Source: Newcomer
Wing’s second annual survey of top venture capitalists reveals a narrowing thesis around AI infrastructure and voice tech, with Mintlify (developer docs), Serval (data), ElevenLabs (speech synthesis), and Anthropic dominating investor conviction. VCs have moved past general AI hype and are placing bets on companies solving specific problems—documentation, data pipelines, audio—rather than chasing foundation models or consumer chatbots. By tracking year-over-year shifts in VC sentiment, Newcomer and Wing are building a real-time barometer of capital reallocation, which is more useful than any single funding announcement for understanding where the actual money is flowing.