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September 2026

Which AI categories did investors fund and then abandon? An analysis of fund flows vs shutdowns, 2021 to 2026.
Two VCs told me they've stopped evaluating entire AI categories. I checked the data. Here's where the money went, what came out, and a test to see if…
The emerging managers LPs will be chasing next year.
SoloGPs.vc is bringing Charles Hudson, Brianne Kimmel, Shruti Gandhi and many more Solo GPs and LPs who back them to San Francisco Oct 19-20. Pricing…
 • Sahil S
The Barbell-ification of Software: Is AI about to kill the middle? | What if your startup’s valuation has almost nothing to do with your…
Could calling your startup “AI-native” actually hurt your valuation? Plus, 537 US unicorns are still carrying valuations from the 2021–22 boom.
 • Sahil S
How did emerging AI startups get their first customers? An analysis of 50 companies.
W mapped where 50 AI startups found their first paying customers, back when they were tiny. Only 5 came from a launch. Here's where the rest came from…
Which startups die after a model release? An analysis of every AI launch since ChatGPT
I mapped 14 lab releases against the startups in their path. Here's who survived, what killed the rest, and a test to score your own risk.
Is the SaaS crash narrative wrong? Here’s what 72,000 companies show. | Claude is already leading 26% of Anthropic’s AI R&D.
Build a seed deck that actually raises money (Y-Combinator analysis) & Being a first-time founder becoming a structural disadvantage?
 • Sahil S
Run your pitch deck through a VC’s AI screener before they do.
82% of funds now run AI on inbound before a partner looks. I got one to show me the screener. Here's the rubric, the three prompts, and the 20-minute…
The next billion-dollar AI opportunity nobody wants to build. | Why $3 trillion of Venture Capital remains locked up?
What 7,200 developers revealed about AI coding, plus a practical framework for deciding how fast startups should ship in the AI era.
 • Sahil S
Your VC called your competitor before passing on you. How to spot it, stop it and protect your deck.
Only 1 in 100 founders asks the question that catches it. Inside the conflict check that runs after every good first meeting.
Anthropic modeled the AI economy of 2030 - the data might surprise you. | How much should founders actually pay themselves?
Are AI startups getting acquired too early? Here’s what the data shows & Scaling vs. Profitability problem in venture capital.
 • Sahil S
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