@atlasberry008: Anthropic could file publicly this month at a valuation north of $2 trillion, and raise upwards of $100 billion. Largest IPO in history. The man who wrote its first check went on Bloomberg this week to point out that when the company was raising that first round, 21 of 22 firms passed. His critique isn't that they were unlucky. It's that they outsourced technical diligence, pattern-matched on metrics, and couldn't underwrite scaling laws. My read: this is a succession problem. A lot of the firms that defined the internet and mobile eras are still run by the people who won them. Yesterday's market isn't today's market. Do you agree? Tell me in the comments. anj midha, anthropic, ipo, venture capital, sand hill road, scaling laws, succession, amp pbc, bloomberg, frontier ai #venturecapital #startup #founder #ai #investing
atlasberry008
Region: US
Sunday 23 August 2026 22:42:12 GMT
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user2633740932859 :
The average VC reviews 3,000 decks and invests in 9 or about 0.03%. It's easy to think you're a superstar after a grandslam. I want to hear/see the original pitch and know the circumstances of each of the 21 VC before judging too harshly. Everyone has an if only story.
2026-08-24 07:19:47
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Your Daily Subtext :
Worth noting Midha's own seat cuts against a clean succession story — he's a General Partner at a16z, one of the 'legacy' internet/mobile-era firms you're describing. Looks less like old guard vs new guard and more about which individual partners had the technical fluency to underwrite scaling laws, wherever they sat.
2026-08-24 08:50:46
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Nishae25 :
Exec leadership seems to be so comfie and do not keep abreast of current culture and new technology. Which means their team are working towards outdated concepts and objectives cause that’s what the boss wants to hear about or believe in. This has “the internet is coming” internet pause then boom followed by bust quickly approaching; the VC’s won’t realize till too late then scramble and throw money at nonsense companies to save face only to bust because they didn’t get in when they should.
2026-08-24 07:33:20
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Matias :
If he’s right, then the returns will show it. Venture capital like most other. industries is a captive of the business cycle. Let’s see who understands that.
2026-08-24 06:37:27
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Nathan Critchett :
Changing of the guard. Props for being the big winner early in the cycle
2026-08-25 01:21:55
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saroyinwatkins1 :
Why doesn't this creator have more followers🤔.. Entertaining and educational.
2026-08-24 17:32:56
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Jufresa-Malagarriga :
I am sure there’s VC that are using AI to evaluate companies nowadays. I’m sure they’re not using 2015 technology right now at least I would do that if i was in charge of a VC
2026-08-24 10:58:40
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Luis Ramos :
true
2026-08-24 05:57:05
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michaelrussell41 :
Are we at the "Showdown At the OKAY Coral"? We'll See!!
2026-08-30 17:49:54
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CDomo7 :
Exactly it took the industry years to evaluate social media…it wasn’t until MIT did their homework for them
2026-08-24 03:45:24
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Dd12 :
Great
2026-08-24 01:52:09
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MarkACarbone :
Agree
2026-08-28 13:00:38
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AKM :
100% agree
2026-08-24 04:07:05
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user642601 :
👏👏👏
2026-08-24 00:28:16
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