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This is REALLY SCARY for global VC ecosystem. For the first time in the history of venture capital, more than 50% of all global VC dollars went into a single industry! 🙏🙏 As per Bloomberg, VCs have already funnelled a record-shattering $192.7 bn into AI startups this year so far. That's not a typo. $192.7 BILLION. .. The numbers are just WILD. - Globally, AI companies hoovered up 53.2% of all capital - In the US, it's a staggering 62.7% Think about the implications. Every other sector - from biotech to fintech to consumer goods - is fighting for the scraps. .. This has created a "bifurcated" market. I call it the Great AI Wall. You are either on the AI side of the wall, or you are not. There is NO in-between. The rules are simple. If you are a big, established AI firm, the money is endless. Anthropic, OpenAI and xAI are raising billions at a time, pulling up the drawbridge behind them. They are becoming gravity wells of capital, distorting the entire landscape. But if you're a promising non-AI startup? Or even a smaller, unproven AI company? You're left out in the cold. .. The fallout from this concentration of capital is brutal. And it goes way beyond just the startups. The entire venture funding machine is seizing up. The total number of companies getting any funding at all is on track to be the lowest in years. The pipeline of innovation is thinning out FAST. And the VCs themselves? They're in trouble too. .. Why do I say that? As per Bloomberg, globally, the number of venture firms successfully raising new funds has fallen off a cliff. Look at this decline. - So far in 2025: 823 funds raised a combined ~$80bn - The 2022 peak: 4,430 VCs raised an enormous ~$412bn That is a catastrophic drop. The LPs who back these funds are being extremely deliberate, focusing ALL their firepower on a few proven AI-focused firms. This isn't a healthy, diversified innovation engine. It’s a casino where everyone has piled their chips onto a single number. And it’s super scary. What do you think?