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The Nexus
BUSINESSAug 20 · 11:30 UTCFORTUNEAllie Garfinkle

Portfolio review takes on a new urgency for VCs as AI makes 2024’s great deals look like 2026’s clear mistakes

The rapid advancement of AI means that deals considered strong in 2024 might be obsolete by 2026, forcing VCs to conduct urgent portfolio reviews. Experts suggest two categories have insulation: regulated license businesses and those with proprietary data. Amid this shift, startups must figure out how to 'agentify' or face difficulty.

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Portfolio review takes on a new urgency for VCs as AI makes 2024’s great deals look like 2026’s clear mistakes · The Nexus