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SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.”
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AI Is Making Even Tech Hedge Funds Look Like the S&P 500
PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal
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