🚀 I'm thrilled to share NextView's continued investment in SchoolAI's $25M Series A led by @InsightPartners! Their growth since we led the Series Seed in 2023 has been remarkable. Read more about why we're excited to support their mission to help teachers provide

"The question when pursuing a new business idea isn’t 'Has someone else thought of this?' Rather, it's 'How can we beat someone else who's also thinking of this right now?'" More thoughts from NextView Partner David @ NextView here: nextview.vc/blog/the-start…

There has been a lot of discussion about the bifurcation of the venture market that we are currently witnessing. One way I like to think about it is that VC backed companies are choosing to either ride the express train or jump into a warp zone.

I see four forces that are creating a serious threat to the seed VC model: 1. Industry maturation eroding profits for sub-scale players 2. The nearly unstoppable forces of YC and the megafunds 3. Power-law thinking becoming consensus 4. The AI platform shift

Seed venture capital is at an inflection point—one that demands clear-eyed reflection and an honest assessment of the forces reshaping our industry. My partner Rob Go has articulated this moment of existential questioning with unusual clarity.

Last week, my partner Rob Go at @nextviewvc explained why seed VC is in crisis. This week, he explores what comes next. No silver bullets—but a clear framework for firm adaptation and optimism in the AI Supercycle.

Thrilled to see my partner Melody Koh expand her role as Partner & CPO at NextView to lead our AI + data efforts—supercharging how we support founders. 🚀

Every great story has an Arc. Thrilled to see NextView's portfolio company The Browser Company's next chapter is with Atlassian. theverge.com/web/770947/bro…