Venture capitalists have poured a record $192.7 billion into AI startups YTD. This puts 2025 on track to be the first year where more than 50% of total VC dollars flow into the AI industry.

This is incredible:

Venture capitalists have poured a record $192.7 billion into AI startups YTD.

This puts 2025 on track to be the first year where more than 50% of total VC dollars flow into the AI industry.

In the US, AI’s share of venture deals has surpassed 60% over the… pic.twitter.com/DAmpHHmUNM

— The Kobeissi Letter (@KobeissiLetter) October 6, 2025