Owl Ventures' Amit Patel joins the CEO Spotlight to unpack the EdTech investing rebound and how AI is reshaping the sector. He walks through the cycle of consolidation and proliferation that follows any technology shift, what separates the companies getting funded from those stalling out, and how his firm evaluates whether a startup has a durable moat or risks being absorbed into the frontier models. He closes on what he looks for in a founder and how his global investment thesis has evolved over Owl's first decade.

These are the same themes we'll be exploring with a small group of CEOs, investors, and operators at the StartEd CEO Summit at EdTech Week 2026.

If this is relevant to what you're building, you can learn more or request an invite here.