Why VCs Are Reviewing Cap Tables for AI Exposure

What this episode covers

As tech stocks wobble and regulators tighten around AI, VCs are quietly auditing their portfolios for hidden AI dependency. Lucas and Luna break down the new due diligence question every startup should expect: how exposed is your revenue model to foundation model costs and API access risk. They walk through the numbers behind recent sell-offs in big tech and growth names, and talk about why Anthropic's model suspension is already changing how firms like Sequoia and a16z evaluate seed-stage plays. Plus: the cap table clause that's suddenly appearing in 2026 term sheets. #VentureCapital #AIExposure #CapTableAudit #ArtificialIntelligence #Anthropic #TechStocks #NVDA #PLTR #SequoiaCapital #a16z #DueDiligence #FoundationModels #APIRevenue #StartupRisk #TermSheets #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing?

This episode is 9 minutes long.

When was this The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing episode published?

This episode was published on June 14, 2026.

What is this episode about?

As tech stocks wobble and regulators tighten around AI, VCs are quietly auditing their portfolios for hidden AI dependency. Lucas and Luna break down the new due diligence question every startup should expect: how exposed is your revenue model to...

Can I download this The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing episode?

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