2 clips
VVenture Unlocked
A VC explains why they're avoiding even the most hyped AI startup deals, including those from OpenAI and Anthropic alumni raising $15-20M or smaller $8-10M rounds at $40-50M post-money valuations. The speaker questions whether seed managers should compete for these overpriced opportunities at all.
Lenny's Podcast
Sherwin Wu predicts we're entering a new era where AI enables a massive boom in vertical-specific software companies. He argues that AI tools work particularly well when focused on specific industries because they can deeply understand particular use cases and domains, leading to potentially 100x more startups than currently exist.
