Investing Through the Cycle: Insights for VC and R&D Leaders
When yields rise, growth discounts bite. Funds rebalance toward cash-efficient software, embedded workflows, and infrastructure with clear pricing power, while founders emphasize payback periods and land-and-expand motions.
Investing Through the Cycle: Insights for VC and R&D Leaders
Export controls and reshoring trends reshape semiconductor access. Product teams hedge with modular architectures, alternate accelerators, and cloud portability to survive shocks without stalling machine learning roadmaps.