
In 2026, AI-Native Alternatives Reprice Categories First — Your Job Is to Become AI-Defensible
Let’s say this plainly: If you’re not AI-native, AI-native alternatives in your space are already pressuring your valuation. Not because customers have all moved.Because investors are pricing the risk now. In ScaleUp and Growth Equity underwriting, this is showing up as: And in some categories, it shows up as no interest at all—because the risk


