VCs now dismiss $500B markets as too small, not too big

arian_ghashghai · x · 2026-07-24

A VC joke highlights how investor expectations have changed: in 2020, claiming to chase a $500B market was seen as delusional; in 2026, the same pitch is dismissed as not ambitious enough unless it targets the trillions.

The point is the widening overton window in startup fundraising rhetoric, especially around AI, where investors now expect vastly larger end markets than just a few years ago.

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