VCS ARE FUNDING TWO THINGS RIGHT NOW
The venture market has stratified: 66% of all VC dollars now go evenly to AI and DeepTech, while everything else is down 63% from peak. AI companies are scaling absurdly fast - ChatGPT hit $4B in revenue and 800M users since 2022, while some startups grow 10% per week. Meanwhile, DeepTech is finally viable because mega funds can hold companies forever and the capital requirements are massive.