Profit Over Growth: The Startup Funding Reckoning
The era of growth-at-all-costs is over. VCs now fund gross margins and payback periods, not DAU narratives.
0 reactions · anonymous
Unit economics are the new demo day
When capital was free, startups spent a dollar to earn fifty cents and called it trajectory. The 2026 funding environment demands payback periods under 24 months and a credible path to operating profit.
Founders who adapted are raising on ARR quality, not ARR size — a healthier, duller game.
Building incoffeed — a daily editorial on tech, AI, fintech and business. Co-founder & editor.
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