Startups Are on Fire — And Venture Capital Can’t Keep Up
!! Startups Are on Fire — And Venture Capital Can’t Keep Up !!
Last fall, StackBlitz launched a new agentic app development platform calledBolt.new.
Eight weeks later?
They went from zero to $20M in annualized revenue.
No seed round. No Series A.
Just a killer team, sharp execution, and a product that hit fast and hard. And it’s not just them.
Base44 is another wild case — basically a one-man show, and still pulling it off.
There are more like this popping up every month.
We’re watching the rise of “flash startups” — teams (or even solo builders) spinning up agentic AI apps, hitting the market in days, acquiring users, showing real traction, and being Series B-ready before they even think about raising.
So here’s the big question:
What does this mean for early-stage venture capital?
If a small group with the right skills can launch, ship, and scale in weeks — what’s left for traditional VCs to do?
GenAI already changed how we build.
Now it’s changing how we fund.
No wonder the old-school VCs are confused, frozen, or just watching from the sidelines.