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Intro & TL;DR DVC AI Fund I State of VC Meet New LPs Fund Stats & Portfolio Product Updates Events and Announcements DVC Publications Kudos
Welcome to our Q1 2025 Limited Partners Update. We're excited to share our fund's progress, new investments, and the continued growth of our venture ecosystem in this quarterly report. For a quick overview, please see our [this part is available in the confidential version of this report]
DVC demonstrated strong momentum in Q1 2025, achieving huge milestones across investments, community engagement, and platform development. Our assets under management reached $[this part is available in the confidential version of this report]
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In our latest webinar — with all proceeds going to charity — we unpacked how investors can capitalize on the generational shift driven by AI. From understanding where we are in the adoption curve to identifying which sectors are ripe for disruption, we explored the core thesis that AI is still early — and the biggest winners are yet to be built.
We broke down the ecosystem across infrastructure, foundational models, and application layers, spotlighted real-world use cases, and discussed how DVC is backing the next wave of transformative founders shaping the AI decade.
Is it a bubble? Maybe. But history shows that every technological revolution starts with hype — and ends with a few dominant players who define the future. The real opportunity lies in distinguishing noise from signal.