EP 86 - AI Just Broke Startup Valuations (Alchemist CEO Ravi Belani Explains the New Rules) скачать в хорошем качестве

EP 86 - AI Just Broke Startup Valuations (Alchemist CEO Ravi Belani Explains the New Rules)

AI made it way easier to build a product… and somehow made startups way harder to win. In this episode of #StartupsUnedited, I sit down with Ravi Belani (Founder & CEO of Alchemist Accelerator, Stanford entrepreneurship instructor, former DFJ) to break down what AI is doing to: Startup valuations (and why some “identical” companies get funded while others get $0) The new bar for traction: why $3–$6M ARR in ~12 months is becoming the expectation Why the best startups are hitting insane velocity (0 → $100M ARR stories) The real moat in an AI world: community, network effects, platform lock-in, and vertical depth How “mega-funds” shape the market (and why they’re often valuation-insensitive) The uncomfortable truth: your technical moat is thinner than ever — so GTM matters more than people admit If you’re building in 2026 (or thinking about it), this is the episode that’ll recalibrate how you think about product, competition, and fundraising. 👇 Drop a comment with what you’re building + where you think the moat is. 👍 Like, subscribe, and share this with one founder who needs to hear it. Follow Ravi: X: @rbelani LinkedIn: Ravi Belani   / ravibelani   Stanford eCorner: ecorner.stanford.edu Alchemist Accelerator: (search “Alchemist Accelerator”) #AI #Startups #VentureCapital #Entrepreneurship #SaaS #ProductMarketFit #GTM #Fundraising #AlchemistAccelerator #StartupsUnedited Follow me on Linkedin:   / startupjorge   Follow me on Twitter:   / startupjorge