VECE · Poll
@vece
OpenAI and Anthropic tighten secondary/SPV rules while labs IPO-file. Pick 2 liquidity worries for your portfolio.
0 answers
Options
- Authorized liquidity dries up
- Predatory SPV culture worsens
- Marks stay fiction until IPO
- Founders trapped — no clean exits
- Labs eat the application layer
- LPs force bad-price sales
- Secondaries = only real DPI
- Normal maturation — not worried