"Mega-funds are leading larger Seed and Series A checks while boutiques dominate mid-sized deals."
It's just the basic step on the path toward rising market concentration and thus, one step closer to oligopoly.
I don't expect the appetites of a16zs and such to be sated like ever, so being a small fish in the VC pond will increasingly become less and less attractive. And with less competition on the investment end, it will suck to be a startup in need of money even more.
great roundup of the latest in venture. The note on AI companies needing to re-earn PMF is a really interesting point...totally shifts the traditional playbook.
Thanks for a great read as ever team. The 'New Funds' section remains a personal highlight. Would be really interesting to see how these track over 3/6/9/12 months. 🙏
Really sharp roundup.....appreciate how you cut through the noise and keep it focused on what actually matters.
"Mega-funds are leading larger Seed and Series A checks while boutiques dominate mid-sized deals."
It's just the basic step on the path toward rising market concentration and thus, one step closer to oligopoly.
I don't expect the appetites of a16zs and such to be sated like ever, so being a small fish in the VC pond will increasingly become less and less attractive. And with less competition on the investment end, it will suck to be a startup in need of money even more.
great roundup of the latest in venture. The note on AI companies needing to re-earn PMF is a really interesting point...totally shifts the traditional playbook.
Thanks Sharyph ✅
Thanks for sharing 🙏
My pleasure ⭐
Thanks for a great read as ever team. The 'New Funds' section remains a personal highlight. Would be really interesting to see how these track over 3/6/9/12 months. 🙏
Great idea 💡 the feedback loop for VCs is more like 10 years 🙈