, where is the focus going to be in 2025? I spoke to four top investors to find out.

1. Yipeng Zhao (Embark Ventures) believes AI offers a one-year head start. Fast GTM wins. Slow movers risk irrelevance.

2. Hari Arul (Khosla Ventures) has stopped backing co-pilots altogether. His take? Human-in-loop models won’t survive past 2026.

3. James Shecter (Fika Ventures) says enterprises need the illusion of control over their AI workflows.

4. Nicole Toussaint (TenOneTen Ventures) sees the “Scopely moment” for AI agents approaching fast — and soon, market entry will outweigh engineering breakthroughs.

Tune in now.

Connect with us at:

1. Yipeng Zhao: https://www.linkedin.com/in/yipengzhao/

2. Hari Arul: https://www.linkedin.com/in/hariarul/

3. James Shecter: https://www.linkedin.com/in/jamesshecter/

4. Nicole Toussaint: https://www.linkedin.com/in/nicole-toussaint-2874a1106/

5. George Bandarian: https://www.linkedin.com/in/georgebandarian/

6. Untapped Ventures: https://www.linkedin.com/company/untappedventures/

Where Top VCs Are Placing Their AI Bets In 2025 | Agentic EP 04