Episode Details

Q1 2026 posted the biggest global VC quarter ever at $330.9 billion, but ask most founders and they’ll tell you fundraising has never been harder. Both are true. In this episode, we trace the plumbing from LP allocation shifts to the AI magnet that’s pulling over 40% of all dollars into one sector. We break down why the media’s “VC is drying up” narrative is both wrong and right, and what the actual fundraising mechanics look like for founders building outside the concentration zone.