Chamath suspects 70-80% of AI company revenue comes from other VC-funded AI companies
SumitGup · x · 2026-10-16
Investor Chamath Palihapitiya suspects 70-80% of AI companies' revenue comes from other AI companies funded by venture capital — not circular revenue per se, but a revenue-quality problem reminiscent of the mid-2010s SaaS cycle. Supporting data from Social Capital shows AI companies captured 83% of all US venture funding through September, up from 10% in 2015 and 65% in 2024, highlighting concentration risk.
Related event: Chamath Claims 70-80% of AI Revenue Comes From Other AI Companies(3 posts)→
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