How Many Startups Will Survive OpenAI? | E2288

People don't want to talk about it because it's scary to admit that this is happening. But a founder that closed a $15 million Series A from a top-tier VC and then a half a year later they plan to return the cash to investors. You add that Clyde will displace the product and eroded value. This is really happening. Most people are not talking about it.

It's kind of wild. It's running a zombie company to put your nose to the grindstone at a startup for 10 years, 15 years, and the outcome is unknown, or you get a guaranteed you know, 10, 20, 30 million dollar package from OpenAI. Do you think that the companies in your portfolio that are facing the similar chasm going from the SaaS era to the AI era or the Agentic era are going to make it? Probably a 50% that I think might will make it.

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