Jason Lemkin, GP @ SaaStr
Harry Stebbings and Rory O'Driscoll discuss why venture capital is concentrating into mega-funds chasing billion-dollar outcomes, leaving profitable high-growth software companies unfundable; they analyze Anthropic's $16.8B quarter, Modal's $15.75B valuation, and the emerging importance of build-to-prod infrastructure in the AI era.
Read the full post on Saastr ↗
Topics: AI (Horizontal) · Enterprise Software · Developer Tools
Published by Saastr · their site ↗
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