Phil Rosen(@philrosenn):Rising rates and a collapse VC funding could threaten 25% of frontier AI labs' recurring revenue. That could then trigger a sell off in the broader AI trade. @WarrenPies unpacks the bear case.

Phil Rosen

@philrosenn

Chief Market Strategist, Silvia Inc. • Co-founder & CEO, Opening Bell Media • Host of Full Signal • Writing a newsletter to 200K+ investors every day👇

参加 May 2021

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Phil Rosen@philrosenn

2026.10.09 15:03

Rising rates and a collapse VC funding could threaten 25% of frontier AI labs' recurring revenue. That could then trigger a sell off in the broader AI trade. @WarrenPies unpacks the bear case.