The convergence of AI acceleration, shifting VC strategies, and breakout founder stories makes 2025 feel like a turning point. Appreciate the clarity and signal through the noise!
Such an active first two quarters. Lots to chew on! Thirty-six new unicorns were probably like a lot to have in six months, pre AI! Not anymore. It's also fascinating to see the AI browser war heat up. For me, the most intriguing stat was that 20 VC firms capture 95% of profits. I always thought power law was in action here but this is such a tiny group. I wonder with big tech's huge capex expenditures into AI, how the power dynamics and returns of these elite 20 now look.
The convergence of AI acceleration, shifting VC strategies, and breakout founder stories makes 2025 feel like a turning point. Appreciate the clarity and signal through the noise!
Great summary here guys. Keep up the good work.
Such an active first two quarters. Lots to chew on! Thirty-six new unicorns were probably like a lot to have in six months, pre AI! Not anymore. It's also fascinating to see the AI browser war heat up. For me, the most intriguing stat was that 20 VC firms capture 95% of profits. I always thought power law was in action here but this is such a tiny group. I wonder with big tech's huge capex expenditures into AI, how the power dynamics and returns of these elite 20 now look.