Turned out that this "runway" factored in dumping all the American devs and replacing us with workers overseas who made ~35-40% of what they paid us.
My recent experience in the "data" world taught me that many companies in the US actually want contractors, but our employment laws make it make being "full-time" not that different than a contractor.
Another thing I learned was to never jump on R&D type projects unless you are in a very close communication loop with the leadership. If they are going to see you as a consultant on retainer, you have to always be delivering and improving on stuff that affects the business. I was put on some sort of "special projects" role in three fast-growing startups and those are always the first on the chopping block when things tighten up (and they almost always do at some point, especially in a startup).