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Insight Partners Says Half of First-Half 2026 VC Dollars Went to Frontier AI, With Some Funds Putting 35-40% Into a Single Company
Deven Parekh of the $90B-AUM Insight Partners told TechCrunch that roughly 50% of first-half 2026 venture dollars went into frontier AI, and that some concentrated funds have 35-40% of a single fund in one frontier AI company. His counter-position is to go earlier rather than pay up — 'You're paying more without reducing risk' — pointing at Wonderful at a $5B valuation under two years old and the $7B ServiceNow acquisition of Armis. For application-layer SaaS founders, this is the clearest public number yet on how much capital is not available to them right now.
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