#3: Mr. Beast's burger bust and will M&A ever return?
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The Importance of Venture Allocations in AI
I think the cajillions of seed investors with subscale funds are should be terrified about raising their next fund. If you want to play AI, don't you just buy Metastock and Google stock and Microsoft stock? I'd have missed it already. The private investing world is very diverse in that way. There will be a time where the IPO market reopens. It's not to the favor of a lot of VCs because the multiples aren't great. And then there's the rigor of these, especially growth stage companies just trying to operate as profitably as possible so they can get liquidity back reasonably quickly.
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