Venture capital has played a significant role in financing the development of AI but faces the risk of being replaced by AI itself.
The venture capital industry is undergoing a transformation as tasks traditionally done by humans are now being automated.
The reliance on agentic tooling in venture capital is leading to a decrease in learning opportunities for junior investors.
Access, a key aspect of venture capital, is being redefined as founders no longer depend solely on closed networks.
Founders are increasingly utilizing internal tools for support, challenging the traditional value proposition of post-investment assistance by investors.
Venture firms risk losing institutional memory as apprenticeship models fade and the firm structure becomes tool-centric.
Limited partners are reevaluating their investments in venture capital as tools play a larger role in decision-making.
The future of venture capital lies in becoming system designers and focusing on clear architecture and value proposition.
The enduring firms in the industry will be those with clear intent, transparent function, and adaptable architecture.
Venture capital must evolve to remain relevant by being discoverable, testable, and compatible with the systems used by founders.