If the generative AI hype bubble bursts, how badly will venture capital funds feel the impact? With some of the wild valuations and smaller and medium-sized funds struggling against Titanic funds, the prospects do not look so great for a bunch of zombie startups left behind and a bunch of funds caught in the middle.
1. Are we seeing a quiet rebellion among limited partners (LPs) against VC firms that overpromised returns during the 2021 boom, and how might that reshape fund sizes or deal terms in 2025?
2. With the rise of Trump and MAGA in Silicon Valley, how are VCs navigating the tension between backing politically outspoken founders and keeping their LPs happy in an increasingly polarized climate—any deals already derailed by this?
If the generative AI hype bubble bursts, how badly will venture capital funds feel the impact? With some of the wild valuations and smaller and medium-sized funds struggling against Titanic funds, the prospects do not look so great for a bunch of zombie startups left behind and a bunch of funds caught in the middle.
1. Are we seeing a quiet rebellion among limited partners (LPs) against VC firms that overpromised returns during the 2021 boom, and how might that reshape fund sizes or deal terms in 2025?
2. With the rise of Trump and MAGA in Silicon Valley, how are VCs navigating the tension between backing politically outspoken founders and keeping their LPs happy in an increasingly polarized climate—any deals already derailed by this?