YC Backs Stablecoins, Reshaping Finance Beyond ACH
YC will invest in any YC company in stablecoins The new financial rails of the revolution will not be over ACH or wire
Solid Linear Businesses Beat Hype‑driven 100M Targets
Apparently hot take: Investing in something that has a rock solid linear business model is still a smart move. Saying anything that doesn't reach 100M valuation in 3 years is a waste is terribly myopic. VC theses are truly hilarious most...
Answer Cash Amount, Not Valuation, when Asked Fundraising
I had back to back convos today where I asked a founder, how much are you raising? And instead of telling me the $$ amount they’re raising, they told me the valuation they’re raising at. So if someone asks, how much are...
Transparent LP Communication Builds Trust for Sustainable Funds
Transparency and communication with LPs are crucial for building trust and long-term relationships. Keep them informed and engaged, sharing both successes and challenges. Trust is the cornerstone of sustainable fund management. ✨
StepFun Dismantles Offshore Structure to Enable IPO
Chinese AI startup StepFun to unwind offshore structure to pave way for IPO, sources say https://t.co/92y5pk6rlV
Europe Defies Regulation, Adds 11 New Unicorns
"European tech is dead" is just cope at this point. Europe continues to mint world-changing startups despite being the most regulated market on Earth. Meet the 11 latest $1B+ unicorns of Europe:
Anthropic Staff Hold Shares, Betting on Higher IPO Valuation
Anthropic gave employees the option to sell up to $6B in shares at a $350B valuation but fewer sold than expected. Anthropic employees are instead waiting for the IPO where they expect the valuation to go even higher. At $30B ARR and...
Delphi Ventures Thrives, Investing in Proven Environments
We have historically made our best investments in environments like these. @Delphi_Ventures is firing on all cylinders, and actively deploying as ever.
Pay‑to‑Play Funding Rarely Survives Beyond One Year
I have never seen a pay to play venture financing ever work out Every single time, the company is dead in less than 12 months
Startups Inflate ARR: Not Annual, Not Recurring, Not Revenue
Startups misreporting ARR is frustrating as an infrequent angel investor who relies on trust (no time to inspect) ~Every startup claiming 0→$[X]M ARR in [Y] months always forget to clarify that it's either a) not really Annual b) not really...
Most Sub‑$400M VC Funds Will Vanish, Megafunds Thrive
When Lux started 20+ years ago the number of VC funds spiked then plunged precipitously Again today, as we predicted, the vast majority but not all “minnows” (subscale funds under 400M) will go extinct while a few “mega” raise AUM and...
AI Funding Surges: $242B in Q1 2026 Beats 2025
AI companies pulled in $242B in venture capital in Q1 2026, which is more than they did all of 2025👀 https://t.co/VekMOvDWYy
AI Boom Fuels Record VC Funding; Skills Drive Adoption
Q1 2026 saw more AI investment by VCs than any quarter before by a large margin. AI is turning into the biggest tech revolution in history. But most orgs have many years of learning how to get what they expect from it....
Venture Funding Soars While One‑Third of SF Offices Remain Empty
The biggest venture boom in history, and a third of San Francisco offices are empty.
How to Spot High‑Potential AI Startups for 2026
That’s a wrap on HumanX. 👏 Our CEO, @jagermcconnell, shared how to spot high-potential AI startups early, while our Research Lead, @geneteare, broke down the 2026 AI VC playbook and where capital is flowing next. Catch Jager’s full conversation. 🔗: https://t.co/yHSLy5M6ez
