The VC Corner

“What your buyer is actually short of in 2026 is justified confidence. They can produce a competent-sounding summary of your entire category in an afternoon. What they cannot produce is proof that your product works on their data, in their stack, under their compliance requirements.”

“The February 2025 selloff erased $300B in software market cap and spawned a death narrative — but actual spending behavior tells a different story.”

“The right response to the SaaSpocalypse is underwriting discipline, not category panic.”