Every founder is making a bet on which piece of the AI stack will matter in three to five years. Albert Chen (Two Small Fish Ventures) makes that bet for a living, backing deep-tech infrastructure plays built on where he thinks compute and data bottlenecks will break next. Shahir Daya (CPTO, Zafin) is living the other side of it — deploying agentic AI inside one of the most legacy-heavy, regulated industries there is, where the hard problems are governance, auditability, and trust rather than raw capability. This session puts the investor thesis and the operator reality side by side: what founders are betting on, what actually breaks in production, and where those two views converge or clash. For founders, it’s a rare chance to pressure-test a fundraising narrative against what deployment actually demands.
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