Rebecca Kaden
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Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083
Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings, Yuri
Market dynamics analysis reveals a bifurcated seed and Series A landscape where stable valuations coexist with falling later-stage deal sizes, forcing a strategic shift from "growth at all costs" to sustainable unit economics. Lightspeed Venture Partners and other institutional investors are redefining their structures and AI investment thesis, focusing on application-layer efficiency gains and specialized stage funds while rejecting multi-stage dominance in early checks. Industry leaders anticipate a future driven by non-consensus opportunities and collaborative models that solve tangible problems, signaling a return to fundamentals as the sector navigates rising startup mortality rates and underwater employee equity.