Anthony Bontrager: 2023 "Great Reset" became a rapid VC reinvention as AI upended valuations, governance, and scaling
Anthony Bontrager reflects on his January 2023 "Great Reset" forecast, saying venture capital not only corrected but transformed as AI accelerated a faster, larger shift than he expected. He highlights valuation bifurcation favoring AI narratives, intensified AI-focused due diligence and governance, a return to profitability, and predicts continued upheaval into 2026 after a 2023 purge and subsequent AI-driven divergence.
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