
On September 11, 2025, the Global Investment Leaders Club hosted the 235th Tech & AI Investors Alliance, bringing together 35+ experienced investors from America, Europe, Asia, and the Middle East. The goal was simple: go beyond the hype and talk honestly about how artificial intelligence (AI) is changing technology today.
The discussion showed that AI is not just another buzzword. It’s a tool that can speed things up, cut costs, and even open new markets. But investors also agreed that AI comes with limits, and success depends on where and how it’s applied.
Productivity Gains: Saving Time and Money
One of AI’s biggest strengths is helping people work faster.
Karthik Dasari, Founder & Managing Director at Tern Capital from the United Kingdom, shared how AI has changed his due diligence process: “It’s somewhere between 15–20% of hours saved. If I spend maybe 60 hours doing diligence, it’s now closer to 50”. Tools that summarize expert interviews can also cut research time by 80%, turning an eight-hour job into one or two.
But Karthik also warned that savings don’t always show up as profit right away.
The takeaway: even small improvements in speed matter. Spread across dozens of companies, they can give investors a real edge.
Healthcare: Where AI Shows the Most Promise
Healthcare is one of the clearest places where AI is already making a difference.
Carl Jones, Founder of Inhite Ventures from the United States, explained how his five-year investment in an AI-driven radiology company led to a public exit, showing real financial results.
Other investors described how AI is being used to transcribe doctor-patient visits and automatically create tasks like test requests and follow-up appointments.
Still, there are challenges. Clinical trials, which often take five to seven years, remain the biggest hurdle. As Harikesh Pushpapathan, General Partner at Stoic VC from Australia, put it: “You still have to do human clinical trials… that’s where the bulk of the spend and time is”.
Dr. Ruchi Dana, CEO and Board Member at Dana Group of Companies from the UAE, added that AI is also lowering costs for startups: “Startups don’t need heavy teams anymore… With AI-enabled tools, leaner groups can build an MVP quickly, so much less capital is required up front”.
In short, AI won’t replace doctors or trials, but it is already helping the system work faster and more efficiently.
Moving From Prediction to Discovery
Elianna Knight, Investor at Two Sigma Ventures from the United States, pointed out that the most exciting progress is not just predicting outcomes, but actually discovering new science:
“I’m more interested in companies that use AI to uncover new biology… where mathematicians and PhDs in chemistry or biology converge”.
This shift, from simple predictions to deeper discoveries, could transform how new drugs and therapies are developed.
Investing in the Foundations
Some investors prefer to focus on the “rails” that AI runs on. Karel Tusek, Managing Partner at Tachles VC from Czechia, explained:
“We invest in the intersection of cybersecurity, AI infrastructure and cloud infrastructure… It’s like investing in shovels in a gold rush”.
This means backing the tools and security layers that make AI adoption possible, no matter which end-user applications succeed or fail.
Changing How Businesses Are Built
AI isn’t just changing industries — it’s changing who can start companies and how they’re structured.
Marc Lafleur explained that even a 5–10% improvement from AI is a big win if applied at scale. He also pointed out how AI is leveling the playing field: “A kid in Brazil can develop with the same information as a Google engineer,” he said. “That will fundamentally change the way businesses are set up”.
With AI tools lowering the cost of building products, investors may start seeing smaller, leaner teams competing directly with larger companies.
What Investors Can Learn
Throughout the discussion, several practical lessons emerged:
- Check the claims. Estelle Lloyd, Managing Partner at Lloyd Capital from the United Kingdom, emphasized verifying AI technology early: “We’ve had a few instances where it wasn’t as advanced as described”.
- Look for enablers. Infrastructure, cybersecurity, and cost-optimization tools often create value across industries.
- Measure the time saved. Even if profits aren’t clear yet, hours saved in diligence, coding, or research add up.
- Back real discovery. Companies using AI to uncover new science may have deeper advantages than those just doing predictions.
Conclusion: AI as a Multiplier
The 235th Tech & AI Investors Alliance made one thing clear: AI doesn’t solve everything, but it accelerates almost everything.
It saves time in operations. It makes healthcare more efficient. It lowers the barriers for startups. It creates opportunities in infrastructure. And it allows entrepreneurs from anywhere in the world to compete globally.
The investors who spoke agreed: the winners will be those who focus on real results, not hype. For them, AI is less about replacing humans and more about multiplying human effort, creating faster, smarter, and more resilient businesses





