Mega funds take 72% of VC money in 2026, small uncertainty-embracing funds may win next decade
arian_ghashghai · x · 2026-11-14
A Colossus essay argues VC is "dead again": funds over $1B captured 72% of all venture money raised in 2026 so far, up from 34% last year and 16% a decade ago. Even Benchmark caved—five partners raised $425M in 2024 and $2B this June. When capital per partner balloons, funds either make bad deals or avoid uncertainty. History is rhyming: Lightspeed raised $750M+ to buy and retrofit companies with AI, Thrive is buying ADT for $7.6B, and first-time funds hit a record-low 10.9% of VC raised in 2025. The 1980s analog suggests small funds embracing uncertainty—like 1517 Fund, Boost VC, Earthling VC—are the ones to watch.
Related event: Mega-Funds Capture 72% of Venture Capital(2 posts)→
More from Venture
- Sardine partners with OpenAI on ChatGPT Wallet with Know Your Human fraud checks — astrange · 2026-11-14
- Blogger vows to skip Anthropic IPO on ethical grounds, signaling industry rift — basedjensen · 2026-11-14
- Investors urge NVIDIA board to go slow on Huang succession; Marcus slams the letter — GaryMarcus · 2026-11-14
- Claim: Nasdaq rule change forces $1.4T Anthropic IPO into Nasdaq 100 funds — churchkey · 2026-11-14
- Investor argues AI stocks are a "nubble," not a bubble—growth is real, pricing isn't — JOBhakdi · 2026-11-14
- Chiang Mai SEO Conference: 1,000 Attendees, AI Misuse Pains, and Shovel-Sellers Winning — daluoseo · 2026-11-14