AI Investment Landscape - The AI sector is expected to generate numerous trillion-dollar businesses [1][52] - Venture firms recognize the need for scale to effectively operate throughout the private market lifecycle [2] - A significant portion of venture funding is concentrated in a small number of top AI deals, with the top three LLMs potentially raising $100 billion in a six-month period [2] - AI is seen as a foundational element for the future of vertical SaaS, enhancing data models, connectivity, and marketplace capabilities [2] - AI solutions are increasingly impacting labor budgets, not just technology budgets, opening up a multi-trillion dollar market [3] Investment Strategies & Considerations - Investment decisions are focused on the future margin profile of companies, considering potential for significant capital expenditure [1] - Venture firms are willing to be small investors in potentially very large companies, accepting dilution in exchange for exposure to generational companies [1] - The pace of innovation is rapidly compressing, favoring teams that can iterate quickly [1] - Efficiency still matters, with a quantified trade-off between growth and efficiency, especially at mid-stage scale (around $50 million ARR) [5] - The industry is seeing a shift towards consumer-like growth rates for enterprise businesses, with some companies reaching $100 million in ARR in 18 months [5]

Stablecoin Market - The market is likely to see a 10x increase in the number of new stablecoin issuers, presenting investment opportunities for VCs [1] - Lower interest rates may reduce the attractiveness of the stablecoin business model [1] Emerging Trends - There's significant interest in Real World Assets (RWAs) tokenization and payments, which are considered valuable for the space [2] - Tokenization and payments are unsexy but drive a ton of meaningful value [2] AI and Crypto - Web2 companies are currently better positioned in the AI sector [1] - Crypto x AI crossover is still in its early stages, but the industry remains optimistic about its potential [1] - The market has seen a washout of scams [1]

Venture capitalists are falling over themselves to back any startup with a dream and AI in its pitch. But the exuberance in public markets is wavering https://t.co/9mKJFjVFpo ...

Can startups thrive without endless VC rounds?Today on @EquityPod, @security_pal’s founder explains his path to profitability and “nuanced capital”Listen here ➡️ https://t.co/rLW2EPQcTq https://t.co/Kriwe4wf3z ...

We have been uncovering, as you always do, within tech and venture capital, that some of the trends so these big whopping valuations cover up a dark side. Yeah, there's a tale of two markets in venture capital right now. You have the eight mega companies open I anthropic databricks raising raising rounds and what feels like in a monthly cadence.And then you have all of the other startups and many of them are actually struggling or even raising down rounds. So who are those types of startups. Because we just ...

Alternative Investment Trends - Family offices are the fastest-growing market for alternative and private assets [2] - The number of family offices with exposure to alternative investments has increased by over 500% since 2016 [2] - There are now over 4,000 family offices with alternative investments, up from 651 in 2016 [3][4] Investment Preferences - Family offices are favoring private credit this year [4] - 39% of family offices plan to add or make new investments in private credit and private debt this year [4] - 29% of family offices plan to add or make investments in private equity [4] - Private credit is still a small share of the total family office portfolios at about 5% [5] - AI is the number one investment theme right now for family offices [8] Concerns and Challenges - Family offices are warning of higher fees and lower returns in private credit [5] - 72% of family offices say high fees are the biggest challenge to investing in private markets [6]

企查查APP显示，近日，南通紫琅湖创新母基金（有限合伙）成立，出资额5亿元，经营范围包含：股 权投资；以自有资金从事投资活动。企查查股权穿透显示，该企业由南通元创科技投资有限公司等共同 出资。 （原标题：南通紫琅湖创新母基金成立，出资额5亿） ...

VC is tough10-year fund life cycleat year 5 (assuming a fund II)you're already investing in startups that aim to disruptthe companies in fund I 😁 ...

🚨 NEW: Venture Capitalist Chamath Palihapitiya has launched an SPAC called American Exceptionalism Acquisition Corp ($AEXA) seeking a $250M IPO on NYSE. https://t.co/IS009Mudi1 ...

BlackRock is preparing to roll out a new fund that will buy discounted venture capital stakes from other investors, expanding its push into a hot market https://t.co/sRDkpiKe9N ...