Jason Lemkin, GP @ SaaStr
Despite $1.8T in VC-backed IPO value in 2026, SpaceX accounts for ~$1.77T; the remaining 43 IPOs raised just $17B. Capital-intensive AI infrastructure flopped post-listing while classic B2B SaaS disappeared entirely—public markets now sort companies by whether AI makes them more necessary or obsolete.
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Topics: Venture Capital & Startups · AI (Horizontal) · Enterprise Software
Published by Saastr · their site ↗
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