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Analysis of the "tidal waves" sweeping over the VC landscape. The post examines how some of the macro trends + rapid advancements in AI are reshaping the venture & startup ecosystem, which include:

- The impact of increasing fund sizes on returns (and why a $500M fund might need to generate $17.5B in exit value to 3X). - Novel strategies in which data science and AI can be applied in the VC investment process. - How VC, traditionally a “cottage industry”, is becoming more high-frequency

As well as some predictions on where the industry might be headed:

- How Solo GPs and smaller/nimbler firms could harness AI to rival much larger investment platforms. - The transformation of VC into a more traditional asset class (but with a twist!) - The potential re-emergence of ‘calm funds’ in a world of capital-efficient, AI-native startups - The changing role of CVCs and cloud hyperscalers in startup investing, and why massive funding rounds in foundation model startups probably won’t continue

Would love thoughts & feedback from the community!