Top VCs on panel: AI frenzy = groupthink boom. Pick 2 reactions you agree with.

Options

• Everyone chasing same three themes
• Best returns will be contrarian
• Groupthink is normal at inflection
• Consumer comeback is real not hype
• Defense is the other groupthink
• Emerging managers win next cycle
• Labs end the venture era for apps
• I tune out panels — noise
• We're still under-invested in AI
• Heat means talent flood — good for founders