Jonathan J Mentor🇩🇴🇺🇸

💬 "Your investors are betting their hard-earned money on you personally. You don't have a track record." — Karl Bracken, Ocampo Capital REALITY CHECK: Consumer VC Funding Has COLLAPSED 90% Karl Bracken tells it like is when it comes to what it's really like raising venture capital in today's market in Chris and Anne's latest podcast in their ongoing series on Investor Perspectives on Retail & the Consumer. The shocking reality: His small fund represents 6% of ALL US consumer VC dollars raised by first-time investors this year. That's not bragging—that's showing how brutal the environment is. What's crushing consumer brands: - AI bubble sucking up 40%+ of all VC dollars - Legacy funds can't raise because no IPOs = no returns - Generalist VCs got burned on Amazon aggregators and influencer brands - 30,000 consumer brands launched last year, almost no funding available But here's a taste of what's thriving in Karl's portfolio and differentiating him in the marketplace: 🧬 ZBiotics - genetically engineered probiotics that cure hangovers 🧴 Small Wonder - powder shampoo that just won its 2nd Marie Claire award 🐕 Shameless Pets - pet treats made from upcycled food waste Karl's bottom line: "Go slow to go fast. The biggest consumer brands were founded during economic downturns because they had to build exceptional business models to survive." Are you building for the next decade or just the next quarter? 👇 This podcast is full of helpful insights from Karl that will help you to answer that exact question. Listen wherever you get your podcasts: Apple Podcasts | https://lnkd.in/g99hXh85 Spotify | https://lnkd.in/gUT738ma Amazon Music | https://lnkd.in/gbwJF5Nr YouTube | https://lnkd.in/gZDvgCif Omni Talk Website | https://lnkd.in/gHArKyaA #VentureCapital #ConsumerBrands #StartupFunding #RetailInnovation

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Just how fast is enterprise AI shifting? New data from Menlo Ventures shows that enterprise LLM spend hit $8.4B in 1H 2025—more than doubling in just six months. There’s been a shakeup at the top: Anthropic has overtaken OpenAI as the leading enterprise Model API by usage.  Google is now ranked third, claiming 20% of enterprise share based on  Gemini. Our 2025 Mid-Year LLM Market Update breaks down: ✴️ Where compute spend is going today: inference over training ✴️Why switching LLM vendors is rare-and what drives upgrades ✴️ How codegen became the breakout use case, now a $1.9B ecosystem “Some might be surprised to see Anthropic overtake OpenAI,” said Tim Tully, Partner at Menlo Ventures.  “But our research puts real numbers behind what we’ve heard anecdotally from the market.” 📊 Read the full report: https://lnkd.in/gSN5PxAC By Tim Tully, Joff Redfern, Deedy Das, Derek Xiao 📊 Read the full report: https://lnkd.in/gn3VM3Cc By Tim Tully, Joff Redfern, Deedy Das, Derek Xiao

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