VC React SV E4: Lightspeed's $9B Mega Funds, Circles's Arc L1 Blockchain, & The Consumer AI Pivot.

VC React Podcast - Silicon Valley:

Every week, we bring you insights and reactions from top VCs, LPs, and Angel Investors, reacting to the latest news on Silicon Valley startups, funds, and investment rounds.

Hosts:

• Ahmad Takatkah, VCpreneur.
  Sign up to VCpreneur Newsletter on https://www.vcpreneur.com/

• Jamie Lane, FWDstart.
  Sign up to FWDstart Newsletter on https://www.fwdstart.me/

Available on:

• Youtube: VC React Podcast

• Spotify: VC React Podcast

• Apple: VC React Podcast

Guest:

1. Arjun Arora, Managing Partner at Format One.
- LinkedIn Profile: https://www.linkedin.com/in/arjundevarora/
- Company Website: https://www.formatone.io/

This Week On The VC React Podcast:

News of the week brought to you by FWDstart:

• An investor in Firefly Aerospace, OpenAI, Anthropic, Perplexity, Replit, Circle, Uniswap, Notion, and many many more join us today! With him we will discuss: Mega funds, fragile consumer AI, and the future of money:

  • We break down Lightspeed’s record $9B AI raise, Is capital concentrating around the same winners again?

  • We debate why most consumer AI startups still can’t stick. Is a pivot to enterprise what will make them the real revenues?

  • And finally, we zoom out: from traditional banks to neobanks to stablecoin-native banks and capital markets now. With Circle’s new Arc blockchain, are we watching the next financial infrastructure shift unfold in real time?