David Talpalar, GP @ Shirlawn Capital
A former interest-rate trader turned VC examines how rising Fed rates affect venture valuations, infrastructure economics, and founder discipline—and argues that time-to-ROI and capital efficiency will become the key arbitrages in a higher-rate environment.
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Topics: Venture Capital & Startups · AI Infrastructure · AI (Horizontal)
Published by David Talpalar · their site ↗
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