Comment by Eridrus

I'm not a VC man, just someone who has raised funding recently. Nobody in the US is talking about the next Databricks atm, for better or worse, they are either trying to get as much allocation in OpenAI/Anthropic, funding random credentialed people to make neolabs, or funding people who are somehow selling into the massive AI coding/agent demand (or to the labs). Investors in the US currently do not care about safe bets, they want growth at all costs. Risk on.

Maybe in your country it's different, but this is what I see.