Jason Lemkin, GP @ SaaStr
Three leading VCs unpack a volatile week in AI funding: OpenAI cuts its round valuation to $1.25T, Anthropic's growth halves to ~2x, and pricing pressure reshapes the market. They debate whether agents threaten DoorDash, whether vertical AI plays expand TAM, and why venture now runs on $20B+ bets with no revenue.
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Topics: AI (Horizontal) · Venture Capital & Startups
Published by Saastr · their site ↗
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