A major Anthropic investor shrugs off losses
A venture capital newsletter explores the current state of the AI investment boom during San Francisco Tech Week. The piece covers industry networking, high valuations, and the personal connections within the Silicon Valley ecosystem.
Why it matters
It provides insight into the social and financial dynamics driving the current AI investment cycle.
Hello . Welcome to the first edition of VC Insider! We’re excited to land in your inbox every Thursday. We’ve been covering venture capital for a long time, but we’ve never seen a pace of dealmaking like this, with such eye-popping valuations. Each week, we’ll make sense of the biggest stories in VC and get beyond the chatter to reveal what Silicon Valley’s sharpest minds are actually thinking, not just what they’re posting on X or LinkedIn. -Ben and Katie This week is SF Tech Week here in San Francisco, aka Andreessen Horowitz marketing week. The free flood and drinks are flowing, and for some reason, there are two blimps floating over the Bay. It turns out that AI hasn’t replaced human networking…yet. Topics du jour include: Is SaaS making a comeback? Why is there so much drama between Factory AI and Cognition?
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