Everything on Valuation Trends

High dilution is the new normal in AI investing, with 60% dilution expected from initial investment to exit. Ownership percentages are less important than absolute value creation.

Impact: Investors must adjust their expectations and focus on the total value of their position rather than the percentage of the company they own, aligning with the reality of rapid scaling and multiple funding rounds.

— from Menlo Ventures AI Strategy and Portfolio Discipline · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 05, 2026

SpaceX's $1.77 trillion valuation redefines public market benchmarks, dwarfing previous tech exits like Uber's $84 billion IPO.

Impact: Investors must adjust valuation models to account for infrastructure and AI premiums, as traditional SaaS multiples may no longer apply to foundational tech.

— from AI IPOs, AV Regulation, and Behavioral Product Strategy · TechCrunch Daily Crunch· Jul 10, 2026