Mega-Rounds Shrink VC Market // AIDRAN

The institutional change is not that AI raised more money; it is that venture's public growth story now depends on a few companies absorbing sums that make ordinary fundraising look secondary. When one community post can name OpenAI, Anthropic, Waymo, and Databricks as the practical center of Q1 capital , the pitch environment has already shifted: founders are no longer competing only for conviction, but for classification as infrastructure worth reserving the quarter around.

AI Mega-Rounds Made The VC Record Feel Smaller

Free reading limit reached

Meta Spent $145 Billion on AI. The Market Answered in Three Days.

Claude Schemed to Survive. The Safety Community Hasn't Moved On.

Open Source AI's Vocabulary Problem: One Term, Four Incompatible Meanings

NVIDIA's 'Five-Layer Cake' Finds Its Critics in the Hardware Forums

Bluesky Launched an AI Feature and Users Made It the Third Most Blocked Account

Nvidia's $6.3 Billion Compute Purchase Exposes the AI Demand Loop

Nvidia's $6.3 Billion CoreWeave Payment and What Critics Said Aloud

Uber Burned Its AI Budget in Four Months. The Lesson Is About Pricing, Not Hype.

The Sentiment Model Vulnerability That Risk Teams Are Not Modeling

Burry Turns Microsoft Into the AI Sell-Off Test Case