20260106 - Most venture capital deals are now AI

Burn more dollars! More dollars! More! https://pivot-to-ai.com/2026/01/06/most-venture-capital-deals-are-now-ai/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: [email protected] Sources: PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market https://pitchbook.com/news/reports/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market report (PDF) https://pitchbook.brightspotcdn.com/de/d6/6a4f06b94d73ad336be33bf1f9de/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market.pdf Exclusive: SoftBank races to fulfill $22.5 billion funding commitment to OpenAI by year-end, sources say https://www.reuters.com/business/media-telecom/softbank-races-fulfill-225-billion-funding-commitment-openai-by-year-end-sources-2025-12-19/ Previously on Pivot to AI: AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/ video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA SoftBank needs OpenAI to stay alive — no matter what https://pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what/ video: https://www.youtube.com/watch?v=zTYxEVRiCvM&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI wants all the gas power — and prices go up https://pivot-to-ai.com/2025/10/04/openai-wants-all-the-gas-power-and-prices-go-up/ video: https://www.youtube.com/watch?v=gag3vzDiHRs&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA