Neostellar’s Willy Lee on AI Landscape Ahead of Anthropic Pre-IPO Investor Day
THE SO WHAT
Nearly $200B in U.S. VC in 1H—74% of last year’s full tally—says the AI trade is broadening beyond a few headline names, even as attention fixates on Anthropic’s IPO. Operators should assume capital for credible AI adoption stories is still available, but scrutiny on unit economics and real deployment is tightening.
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