Jason Lemkin, GP @ SaaStr
A roundtable discussion between Benchmark's Jack Altman, Harry Stebbings, Rory O'Driscoll, and Jason Lemkin covers Anthropic's S-1 leak, Instinct's $10B valuation in weeks, inference cloud valuations, open-weight model saturation, and structural shifts in seed investing as early-stage risk now requires late-stage capital.
Read the full post on Saastr ↗
Topics: AI (Horizontal) · Venture Capital & Startups
Published by Saastr · their site ↗
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