Tech

Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499]

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Based on the episode description, not a full transcript. Source evidence retrieved 06/11/2026, 16:03:24 UTC.

Briefings

Ramtin Naimi of Abstract Ventures discusses the current venture landscape, noting deal terms have shifted from 2019 to 2021 levels with higher stakes for failed firms. He highlights a $1 billion training run by a neolab and warns that the best-case outcome goalposts have moved from $10 billion to a trillion. The conversation covers market volatility, compute costs, and the evolution of data companies, with no specific city or country identified as the primary location of the venture ecosystem discussed.

Key points

• Abstract Ventures founder Ramtin Naimi reports increased deal renegotiations and higher stakes since 2021, comparing the current market to 2019 levels.
• Neolabs are investing heavily in AI training, with one neolab planning a $1 billion single-run training initiative.

Context

This episode features Ramtin Naimi, founder of Abstract Ventures, analyzing the current state of venture capital. The discussion focuses on market shifts, funding stakes, and technological investments in AI and data companies, providing insights into the evolving investment climate for startups and established firms.

Limitations

The evidence is limited to a podcast transcript and does not include external data, financial reports, or direct observations from the companies mentioned. Specific geographic locations for the venture ecosystem are not provided in the source material.

Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 07/11/2026, 04:09:45 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.

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