Chart: two-thirds of VC capital is piling into the same finite set of AI ideas
arian_ghashghai · x · 2026-10-08
Finn Murphy argues the only remaining VC-fundable categories are AI labs, data/widget suppliers to labs, GPU inference resellers, and speculative deeptech/defence. arianghashghai adds a chart showing roughly two-thirds of VC capital flows into this same finite set of ideas.
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