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Sinopsis

Is the tech world on the verge of a new Supercycle driven by AI, or is this another phase of venture capital hype? In this episode, we’re joined by Rahul Baig, Head of Venture Capital & Growth Equity Coverage at Wells Fargo’s Technology Banking Group, to break down the dynamics reshaping the current tech VC landscape. Rahul offers a unique perspective on what’s captivating venture capitalists today and why the focus is shifting sharply towards AI-driven innovations. As Rahul explains, the landscape for tech companies is changing dramatically. Software growth has slowed, and non-AI companies are finding it tougher to secure investments and gain traction. At the same time, unicorns outside of AI are experiencing funding dry spells, underscoring a rising trend in public markets that demands growth, profitability, and fair valuations. With increased standards for IPOs and heightened investor scrutiny, the bar for tech companies to go public has never been higher. Beyond the focus on AI, Rahul highlights broa