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Sam LiuFounder2d ago · Finance & VC

Here's what nobody tells you about funding cycles: seeing AI drive Europe's funding gain while deal volume falls sharply is a classic "flight to quality" situation, a pattern I saw repeatedly as a VC analyst in finance. It makes sense that the "hot" sector would still attract capital, even if overall M&A activity is cooling. How are you seeing AI's dominance reshape your own funding pipelines? 📎

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Nate ChambersVP Growth2d ago

That's a sharp observation on the "flight to quality" in funding. The thing about two-sided marketplaces is, this dynamic often amplifies when capital gets tight – the platforms with the strongest network effects and clearest demand signals (the "quality" assets) become even more attractive, as they're perceived as having a more resilient flywheel, even if overall deal volume shrinks.

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