Weekly Commentary
All
57 Articles
Notes from Stanford DEFCON: Defense Tech Venture Capital
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Debt Doesn’t Hallucinate, Part 2: Recent Developments in AI Debt Markets
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Will build turn to buy? Consolidation, capabilities in the defense-tech autonomy landscape.
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AI Gets Physical: The Companies Building the Brain, Body, and Autonomy Stack
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Digging In: $15B+ for Private Critical Mineral Firms
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Debt Doesn’t Hallucinate: What Credit Markets Signal for AI Infrastructure & Private Markets
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Critical Mass: Nuclear and Fusion in Private Markets
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Shaken, Not Broken: Private Secondary Markets After the AI Selloff
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Fast and Furious: Private Capital Raising Deals are Accelerating
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Halftime: Private Secondary Market Review for 1H 2026
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Space Ex-SpaceX: Pre-IPO Space Companies After the Listing
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Robotonomics: Sizing Humanoid Robot Startups
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Founders Get Selective: Tender Offer Participation
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Another New Bottleneck: High Bandwidth Memory and AI
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From Battlefield to Bell: Defense Tech IPOs in 2026
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The New Bottleneck: Data Center Power and Private Capital
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YTD Roundup: Private Market Returns and Concentration Risk
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Ghost in the Machine: Agentic AI and Private Market Investing
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No Bars? No Problem. Late Stage Satellite Ventures
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A Data Center Check-In: AI Capex and Private Valuations
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Betting on What Happens: Event Contracts and Private Markets
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Getting Press: Scale and Scrutiny in the Secondary Markets
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Takeaways from Tectonic: Defense and Pre-IPO Investing
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Montgomery Summit Takeaways: Venture Capital and IPOs
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New Defense Tech Gets Tested: Investing in Private Defense
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Where Is China Winning? Private Markets Research
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The Rubber Meets the Road: Private LLM Valuations Split
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AI’s Challenge to Software: SaaS Values and Private Credit
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Defense Front and Center: Private Markets Defense Manufacturing
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The Year in Review: 2025 Private Market Recap
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Baby Got Backlog: The 2025 IPO Market and Upcoming IPOs
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More Chips on the Table: Pre-IPO Chip Challengers
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Eye to the Skies: Venture Secondaries in Space
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Secondary Market’s Mainstream Moment: Wall Street Buys In
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The Wait Is Over: OpenAI Restructuring and the IPO Path
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Flight Club: Counter Drone Startups Draw Venture Capital
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Artificial Intelligence, Real Bubble? What Private Data Shows
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As Good as It Gets? A Private Markets Outlook
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SPVs: Growth in Private Market Liquidity
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Valuations Up, Margins Down: Anthropic and AI Funding
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Initial Public Optimism: The 2025 IPO Market Rebound
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The Fine Print of Preference: How Liquidation Terms Work
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Weapons of Mass Disruption: AI, Defense and Private Capital
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Revenge of the Pet Rock: Crypto Firms and Private Stock
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When Old Becomes New Again: Continuation Funds Rise
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Private Shares in Your Pension? Private Equity in 401(k)s
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Mid-Year Update: Private Secondary Market Performance 1H25
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Moneyball U: Private Equity Enters College Athletics
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Smarter AI, Stronger Security: Pre-IPO Cyber Names
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The Brain Trade: Neurotech in the Secondary Market
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Scaling Compute, Stacking Returns: AI Data Center Investing
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A Human(oid) Moment: Robotics Draws Private Share Demand
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A New Fish in the Market: UK PISCES and Private Shares
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Dip to Rip: OpenAI Equity and Structure
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Exit Wounds: LP Stake Sales and GP-Led Secondaries
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Off the Mat: Volatility and Private Market Stability
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