2 clips
The Twenty Minute VC (20VC)
Lucas Swisher explains why mega-funds like Coatue have moved away from vertical SaaS investments, despite their historical success generating multibillion-dollar exits. He argues that constrained TAMs and the need for massive fund-returning outcomes make platform companies a better focus for large funds seeking disproportionate returns.
VVenture Unlocked
The speaker explores how widespread belief in AI's disruptive power is driving extreme behavior from YC and mega funds in the seed market. They discuss how this AI consensus is amplifying existing market dynamics and hint at potential business model crises for many players in the evolving venture landscape.
