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I think this is the beginning of the end of early stage venture capital in b2b saas. Growth capital will still be there, but increasingly there will be no reason to raise. It will empower individuals with actual skill sets, rather than those with fancy schools on their resume
I think bar for b2c, prosumer, SMB, yes.. folks want to see fast revenue growth (vs eyeballs & ideas)...
but enterprise... not as much, and that's half the b2b market
Reverse there afaict, enterprise + defense tech are booming. AI means get to do a redo + extension of the code automation era. It's fairly obvious to buyers + investors this time around so don't even need to educate. Likewise, in gov/defense tech, palantir broke the dam, and most of our users there have an instinctive allergic reaction to palantir+xai, so pretty friendly.