AI captured all VC growth since 2023 as a16z raises 20%+ of US venture
matt_slotnick · x · 2026-11-01
Sharing Katie Harrison's article "The McDonaldization of Venture Capital": venture is going the way of McDonald's — the biggest seller, but slop made physical. AI has absorbed all of VC's growth since 2023, and a16z alone raised 20%+ of US venture this year, as capital concentrates at the top and deal-making homogenizes.
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