VC Funding Fell 66% in Last Hike Cycle, Putting ~25% of AI Lab ARR at Risk
menhguin · x · 2026-10-06
Warren Pies maps how monetary policy could hit AI datacenter construction: VC funding is a key channel. In the last hiking cycle, VC funding dropped 66%, and since startups disproportionately use AI (as Anthropic/OpenAI customers), a similar scenario could put roughly 25% of lab ARR at risk.
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