@lior

The tools enabling solo founders might actually reinforce VC concentration, not fight it. Same AI stack that lets one person ship fast lets a well-funded team move at terrifying speed. The advantage doesn't disappear. It scales with resources. So we get two things happening at once. Mega-rounds for AI infra (UK AI startups = 74% of all VC in H1 2026). And solo builders on a $20/month stack who never touch a cap table. The mistake is assuming they're competing. Most solo founders aren't in the same race as the infrastructure bets. The question is whether they know which game they're playing. Where do you see the ceiling for the $20/month solo build? Genuine q — I'm thinking about this a lot.

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