Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
Probably one or two cuts by June is my now my kind of like macro prediction.
I think I what the final stats aren't in yet, but I think it's something upwards of 70% of funding last year was AI related.
I mean it it really did was it was the story.
And that effect trickles down throughout the whole ecosystem.
The same thing is happening with the VC funds themselves.
LPs are putting capital to work in the venture ecosystem.
They haven't gotten a lot of returns yet.
So they're already a little skeptical.
Why risk putting money to this little fund that no one's ever heard of?
Let's just continue investing in the top 10 names that we all hear.
So that same thing is happening inside.
the LPGP side of the venture ecosystem as well.
Big dollars are chasing the big names.
Now.
Not the first time we've seen that movie.
Um, a lot of times there are new sectors that come out of nowhere and all of a sudden everybody's throwing money at them.
I think twenty six is going to see that drop a little bit.
Um I think you're gonna see the base starting to widen out a little bit.
And the other reason why I think that will happen is
If if the speed of the sector's development is any indication this year, maybe the back half of this year, but this year nonetheless, we will start to see a little bit of the kind of branch consolidation that we've seen in other sectors when they were so popular, right?
Showing 341–360 of 944 · page 18 of 48
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