Portfolio review takes on a new urgency for VCs as AI makes 2024’s great deals look like 2026’s clear mistakes
In venture capital, the half-life of a thesis has never been shorter.
In venture capital, the half-life of a thesis has never been shorter.
BELLINGS Intelligence Score: 12
Why it matters
This is a thematic commentary on venture capital portfolio management influenced by AI trends, reflecting evolving investor sentiment rather than a discrete market-moving event.
Sources
Fortune
Portfolio review takes on a new urgency for VCs as AI makes 2024’s great deals look like 2026’s clear mistakes
In venture capital, the half-life of a thesis has never been shorter.