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Sean Doolan
@seanwdoolan
investor @virtue_vc
lots of chatter recently regarding vc ecosystem shakeup. here is how i see the current playing field, there are 3 buckets of companies: 1) fragile formation. where typical seed & trad A strategies play but now nearly every firm has a formation strategy. here capital buys option- Lots of Series A alpha being left untouched rnThe Series A market appears to be fundamentally broken. VCs and LPs are using all kinds of words to describe it ("untethered from reality* appears to be currently among the most common) but the conclusion is consistent. Series A investors (which are supposed to provide the first
- rn the difference between a $20-40m co struggling to get a TS and a $200-400M w/ no shortage of interest genuinely seems to be vibes & optics. little to do with product, traction, pressure tested biz model, and, ya know, actual insight into said mkt opportunity. it's a difficultWhat a wild world we’re living through. I wrote about the Series A squeeze recently. Here’s what else I’m seeing from my seat on the investing side.. 1) VC has effectively fully become vibes capital. The market reality at the early-mid stage is completely divorced from
- No notes. A+ launch video, very exciting co.Announcing our $130M Series A to build the Open Superintelligence Stack Led by Radical Ventures, with NVIDIA, Intel Capital, Dell Capital, and existing investors Train, deploy, and continuously improve your own models using our stack. Own your intelligence.
