VC Trends

“We apply some similar parallels to the kind of adoption that we saw in products like options in the early days and the amount of penetration we saw early on and that gets us to the multiples of the dollar value that is being transacted today. We are in the very early days; people are focused on sports because that is where the activity is. I think that is missing the bigger picture. The bigger prize is going to be the broader prediction markets around things that influence the economy or companies.””

“Amazon begins a march toward becoming the most valuable healthcare company in the world. Upon introduction of the service… Amazon records the greatest single-day appreciation of any company in history.”

“My first prediction about the future of web startups is pretty straightforward: there will be a lot of them. When starting a startup was expensive, you had to get the permission of investors to do it. Now the only threshold is courage.”

“Health care and education, in my view, are next up for fundamental software-based transformation… both are primed for tipping by great new software-centric entrepreneurs.”

“I think angel rounds will start to be done mostly with standardized agreements.”

“As the volume of startups increases, big companies will start to develop standardized procedures that make acquisitions little more work than hiring someone.”

“Startups will increasingly adopt "AI-paced scaling" — staying lean by using AI to handle work historically requiring large headcount.”

“Expect a meaningful AI funding correction in 2026 as foundation-model economics force consolidation.”

“A new software category — AROW (Agent Relationship Optimization Workflow) — will emerge to help brands manage relationships with AI agents.”