November 2025 Blitzscaling Deal Review
Mar 23, 2026 · 21 min · 9 segments
Chris Yeh & Scott Johnson discuss "Blitzscalable" venture capital deals announced by top VC firms in November 2025.
Mar 23, 2026 · 21 min · 9 segments
Chris Yeh & Scott Johnson discuss "Blitzscalable" venture capital deals announced by top VC firms in November 2025.
So the first one we should talk about is the one that is the closest, which is an influencer marketing, AI-enabled marketplace, Agentio.
When you want to advertise whatever you're doing, there's a big new, not new channel, but a big important channel that's not considered traditional, which is all of the influencers.
And so how do you pick the influencer? How do you negotiate the contract? There have been, and still are marketplaces where you can go in and try to use the marketplace, but then you have to really know which ones you want to choose and might not be very good at choosing them.
And what these guys are saying is that they can use AI to help you pick the best ones for you and then negotiate the deals and Like the whole end-to-end solution and AI agents are doing the whole thing for you.
And it does have a marketplace dynamic because you're bringing the suppliers and the buyers together and enabling it with AI, taking all of the friction out of it.
But I think this is an interesting company in an interesting area that's large.
Now, I actually have some personal experience in this area because you may not know this, Scott, but I am actually a part owner of an influencer marketing agency.
And the way I ended up as a part owner of this agency is interesting because it began as an attempt to build an influencer marketing marketplace.
And the logic behind doing an influencer marketing marketplace is very simple and straightforward.
And one of the things that was really difficult was that at the time, and this was a number of years ago, a disproportionate amount of the influencer marketing dollars went to the top influencers because it was just so much of a hassle to do these deals.
So the first one we should talk about is the one that is the closest, which is an influencer marketing, AI-enabled marketplace, Agentio.
When you want to advertise whatever you're doing, there's a big new, not new channel, but a big important channel that's not considered traditional, which is all of the influencers.
And so how do you pick the influencer? How do you negotiate the contract? There have been, and still are marketplaces where you can go in and try to use the marketplace, but then you have to really know which ones you want to choose and might not be very good at choosing them.
And what these guys are saying is that they can use AI to help you pick the best ones for you and then negotiate the deals and Like the whole end-to-end solution and AI agents are doing the whole thing for you.
And it does have a marketplace dynamic because you're bringing the suppliers and the buyers together and enabling it with AI, taking all of the friction out of it.
But I think this is an interesting company in an interesting area that's large.
Now, I actually have some personal experience in this area because you may not know this, Scott, but I am actually a part owner of an influencer marketing agency.
And the way I ended up as a part owner of this agency is interesting because it began as an attempt to build an influencer marketing marketplace.
And the logic behind doing an influencer marketing marketplace is very simple and straightforward.
And one of the things that was really difficult was that at the time, and this was a number of years ago, a disproportionate amount of the influencer marketing dollars went to the top influencers because it was just so much of a hassle to do these deals.
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