It's striking how concentrated the AI revolution is. Even though starting startups has spread wo
<p>It's striking how concentrated the AI revolution is. Even though starting startups has spread worldwide in the last couple decades, this wave of tech is as concentrated in the Bay Area as the last two big waves (semiconductors and the internet).</p>
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<b>Elad Gil (@eladgil)</b>
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<p>Insightful analysis from <a href="https://nitter.net/shreyanj98" title="Shreyan Jain">@shreyanj98</a> on 2026 Unicorn Market Cap (data from <a href="https://nitter.net/CBinsights" title="CB Insights">@CBinsights</a>) <br>
<br>
2025 = Dec 31 2025/Jan 1 2026<br>
<br>
Looked at 👀<br>
*Private company unicorn market cap by year <br>
<br>
*Bay Area is the GenAI supercluster with 91% of global AI private market cap in a 1 hour radius!!</p>
<img src="https://nitter.net/pic/media%2FHGDyar7bMAAU0eA.jpg" style="max-width:250px;" />
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— <cite><a href="https://nitter.net/eladgil/status/2044903088818180265#m">https://nitter.net/eladgil/status/2044903088818180265#m</a>
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