AI dominates 80% of VC funding as LP cash crunch reshapes term sheets
The Gist
- AI captured 80% of $300B global VC funding in Q1 2026, up from 55% in 2025
- Just 4 companies took 65% of all funding: OpenAI, Anthropic, xAI, Anduril
- Founders must now vet VC fund vintage and LP cash constraints before signing
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ARM-stage companies attract capital by showing AI orchestration reduces burn rate.
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