VC React SV E4: Lightspeed's $9B Mega Funds, Circles's Arc L1 Blockchain, & The Consumer AI Pivot.

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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/

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VC React Podcast Available on:
Youtube:    / @vcreactpodcast  
Spotify: https://open.spotify.com/show/4O6gOT7...
Apple: https://podcasts.apple.com/us/podcast...

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#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 #sf #sanjose #boston #seattle #austin #nyc #riyadh #dubai #amman #cairo #qatar

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Guest:


1. Arjun Arora, Managing Partner at Format One.
LinkedIn Profile:   / arjundevarora  
Company Website: https://www.formatone.io/

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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?