Gyani Baba retweeted
Global startup funding just hit $510 billion in H1 2026, beating all of 2025 combined ($440 billion). Sounds like a massive venture rebound until you realize 43% of that capital ($217 billion) went to just two companies: OpenAI and Anthropic.
The market seems violently split in two:
Frontier AI megadeals.
Everyone else fighting for scraps.
A humble Request: If you aren't building a foundation AI model, stop playing the 2021 equity game. Stop trying to shoehorn ".ai" into your domain name just to get a meeting.
Instead, build a cash flow rich business with good unit economics. If you have clean working capital cycles and predictable revenue, the lenders will fund you all day long and as a bonus you get to keep your cap table.
REMEMBER: DILUTION IS FOREVER. DEBT IS TEMPORARY.
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