Faith Driven Investor

Episode OverviewIn this July 2025 episode of Marks on the Markets, we dive deep into the venture capital landscape with two battle-tested VCs who've weathered the storm from COVID boom to AI revolution. Key Themes ExploredThe "Quiet Freakout" PhenomenonWhy even well-funded startups are secretly terrified about the next 6-18 monthsHow AI has created a "boxing match during an earthquake" for entrepreneursThe unprecedented uncertainty facing venture founders in 2025The Great Liquidity CrisisWhy LPs haven't seen distributions in years and what it means for new fundingThe IPO market's slow reopening and what it signals for exitsHow the DPI (distributions to paid-in capital) drought is reshaping the industryAI's Seismic ImpactWhy this technological shift dwarfs previous internet revolutionsThe emergence of AI-native companies and what it means for traditional softwareWhy we're likely underestimating AI's transformative powerThe Hardware RenaissanceHow software commoditization is driving investment toward "hard tech