Lorenzo Valente(@LorenzoARK):There’s this weird dynamic in AI venture where investors feel they have downside protection because everyone's buying the AI start ups. For context, you now have 15 companies worth over $1T, and 12 of them will spend whatever it takes to keep up with the frontier. Combined, they’re worth over $33T. So using just 1–3% of their market caps in stock gives them roughly $335B to $1T in potential buying power JUST to acquire frontier AI startups. So yes, I think we’re going to see many more of these acquisitions.

2026.10.12 14:05

There’s this weird dynamic in AI venture where investors feel they have downside protection because everyone's buying the AI start ups. For context, you now have 15 companies worth over $1T, and 12 of them will spend whatever it takes to keep up with the frontier. Combined, they’re worth over $33T. So using just 1–3% of their market caps in stock gives them roughly $335B to $1T in potential buying power JUST to acquire frontier AI startups. So yes, I think we’re going to see many more of these acquisitions.