AI Venture Capital New Normal: Series A Is Dead, Only Explosive Growth or Death

ziv_ravid · x · 2026-08-14

Israeli investor Yonatan Mandelba argues in a long thread that the traditional Series A funding model is dead. Today there are only two paths: either grow from zero to $15M revenue, or fail to raise. The tweet humorously auctions New Labs' World Models, reflecting market frenzy.

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