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▲ andsoitis 3 hours ago

> Evidence that large VC rounds are getting very concentrated on AI (specifically the kind where you need to buy lots of NVIDIA gear).

The most recent $1B+ funding rounds:

Zipline - Nov 5 - $1.5B

HUMAIN - Nov 3 - $2.6B

Fal - Nov 3 - $1.3B

OpenAI - Oct 31 - $11B

Kalshi - Oct 29 - $1B

▲Legend2440 an hour ago | parent [-]

That's 3/5. Zipline is drone delivery and Kalshi is betting markets.