Chamath: 70-80% of AI company revenue may come from other VC-funded AI companies
SumitGup · x · 2026-10-16
Chamath suspects 70-80% of revenue at AI companies comes from other AI companies funded by venture capital — "not a circular revenue problem but a revenue quality problem," echoing the SaaS cycle of the early/mid 2010s. Context: through September, AI companies captured 83% of all US venture funding.
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