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Listen "VC React SV E4: Lightspeed's $9B Mega Funds, Circles's Arc L1 Blockchain, & The Consumer AI Pivot."
Episode Synopsis
VC React Podcast - Silicon Valley:Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on Silicon Valley startups, funds, and investment rounds. ---Hosts: Ahmad Takatkah, VCpreneur. Sign up to VCpreneur Newsletter on https://www.vcpreneur.com/Jamie Lane, FWDstart. Sign up to FWDstart Newsletter on https://archives.fwdstart.me/ ---Available on:Youtube:https://www.youtube.com/@VCReactPodcastSpotify: https://open.spotify.com/show/4O6gOT7eoMxf5M7qy3HVMpApple:https://podcasts.apple.com/us/podcast/vc-react-podcast/id1764834384---Guest:1. Arjun Arora, Managing Partner at Format One.- LinkedIn Profile: https://www.linkedin.com/in/arjundevarora/- Company Website: https://www.formatone.io/---#siliconvalley # mena #startups #vc #lp #tech #investments #entrepreneurship #venturecapital #venturedebt #privateequity #finance #business #ipo #acquisitions #limitedpartners #accelerator #saas #data #software #deeptech #ai #fintech #edtech #cvc #web3 #crypto #blockchain #defi #impact #sanfrancisco #sanjose #boston #seattle #austin #nyc #riyadh #dubai #amman #cairo #qatar ---News of the week brought to you by FWDstart.This Week On The VC React Podcast:An investor in Firefly Aerospace, OpenAI, Anthropic, Perplexity, Replit, Circle, Uniswap, Notion, and many many more join us today! With him we will discuss: Mega funds, fragile consumer AI, and the future of money:- We break down Lightspeed’s record $9B AI raise, Is capital concentrating around the same winners again? - We debate why most consumer AI startups still can’t stick. Is a pivot to enterprise what will make them the real revenues?- And finally, we zoom out: from traditional banks to neobanks to stablecoin-native banks and capital markets now. With Circle’s new Arc blockchain, are we watching the next financial infrastructure shift unfold in real time?
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