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Reading: Investors weigh growth quality against AI hype at Disrupt 2026
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Investors weigh growth quality against AI hype at Disrupt 2026

A Disrupt 2026 panel makes the case for fundamentals over hype when every startup pitch is now an AI pitch.

Techflier Staff
Last updated: October 22, 2026 2:09 am
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General Catalyst’s Mark Crane, Baillie Gifford’s Shan Shan and ALSO founder Chris Yu argue, in a TechCrunch Disrupt panel, that retention, efficient growth and revenue quality still decide which companies break out even when every pitch mentions AI.

Crusoe founder explains the real cost of AI power
Data movement startup Eliyan reaches unicorn status with new $145M funding
Cognition opens fresh round talks with $40B valuation in sight
Insight Partners leads $350M for data lab Snorkel at $3.5B
Stanford researchers separate AI safety science from the noise
TAGGED:Baillie GiffordGeneral Catalyststartup growthTechCrunch Disruptventure capitalvideo
SOURCES:TechCrunch
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