THE IMPACT OF VIBE-CODING & AI ON VENTURE CAPITAL AS AN ASSET CLASS

Summary from the TLDR Founders newsletter

One solopreneur just sold his AI product Base44 to Wix for $80M after six months, proving the next unicorn could be built over a weekend. VCs now face explosive noise at the top of funnel plus compressed time to product-market fit, forcing a shift from Pre-Seed → Seed → Series A to just two stages: Pre-PMF (bootstrapped) and Post-PMF (massive rounds in hyper-competitive markets).