@runn3rr
it's obvious AI is disrupting many industries
@garrytan: YC has 10-20 person teams hitting $10-20M ARR in 10-20 months
literally never happened in software before:
tiny teams shipping fast, finding PMF in weeks thousands of them, in parallel
traditional VC can't keep up
their math needs multi-million dollar checks: most of these teams don't want that money
the yesterday $CAPACITR launch by
@AtownBrown
confirms it
most VCs will miss them entirely
not in their network, not in their inbox
the next 100x doesn't come through college warm intros
founders are already inventing new rails onchain
tokens. fast. check clears instantly. compute paid for on day one.
@deployer has a great thesis on this.
@jesse.base.eth is also bullish. anyone with a wallet can fund the next thing. that's where the next thousand startups launch.
here's the gap: VCs lose their edge because token launches don't happen behind closed doors anymore.
Bankr, Clanker, Virtuals, Liquid: that's where they happen now.
just like TradFi has VC funds, onchain will too
the ones that show up where launches actually happen
$Fair v2 is a self-learning, multi-agent agentic venture fund where agents source+execute and every trade teaches the next
nobody's taking this seat seriously yet
and that's the bet we take
fair and unafraid
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