you listen to VCs about this because their whole job is to be sensitive to any risks to their investments, including systemic and idiosyncratic risk. they also

you listen to VCs about this because their whole job is to be sensitive to any risks to their investments, including systemic and idiosyncratic risk. they also have more breadth across the early venture market than most people. that said, they're guessing based on what they see, so it's not a perfect predictor. you're at least getting a glimpse of what they see via articles like this though.