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This Week in Startups · July 8, 2026 · 1h 6m
Why Data Is the Next $1 Trillion Market
In this VC roundtable, Footwork’s Nikhil Basu Trivedi and Cendana Capital’s Michael Kim join Alex Wilhelm to discuss the state of venture capital. The conversation covers the Anduril-USVC secondary market altercation, the extreme power-law dynamics dominating the Valley, and the future of startup M&A. They also examine whether the SaaS downturn is temporary and what could cause a pullback in the AI investment frenzy.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Canon
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Nikhil Basu Trivedi argues that venture returns are now more concentrated in a handful of outliers, making the Valley obsessed with backing the tiny number of startups that matter.
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