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HOW THE "CHATGPT EFFECT" IS REDEFINING VENTURE CAPITAL

  • Writer: Fernanda Bezerril
    Fernanda Bezerril
  • Dec 4, 2025
  • 1 min read

Between 2023 and 2025, the share of capital invested in AI nearly doubled across multiple venture capital stages, from Seed to Series E+.


Infographic titled “HOW THE ‘CHATGPT EFFECT’ IS REDEFINING VENTURE CAPITAL.” The background is dark with a subtle texture of stardust. The graph shows the percentage of total capital invested in AI startups, broken down by year (2020 to 2025) and investment stage (Seed, Series A, B, C, D, and E+). Visually, each stage is highlighted by a colored “spotlight” descending from the top. The bars show a sharp increase in AI's share at all stages, especially after 2023: Seed: Jumps from 23.1% in 2020 to 41.7% in 2025. Series A: Grows gradually from 20.8% (2020) to 35.5% (2025). Series B: Fluctuates between 23.3% and 31.3% until 2023, rising to 34.6% in 2025. Series C: Shows the biggest recent jump, going from 22.8% in 2020 to 40.8% in 2025. Series D: Shows an explosion in 2024 (58.7%) and ends with 58.2% in 2025. Series E+: This is the stage with the greatest current dominance, jumping from 14.6% (2020) to an impressive 70.2% in 2025. In the left footer, there is a caption indicating: “Before ChatGPT: 2020-2022” and “After ChatGPT: 2023-2025.” The source of the data is Carta.

The data points to a clear inflection:


2023 marked the turning point that redefined capital allocation dynamics across the global ecosystem.


This phenomenon, now known as the “ChatGPT Effect,” triggered three structural shifts:


  • A shift in investment thesis: AI moved from a niche to the dominant thesis.


  • Technology maturity shortened validation cycles: solutions that once required years of R&D are now reaching product–market fit much faster.


  • Larger checks moved into AI: Series E+ surpassed 70% of capital allocated to AI.


AI is no longer a future bet. It is the infrastructure of the next decade, and the data shows capital rapidly reallocating to keep pace.


From early to growth stages, investors are backing companies that don’t just use AI — they exist because of AI.


HOW THE "CHATGPT EFFECT" IS REDEFINING VENTURE CAPITAL



By DealMaker Insights | DealMaker

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