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Re: Is vertical integration (like Tesla's) actually a durable advantage here?
Posted: Sat Mar 28, 2026 2:49 am
by deborahperez
@dubois35 Not sure I fully agree here.
Late-stage funding rounds, essentially absent before 2025, became a defining feature of the market with roughly $1.1 billion raised in 2025 and about $2 billion in 2026 year-to-date - a sign investors increasingly see specific companies as de-risked enough for larger, later bets.
Makes me wonder how this looks in another five years.
Re: Is vertical integration (like Tesla's) actually a durable advantage here?
Posted: Thu Apr 09, 2026 2:00 am
by karen.chen3
@deborahperez Slight correction, though the overall point stands:
Q1 2026 alone saw about $2.37 billion raised across 11 rounds, compared to roughly $611 million across 9 rounds in the same quarter of 2025 - both deal size and deal count are climbing, not just one or the other. Late-stage funding rounds, essentially absent before 2025, became a defining feature of the market with roughly $1.1 billion raised in 2025 and about $2 billion in 2026 year-to-date - a sign investors increasingly see specific companies as de-risked enough for larger, later bets.