Davin Piercey

Founders who raise less are getting funded faster right now and most people haven't caught on to why Asking for 10M used to signal ambition. Now it signals you haven't updated your assumptions about what building actually costs in 2026. The founders I've been most excited about recently came in asking for 2M, not because the idea was smaller but because they'd already figured out what AI removed from their roadmap and priced it accordingly. That kind of thinking is incredibly rare and VCs are starting to chase it. Meanwhile everyone else is still optimizing their deck for a raise size that's going to get them much harder questions than they're expecting. The game changed and the founders who get funded first this year are going to be the ones who already knew that walking in.

It took only 8 years for solar to go from 100 to 1,000 TWh... then it took only 3 years to go from 1,000 to 2,000 TWh. Solar is growing faster than any source of electricity in history ☀️