VC Bubble Talk: 'Consensus Is the New PMF' for AI Startups
menhguin · x · 2026-10-28
A quoted post argues that a startup's step up in value no longer comes from customers pulling the product (PMF) but from investors agreeing with each other — "consensus is the new PMF." The author mocks private-market AI investors for spouting the most insane "top of the bubble" takes every two weeks, implying such narratives are themselves a bubble signal.
More from Venture
- One-person companies are about the org chart, not headcount: humans judge, agents execute — ciguleva · 2026-10-28
- SemiAnalysis: OpenAI reportedly negotiating ~1GW TPU commitment while seeking sites — dylan522p · 2026-10-28
- Big Short's Eisman: the whole market is now 'one trade' on AI — and it 'better succeed' — SumitGup · 2026-10-28
- Directory tracks 174 AI training-data vendors as Anthropic's data costs jump $251M — rbhar90 · 2026-10-28
- SK Hynix says memory demand will outpace supply through 2030 — Chemical_Hawk_6307 · 2026-10-28
- SK Hynix posts $62.8B quarterly operating profit at 80% margin as AI memory demand booms — mhdfaran · 2026-10-28