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AI Applications · Pre-ChatGPT founders using AI to slash operating costs without market credit
now playing · AI Applications
Venture Capitaltailwindscore 8/10eric scott
VC concentration creates value dislocation in mid-tier growth companies
10x increase in venture dollars and 9x fund size growth at top 20 firms concentrate capital into few trillion-dollar candidates, leaving hundreds of 50-150% YoY growers with strong product-…
AI Applicationstailwindscore 7/10eric scott
Pre-ChatGPT founders using AI to slash operating costs without market credit
Companies founded pre-ChatGPT but now AI-native are using AI to dramatically reduce operating costs while maintaining durable moats (network effects, regulatory, cost of capital), yet marke…