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▶ 12:55 · Venture Capital · VC concentration creates value dislocation in mid-tier growth companies
episode briefing
Joe Lonsdale

AI Investing Strategy for 2026

2026-05-22 · 2 company · 2 thematic
sentiment
2 bull0 bear0 neu
speakers
eric scott

Eric Scott is managing partner of Overlook Capital, former principal at Founders Fund (Peter Thiel's fund), worked with Max Levchin at HVF Labs, spun out SciFi VC, advised 8VC, and helped build Harbor Health. He grew up in Chicago, attended Claremont McKenna, and started investing in 2013.

now playing · Venture Capital
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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-…
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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…