289: The AI paradox (and 3 other trends shaping tech investing in 2026)
Wed Feb 04 2026
Costs dropped 90%. Funding got 10x harder.
It's now much cheaper to build an AI product than it was two years ago — and far harder to convince investors your product has a moat.
In this episode, Sophia Matveeva breaks down the four investing shifts shaping who gets funded, who doesn't, and why.
You'll learn why vertical AI is winning, B2B beats consumer, acquisitions are replacing IPOs, and deal terms are getting riskier for founders.
If you're building a tech product or considering raising capital, this episode will help you see what investors actually care about—before it's too late.
In this episode, you will hear:
Why it's 90% cheaper to build AI — and still harder than ever to get funded How "AI for everyone" quietly kills your defensibility with investors The hidden reason B2B startups keep winning while consumer apps struggle to survive What today's deal terms can cost you at exit if you don't understand them now Resources from this Episode
Tech for Non-Techies episode: 213. How NOT to sell your company
YouTube: APIs for Non-Techies
Free AI Mini-Workshop for Non-Technical Founders
Learn how to go from idea to a tested product using AI — in under 30 minutes.
Get free access here: techfornontechies.co/aiclass
Follow and Review:
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Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
For the full transcript, go to https://www.techfornontechies.co/blog/289-the-ai-paradox-and-3-other-trends-shaping-tech-investing-in-2026
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Costs dropped 90%. Funding got 10x harder. It's now much cheaper to build an AI product than it was two years ago — and far harder to convince investors your product has a moat. In this episode, Sophia Matveeva breaks down the four investing shifts shaping who gets funded, who doesn't, and why. You'll learn why vertical AI is winning, B2B beats consumer, acquisitions are replacing IPOs, and deal terms are getting riskier for founders. If you're building a tech product or considering raising capital, this episode will help you see what investors actually care about—before it's too late. In this episode, you will hear: Why it's 90% cheaper to build AI — and still harder than ever to get funded How "AI for everyone" quietly kills your defensibility with investors The hidden reason B2B startups keep winning while consumer apps struggle to survive What today's deal terms can cost you at exit if you don't understand them now Resources from this Episode Tech for Non-Techies episode: 213. How NOT to sell your company YouTube: APIs for Non-Techies Free AI Mini-Workshop for Non-Technical Founders Learn how to go from idea to a tested product using AI — in under 30 minutes. Get free access here: techfornontechies.co/aiclass Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/289-the-ai-paradox-and-3-other-trends-shaping-tech-investing-in-2026