43% of All VC Went to 2 Companies. Your AI Vendor Plan Is Broken.
On July 2, 2026, Crunchbase published data that should have triggered an emergency vendor review at every Fortune 500 company. Global startup investment hit a record $510 billion in the first half of 2026 — surpassing the $440 billion invested in all of 2025. But the real story isn't the record. It's the concentration: OpenAI and Anthropic alone absorbed $217 billion, or 43% of every venture dollar deployed on Earth. Your AI stack almost certainly runs on one or both of these companies. And whether they succeed spectacularly or collapse under their own economics, you have a problem either way.
July 5, 2026