Situational Awareness Hit by AI Selloff
THE SO WHAT
A forced unwind of billions in AI-heavy positions after a drawdown is a reminder that AI exposure is now a macro factor—banks and primes will tighten risk around it like they did with tech in 2000 and 2022. If your business is indexed to AI valuations—through fundraising, secondary liquidity, or customer budgets—assume more volatility and shorter risk leashes from capital providers.
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