Venture Capital Weekly Briefs
Every published Venture Capital brief — the week’s developments and what they mean for individual contributors, managers, and leaders.
VCs are becoming liquidity engineers, and AI infrastructure is being underwritten like industrial capacity
VC work is shifting from pure capital allocation to active portfolio engineering, while AI infrastructure investing is being priced more like capacity planning than software betting.
AI Infrastructure Scarcity Reprices Venture Risk, Capital Flows to Barbell Extremes
VC underwriting is shifting from broad software bets to scarce infrastructure access and mega-round concentration, changing how investors source, price, and compete for deals.