OpenAI: $852B. Anthropic: $380B. Every founder thinks this trickles down to them. It doesn't.
But something else does.
Remember Allbirds? Dying DTC brand. Overnight, an "AI-powered sustainable commerce platform." Nothing about the shoes changed. Everything about the story did.
That's the real gift of OpenAI's valuation. Not more capital. A new story template.
Investors stopped asking "do you use AI?" They're asking: "Is AI turning your industry into the next inevitable wave, and are you the one leading it?"
The decks winning right now don't lead with the product. They lead with the world after AI eats the industry, then position the founder as the only one who can build it.
Your pitch isn't "we built an AI tool for X." It's "X is about to be unrecognizable, and we're the ones rewriting it."
Most founders pitch the tool. The raise goes to whoever pitches the transformation.
Building the new version of your industry? DMs open.
This post reflects the views of Foundation Ventures and is for informational purposes only. Nothing here constitutes investment, financial, legal, or tax advice, or an offer to buy or sell any security or token. DYOR
Most demo days end when the Zoom closes.
Founders pitch, investors nod, everyone logs off, and the deck disappears into an inbox somewhere between a cold email and a calendar invite that never gets sent.
That's the problem we built Foundation Ventures to solve.
Our second Virtual Demo Day is on April 27th, and the investors in the room are:
@FunFairVentures
Rayad Group Family Office
Wintermute
Edge Capital
@RedBeardVC
Five founders. Five minutes each. No panel judging, no performative Q&A, just the pitch, and then the part that actually matters: the follow-up.
After the call, we personally bring every deck into the right investor conversations. Not a mass email blast. Not a "thanks for attending." Real, warm introductions matched to mandate, across the VCs in the room and our wider network of funds, family offices and syndicates.
Because getting five minutes in front of capital is the easy part. Staying in front of it is what closes rounds.
If you're an early-stage founder raising now, or an investor who wants to see vetted deals before the wider market does, DM us.
https://t.co/TqICjMx0xT
#Catlumpurr 2026 in Kuala Lumpur.
Most people will talk about the announcements.
We want to talk about what they mean.
Some of the headlines from @jupiter:
@jup_academy : launched
@jup_lend : another Certora audit cleared
@Polymarket coming to Solana via Jupiter
On the surface? Three product updates.
Look closer, it's a deliberate architecture.
@jup_academy isn't just education. It's onboarding the next wave of informed participants into a complex ecosystem. Ecosystems that invest in education compound faster.
@jup_lend completing another Certora audit isn't a checkbox. In a space where trust is the hardest asset to earn, repeated third-party verification is how you build institutional-grade credibility, slowly, then all at once.
@Polymarket on Solana via Jupiter is the most underrated announcement in the room. Prediction markets are one of the most powerful information tools in finance. Bringing them onchain, at speed, at scale, changes how markets process truth.
The pattern is obvious when you zoom out:
Jupiter isn't building products. It's building the financial infrastructure layer for onchain finance.
Every audit, every integration, every educational resource is a brick in that foundation.
The teams quietly laying infrastructure always look boring, until they don't.
To @superteamMY : thank you for the KL experience beyond the conference. Community is infrastructure too 🤝
Interviews with : @metasal@Chiliz@pudgypenguins@solscanofficial@MeteoraAG@playsolana@fluffyonchain
Ever met someone whose energy instantly sparks inspiration?
That’s Rich Robinson @RichardRobinson
At Portfolio Day in Singapore, we interviewed him, and within seconds, the conversation took off, covering his journey to @animocabrands , blockchain’s role in the machine economy, and even cycling across Africa.
As Entrepreneur in Residence at @animocabrands , with deep involvement at @ns , Rich combines experience with pure enthusiasm for innovation.
“I never want to retire, I want to rewire,” he says.
And you’ll feel that energy in every second of this interview.
Watch below 👇
Being surrounded by incredible builders at the Solana Network State in Network School @ns.
Keep an eye out for the content we’ll be sharing from our time there 🤝
First mentors Revealed!
Worth jetting off to Asia?
Thank you @JET_EUROPA_ and @kxrnel for the opportunity to work alongside @JET_ASIA_ - @marcl8888 and spread how people can use @jito !
@KeisonRigg will be representing Foundation Ventures in Malaysia, co-hosting a series of accelerator workshops and mentorship sessions we’re seriously excited about
And of course, who better to work with than Daniel from @SimplicityWeb3 , our Foundation Ventures’ brother in arms🤝
It’s a privilege to be surrounded by such a strong network of builders, founders, and innovators guiding this journey, and we’re just getting started.
More mentors to be announced soon 👀
What happens when you bring @animocabrands , @galaxyhq , @Acquire_Fi , and @21shares into one room? Ideas collide and visions align !
In a city where tradition meets innovation, the Stablecoin Summit Soirée gathered the visionaries shaping what’s next for stablecoins.
Hosted by us, Foundation Ventures and @SimplicityWeb3 , this was more than an event, it was a moment of alignment for the future of stablecoins.
Special thanks to our partners @maads_hub and @InterlaceMoney for helping make it happen.
🎥 Watch the full video below
@stblcnsummit@johnrobcahill@EvanAuyang@adrianwjfritz@FryeCryptoGuy
If you’re new to Foundation Ventures, here’s a closer look at who we are and how we think !
At @Zebu_live , one of our directors @1MrHarding sat down with @GenzioCo@DavidThaDegen
to discuss what Foundation Ventures does, the vision behind our 20x20 initiative, his perspective on the real value of smart contracts, and whether market fluctuations can create opportunities for venture capital.
A thoughtful conversation that captures our mission to back the builders shaping the future of emerging technology.
Big moves ahead! NASDAQ, here they come @animocabrands 👏
We sat down with @EvanAuyang Group President at @animocabrands during our Singapore Soirée where we discussed digital asset ownership, Hong Kong’s growing role in Web3, and the idea of global citizenship in a connected world.
That exchange summed up exactly what these gatherings are about , bringing the right people together to move the space forward.
As Evan said, “You guys are just awesome at bringing people together.”
Connections that lead to conviction, that’s what we’re here for.
Seeing investors and founders come together through the FV network is what keeps this ecosystem thriving.
Building a community built on trust, vision, and execution🤝