Delilah Panio is the VP of US Capital Formation at the Toronto Stock Exchange and a leading expert in global capital markets. In this special episode of The AI Chicks, hosted in media partnership with TechCon, Lana Hout and Aisha Corpas Wynn sit down with Delilah to unpack the realities behind today’s AI gold rush — what truly gets investors excited versus what’s simply hype.
Together, they explore the massive shift from VC-fueled AI application bets to the growing race toward infrastructure, compute, and enterprise-scale AI investments. Delilah shares insider insight into what investors are looking for in today’s market, how government and defense funding are influencing the future of AI, and the evolving expectations founders must navigate to build sustainable companies in a rapidly changing landscape.
The conversation also dives into fundraising strategies, the unique challenges and opportunities facing women founders in AI, and why representation at the decision-making table matters more than ever as the next era of technology is being built.
This episode is presented in partnership with TechCon — a leading technology and innovation conference bringing together founders, investors, executives, and industry leaders shaping the future of AI, emerging technology, and global business. Through this collaboration, The AI Chicks continues its mission of making high-level AI conversations more accessible, inclusive, and actionable for the next generation of innovators.
#AI #TechCon #ArtificialIntelligence #VentureCapital #AIFounders #TheAIChicks #WomenInTech #FutureOfAI #CapitalMarkets #AIInvesting #StartupFunding #TechPodcast
The AI Gold Rush with Delilah Panio of TSX
(A TechCon Partnership)
Show Notes
EPISODE COVERS:
1. AI gold rush and market trends
2. Funding and scaling beyond venture capital
3. Toronto Stock Exchange’s tech focus
4. Mining to innovation industry shift
5. Retail vs. institutional investor priorities
6. Hype vs. true AI company differentiation
7. Infrastructure as the future of AI
8. Picks and shovels investment strategy
9. Predictive demand driving supply growth
10. National security, defense, and AI funding
11. Key factors in successful AI pitches
12. Challenges for women-led tech startups
13. Women’s representation in infrastructure sectors
14. Economic impact of investing in women
15. Building generational wealth through AI investing
TIMELINE:
00:00 Working at Toronto Stock Exchange
03:57 Investor trends in AI markets
08:39 AI infrastructure and sustainability
12:03 Predicting future demand for AI
15:36 Advice for raising capital
18:32 Challenges for founders
21:46 Funding trends
24:00 Investing in women-led AI companies
26:06 Changing women's conversation topics
29:55 Exploring capital options for founders
AI gold rush, venture capital, public markets, Toronto Stock Exchange, TSX Venture Exchange, AI infrastructure, funding alternatives, institutional investors, retail investors, pure play AI companies, unit economics, supply chain, critical minerals, data centers, scalability, model training, compute power, hardware pipelines, cloud applications, data security, national defense, ethical AI, regulatory foresight, business model, path to profitability, female founders, SPV (special purpose vehicles), generational wealth, capital markets, picks and shovels