Episode #94: The Middle Ground Is Gone, Funded Teams With No Plan, Being Legible to Capital

This week Mia and Charles dig into a market that only seems to have two speeds. Ethan Kurzweil of Chemistry argues the trillion dollar startup is a pink elephant nobody can unsee, and that the pedestrian double or triple has become a relic of a bygone era. David Cahn looks at what happens after the money lands: a generation of well funded teams with big visions and no clear steps to get there. Nikunj Kothari of FPV Ventures closes it out with a tactical playbook for founders raising this fall, from the number you say out loud to why VCs don't actually want a "deal."