Скачать или смотреть EP 86 - AI Just Broke Startup Valuations (Alchemist CEO Ravi Belani Explains the New Rules)

AI made it way easier to build a product… and somehow made startups way harder to win.

In this episode of #StartupsUnedited, I sit down with Ravi Belani (Founder & CEO of Alchemist Accelerator, Stanford entrepreneurship instructor, former DFJ) to break down what AI is doing to:

Startup valuations (and why some “identical” companies get funded while others get $0)

The new bar for traction: why $3–$6M ARR in ~12 months is becoming the expectation

Why the best startups are hitting insane velocity (0 → $100M ARR stories)

The real moat in an AI world: community, network effects, platform lock-in, and vertical depth

How “mega-funds” shape the market (and why they’re often valuation-insensitive)

The uncomfortable truth: your technical moat is thinner than ever — so GTM matters more than people admit

If you’re building in 2026 (or thinking about it), this is the episode that’ll recalibrate how you think about product, competition, and fundraising.

👇 Drop a comment with what you’re building + where you think the moat is.
👍 Like, subscribe, and share this with one founder who needs to hear it.

Follow Ravi:

X: @rbelani

LinkedIn: Ravi Belani   / ravibelani  

Stanford eCorner: ecorner.stanford.edu

Alchemist Accelerator: (search “Alchemist Accelerator”)

#AI #Startups #VentureCapital #Entrepreneurship #SaaS #ProductMarketFit #GTM #Fundraising #AlchemistAccelerator #StartupsUnedited

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