These Charts Explain 2026

Sam, Asad, and AJ are back to debate the hard numbers shaping the GTM landscape in 2026. The consensus? The freeze is thawing, but the rules have changed.

Sam predicts we've entered the "Year of the Deal." Investors are exhausted, founders are tired, and the market is finally ready to clear—even if that means restructuring cap tables to take the win and move on.

Asad brings the sobering data on the "Great Concentration," revealing that almost half of venture capital went to a surprisingly small number of companies, while AJ argues that without a compelling AI...