AI won't just disrupt startups, but it will also disrupt the investors behind them.

When founders can ship world class products with a fraction of the capital in much more compressed time windows, seed rounds and Series A slowly lose their purpose.
What's left are going to be two extremes:
Tiny, hands-on pre-seed funds that act like extended team members. And massive mega funds that can buy you what AI can't: distribution.
But everything in between, those mid-sized funds just passively writing checks, are getting squeezed out.
The barbell is coming, and 9 out of 10 VCs aren't on either end of it.