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Pre-JPM Investor Pulse Signals 2026 Capital Rotation Toward “AI That Ships,” Admin Cost Takeout, and Differentiated Metabolic Assets With Special-Situations Capital Back in Scope

Preliminary, directional read of planned 88-investor sample indicates heightened proof thresholds (unit economics, reimbursement, outcomes) and renewed appetite for carve-outs, milestone bridges, and structured financings heading into JPM Week 2026 from Black Book Research flash polls.

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