Nikunj Kothari, Partner @ FPV
Venture valuations have become unmoored from reality: seed rounds command billions on the premise every founder can replicate Anthropic's trajectory, while strategic M&A at low multiples and the Series A crunch expose the fantasy. Fundamentals still matter, but consensus-chasing VCs have abandoned non-consensus bets.
Read the full post on Nikunj Kothari ↗
Topics: AI (Horizontal) · Venture Capital & Startups
Published by Nikunj Kothari · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.