Late Stage Investing: The Real Reason Behind Industry Layoffs
In this segment, Jason M. Lemkin argues that the surge of layoffs across the tech industry is fundamentally tied to a collapse in late‑stage venture capital. He explains that CEOs are waking up to the reality that new money has largely dried up, forcing them to cut staff. The discussion also touches on how companies are revising their runway expectations—shifting from a 24‑month outlook to potentially 36‑48 months—as a response to the tighter funding environment. The overall narrative positions the funding slowdown, rather than individual company performance, as the chief catalyst for the current wave of layoffs.
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