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Show HN: AI VC Landscape – 666 Deals Mapped by Stage, Geography, and Founders

An analysis of 666 AI investments over 18 months reveals extreme concentration: the top 10 companies captured 81% of $649B total funding. Only three sectors—General LLM, Coding Agents, and Cloud Compute—show genuine heat across deal count, valuation, and lead diversity. The report also uncovers a capital structure trap where headline figures are inflated by cloud credits, and highlights geographic arbitrage opportunities.

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Show HN: AI VC Landscape – 666 Deals Mapped by Stage, Geography, and Founders
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Key points

  • 666 investments totaling $649B across 403 companies from October 2024 to April 2026.
  • Top 10 companies absorbed 81% of capital; OpenAI alone accounted for 34%.
  • Only 3 of 30 sub-sectors (General LLM, Coding Agents, Cloud Compute) meet all three consensus signals.
  • Headline figures often overstate cash; e.g., Microsoft’s $250B commitment to OpenAI is only $75B in cash equivalent.

Highlights and analysis are generated automatically and may contain errors. Check the original source.

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