The AI-Native Investment Thesis

Glasswing Ventures founder Rudina Seseri outlined an "AI-native" investment strategy at Bloomberg Invest 2026, prioritizing companies where AI is the foundational architecture rather than an add-on. Seseri emphasized capital flows are increasingly favoring firms with AI embedded in their core operations, reshaping venture funding patterns by early 2026. The next corporate winners will likely emerge from sectors leveraging AI for competitive differentiation, per Seseri’s thesis presented in New York. Identifying these leaders requires assessing how deeply AI drives product development, scalability, and market adaptation, she noted during the discussion. The shift signals a broader trend where AI-first design becomes the default for high-growth startups, redefining traditional investment metrics.