PERSON DIRECTORY
Aram Verdiyan
Aram Verdiyan appears in 1 indexed conversation across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why Investors Are Rethinking Everything for the AI Era
Jen KhaDavid GeorgeAram Verdiyan
AI is making capital itself compound advantage, pushing venture’s power law beyond prior tech cycles as compute improves products and inference demand remains unlimited.Only 20 of 3,000 US VC firms produced consistent 3x net returns over two decades, supporting concentrated LP portfolios and 5–10%+ late-stage sizing in category-defining companies.Meanwhile, traction is harder to parse and pre-ChatGPT software LBOs face repricing, leaving diffusion, liquidity, and power access as key risks and catalysts.