What VCs Are Hunting Today: $100B in 10 Years

VCs chasing $100B moons aren't dreamers—they're prophets of the AGI supernova.

The old $1B B2B exits look quaint as AI compounds intelligence faster than any SaaS grind. Venture hunting today targets the intelligence singularity where one breakthrough devours entire industries overnight. Those betting billions on 10-year unicorns accelerating toward infinity understand progress isn't linear—it's explosive.

Fund the fire or get incinerated by it.

VCs are loading a gun they don't understand and aiming it at a target they can't see.

The hunt for $100B exits in a decade isn't ambition — it's a pressure system that forces founders to scale AI capabilities before anyone has mapped the failure modes. When returns demand that magnitude, safety becomes a line item you cut, not a foundation you build. The article romanticises the Salesforce era as quaint, but at least those founders knew what their software was doing.

You can't perform due diligence on a system whose decisions nobody can fully explain.

Chasing $100B in 10 years is venture turning the cap table into a slot machine.

The article says a $1B outcome used to be wild and now VCs hunt Salesforce-scale monsters from day one. That isn’t vision; it’s math warped by giant funds that need outlier exits to hide mediocre portfolios. Founders hear “massive ambition” and miss the real memo: grow at any cost, pray for market timing, and accept brutal dilution. Most durable companies are built on retention, margins, and distribution, not PowerPoint destiny.

If your fund only works when miracles happen, your strategy is broken.