In recent years, artificial intelligence has attracted massive attention, both in the media and in boardrooms. Some headlines suggest that the excitement is beginning to slow, pointing to inflated valuations, strict regulations, and uneven returns from pilot projects. But the numbers tell a different story. Instead of pulling back, investors are still pouring billions into AI, only with a shift in focus. The trend is no longer about chasing quick profits. It is about building for the long term.
According to data from Reuters, global startup funding in the first half of 2025 reached 162.8 billion dollars, with almost two-thirds of that amount tied to AI deals. This shows that despite skepticism, investors remain confident about the future of the industry. Rather than fearing a bubble, they are placing bigger bets, convinced that AI will reshape many sectors in ways that will take years to fully pay off.
One clear example is Glilot Capital Partners, an Israeli venture capital firm known for its strong track record in early-stage investments. The firm recently raised 500 million dollars across its seed and plus funds, bringing its assets under management to more than one billion dollars. At a time when many other funds struggle to close new rounds, this move highlights the strength of investor conviction in AI and cybersecurity. Glilot’s leaders explained that their focus is not just on market timing but on backing founders who can build durable companies with long-term value.
The strategy centers on cybersecurity and infrastructure. These areas are seen as mission-critical, where innovation is urgently needed and where the use of AI creates lasting advantages. Glilot’s approach is disciplined, emphasizing startups that can prove customer return on investment, comply with security requirements, and scale effectively. By filtering carefully, the firm avoids hype-driven investments and instead supports businesses with solid growth paths.
This reflects a wider shift in the venture ecosystem. Analysts point out that investors are becoming more selective, choosing companies that can deliver clear revenue in the medium term and long-lasting profitability. Rather than chasing consumer-facing applications with uncertain payoffs, the money is flowing toward companies that strengthen the foundation of AI.
Israel’s role in this story is also important. Despite regional tensions, the country continues to produce global winners in AI and cybersecurity. Nearly 20 percent of cybersecurity unicorns worldwide come from Israel, a sign of the ecosystem’s resilience. Investors see the combination of technical talent, repeat founders, and strong global ties as reasons to keep betting on the region.
The broader sentiment is clear: AI is a revolution that will create multiple winners across different layers of technology. By focusing on infrastructure and defense, investors believe they are positioning themselves where the most durable returns will emerge. The future of AI funding, therefore, is not about short-term gains, but about building the foundations of an industry set to define the coming decades.
This focus on long-term trajectories while making investment decisions creates a stable environment in which client-facing firms like Thumzup Media Corp. (NASDAQ: TZUP) can expect a steady pipeline of AI innovations that will keep enabling them to supercharge their service offerings in the niches they specialize in.
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