# AI's Survival of the Fittest

Page: https://stenobird.com/podcast/shift-6601531/ai-s-survival-of-the-fittest
Text version: https://stenobird.com/podcast/shift-6601531/ai-s-survival-of-the-fittest.md
Podcast: [SHIFT](https://stenobird.com/podcast/shift-6601531)
Published: 2026-05-20T04:30:00+00:00
Episode link: https://play.prx.org/listen?ge=prx_3360_b22cabef-c7f1-4ce3-971e-5d0588d810ff&uf=https%3A%2F%2Fpublicfeeds.net%2Ff%2F3360%2Ffeed-rss.xml
Audio file: https://dts.podtrac.com/redirect.mp3/dovetail.prxu.org/3360/b22cabef-c7f1-4ce3-971e-5d0588d810ff/SHIFT_E125_Web_Summit_VC_AI_Vancouver_2026_SEG_A.mp3
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JSON: https://stenobird.com/v1/public/podcasts/shift-6601531/episodes/ai-s-survival-of-the-fittest
Duration seconds: 1228

## Resource

The spray-and-pray approach to AI investing is dead. Join us as we discuss what it takes to stand out in a saturated market as we move beyond the hype to identify real moats and what’s next for investors in this space. This episode was taped before a live audience at Web Summit Vancouver. We meet: Andy McLoughlin is a seed-stage investor at Uncork Capital focused on B2B software, developer tools, and applied AI — and before VC, he co-founded Huddle, an enterprise collaboration platform that was acquired in 2016. George Mathew is a self-described "deep operator turned venture capitalist" at Insight Partners, with 20+ years building companies including as CEO of Kespry and President & COO of Alteryx, which he scaled through its IPO. Emily Fontaine leads IBM's $500 million Enterprise AI fund and quantum investing strategy — she's spent 15 years at IBM, previously serving as Executive Advocate to IBM's Chairman and CEO, and as AI Federal Leader for IBM Consulting. Credits: This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

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## Transcript

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