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Venture is shifting again. Capital is flowing, valuations are bouncing back, and velocity is up, but it’s not the same everywhere.
Later-stage rounds are surging. Early-stage is leaner and more disciplined. The investors moving fastest now are the ones who never left the table.
We broke it down in our latest LinkedIn post.
GCRx is built for how today’s investors move.
Whether you're launching a syndicate, testing new strategies, or scaling what works, we make it faster and simpler: Learn about GCRx Early Access for Syndicates.
We’ve added new investment opportunities from the GCR community, all now live via the GCRx app:
Hylo – Autonomous DeFi products on Solana, including zero-liquidation leverage and yield-backed stablecoins.
Superset – Unified cross-chain stablecoin liquidity layer using LayerZero’s OFT standard.
Apptronik – Advanced humanoid robotics built from UT Austin research and deployed at scale.
We’re continuing to build toward our vision of making investing as easy and accessible as possible. If you have any feedback, we’d love to chat—schedule a call with Arthur.
As Solana continues to thrive—demonstrating remarkable growth in user activity and on-chain economic value—it remains evident that the base layer, while currently sufficient, may face limitations as...
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Bond Capital, the firm co-founded by Mary Meeker (yes, that Mary Meeker, from Kleiner Perkins and early bets on Uber, Slack, Airbnb, Plaid, and more), just published a 340-page report on AI.
It’s one of the most comprehensive snapshots we’ve seen on how the AI wave is reshaping tech, business, and capital allocation.
If you care about what’s next—product, infra, models, moats—this is a must-read.
Key takeaways:
AI adoption is outpacing the internet.
ChatGPT hit 800M weekly users in just 17 months. The growth is global and instant, way faster than anything we’ve seen before.
This isn’t hype, it’s a compounding tech shift.
Training data volumes, compute power, and model performance are all compounding at 150–360%+ annually. That’s unprecedented.
CapEx is exploding.
The big six (Apple, Microsoft, Amazon, Meta, Alphabet, NVIDIA) are set to spend $212B+ this year alone, driven largely by AI.
LLM costs are falling, usage is rising.
Per-token inference is getting cheaper while capability improves. More devs, more use cases, more real-world integration.
Open-source + China = pressure on incumbents.
Strong models coming out of China. Open-source models (like Llama 3) are catching up fast, creating real competition.
Real-world AI is already here.
From autonomous taxis to robotic fulfillment to clinical AI scribes, AI is moving offscreen and into infrastructure.
Enterprises are already deep in the shift.
75% of global CMOs are testing or using GenAI. Firms like JP Morgan and Kaiser Permanente have integrated AI at scale across ops.
Governments are moving in.
AI adoption isn’t just private sector; sovereign models, AI policies, and FDA-approved devices are ramping globally.
It’s changing the way we work.
AI job postings are up 448% in the U.S. since 2018. Traditional roles are being redefined or replaced by co-pilots and agents.
The risks are real, but the upside is bigger.
Surveillance, deepfakes, and job loss are looming, but so is a shot at radical scientific acceleration and productivity unlocks.
The report makes one thing clear: this isn’t just another tech cycle; AI is a foundational shift, compounding faster than any innovation before it. From enterprise adoption to infrastructure buildout, the pace is real and the window to act is now. The biggest risk isn’t hype, it’s missing the turn.
If you're looking to invest in AI private equity but not sure where to start, we’re here to help. Drop us a message.
Invest together.
Best,
Arthur and the GCRx Team
GCRx
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