15 Hot Takes on VC and AI from the 2026 Allocate Beyond Summit
About this episode
Turner Novak shares insights from the Allocate Beyond Summit, featuring hot takes on the VC market from various industry experts.
I just attended Allocate’s Beyond Summit in Deer Valley Utah. It was a peek into what the top VC's and LP’s are thinking about right now. Allocate asked me to record an episode of the show, live from the conference. So I asked everyone “What’s your hottest take on the VC market today?” Thank you to Numeral, Flex, and Amplitude for supporting this episode Numeral: The end-to-end platform for sales tax and compliance https://www.numeral.com Flex: Get premium banking and a net 60 day credit card at 0% APY https://home.flex.one/referral/bananacapital Amplitude: AI analytics, all you have to do is ask https://www.amplitude.com Timestamps: (1:22) Seed investing is dead (Tripp Jones, Uncork) (5:56) Seed is not dead (Bryan Rosenblatt, Sandlot) (13:19) Most consensus era of VC ever (Nate Williams, Union) (18:02) Taking the Power Law Pill (Pratyush Buddiga, Susa Ventures) (29:15) The 2nd-time founder premium is dead (Matt Cohen, Ripple Ventures) (32:46) AI will crush intelligence labor (Clark Cheng, Merrimac) (42:25) New deep tech investors will lose their shirts (Sunil Nagaraj, Ubiquity Ventures) (46:39) ChatGPT for robotics is still 15 years away (Sungjoon Cho, Fortitude Ventures)…
Sponsors
Numeral, Flex, Amplitude
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