ClueConWeekly with Ryan Floyd [Sn. 15 Ep. 6]: AI Investing in 2025
Jon Gray sits down with Storm Ventures co-founder (and ClueCon Jam Session legend) Ryan Floyd to unpack the current state of AI investing. With 25+ years in venture, Ryan explains why AI is the biggest tech wave of his career—and why picking winners now requires a sharper lens on teams, data, and “anti-fragility.”
Founders, product leaders, devs building B2B AI tools, and anyone evaluating AI vendors or setting an AI adoption roadmap, this ones for you!
What we cover:
✔️ How to separate truly AI-powered startups from buzzword copycats
✔️ The “anti-fragile” test: will your product get better as models improve?
✔️ Data as the real moat: private data, governance, and enterprise readiness
✔️ Agentic workflows vs. classic SaaS: distribution, vertical focus (e.g., construction), and ROI
✔️ Practical risks: security/governance, voice-clone scams, copyright gray areas, energy use
✔️ Personal AI use cases and why multimodal interfaces matter for everyday adoption