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This Week in Startups · Wednesday, July 1, 2026

VCs Navigate Shifting Investment Landscape Amid AI Boom

Venture capitalists Aline Lee (Cowboy VC) and Ben Therriault (Layer-3) discussed the current investment climate, noting that while fundraising has slowed compared to previous years, founder quality remains high. Mike Mayles (Floodgate) mentioned his firm is in a good position after filing to raise a new fund.

personAline LeepersonMike MaylespersonBen TherriaultcompanyCowboy VCcompanyFloodgatecompanyLayer-3

The tape

3 quotes
It's a wild time right now, but a lot of exciting things to look at right now and some I think founder quality is incredible right now.
Aline Lee
Well, I'm not sure I'm allowed to say. Uh, but, you know, we're we're pretty good shape.
Mike Mayles
I think also I'm very early stage. Like people who are signing up with us and probably with Mike and Aline understand that this is like the best companies take a long time to mature.
Ben Therriault
Heard on This Week in Startups — “Why the VC Hype Cycle Always Gets It Wrong | VC Roundtable | E2307, published Wednesday, July 1, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.07
VCs Navigate Shifting Investment Landscape Amid AI Boom — Heardvine