Angelopoulos: Silicon Valley investors are "total bitches" about revenue concentration
Anastasios Angelopoulos · Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market · Aug 2, 2026 · at 47:16
Anastasios Angelopoulos, CEO of Arena, pushes back against venture capital skepticism toward AI data providers with concentrated customer bases by citing multi-hundred-billion-dollar public giants like TSMC.
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“The first is that I think that Silicon Valley investors have become total bitches with respect to revenue concentration. It's like, what the, what are you talking about? Like TSMC has revenue concentration. There's businesses that are like many hundreds of billion dollar public market businesses that have revenue concentration.”
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