Stanford professor details 2026 AI VC ranking methodology: US AI investments only
deedydas · x · 2026-10-21
Stanford GSB professor Ilya Strebulaev published details of the 2026 Strebulaev–Jackson AI Venture Ranking on Substack, part of his series of rankings this year.
- The AI ranking scores VC firms solely on investments in US-based AI companies, with an August 31, 2026 cutoff
- Methodology is documented in the working paper (Strebulaev & Jackson, 2026)
- Nearly a quarter of the overall Top 100 firms had a frontier-AI or AI-infrastructure company as their single highest-scoring investment
- Full Top 100 AI ranking and per-score Airtable data are behind a paid subscription, along with AI-specialist firm and top investor lists
Related event: Stanford's 2026 AI Venture Ranking: a16z Tops the List(4 posts)→
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