Will VC interest in manufacturing decrease in 2026?
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100Ṁ71Dec 31
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In 2025, it seemed that many VCs were uncharacteristically interested in manufacturing, as opposed to software etc. This seems like it could be a fad, but there are also non-crazy reasons that this interest happened now, and fads can last a while. By the end of 2026, will it seem to me that this interest has decreased since the end of 2025?
This will be judged subjectively, but I will do my best to evaluate factors like
- Do VCs post about manufacturing less on x?
- Did YC fund fewer companies in industrial / manufacturing categories?
- Did well-known manufacturing startups struggle more than others of similar valuations to raise further rounds?
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