Financial data and technology company providing data on private capital markets.
- Private markets vs. the S&P 500
- The tech vertical taking off in Europe
- Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy
- New GPs go hungry
- Kalshi's valuation is a bold prediction
- The hedge fund doubling down on VC
- The AI capability too costly to build
- Investing with the stars
- 67 AI startups fighting rogue agents
- Kalshi's long odds come at a cost 🎲
- The VCs cashing out on Oura
- Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]
“Startups that build inference chips... raised $4.18 billion across 22 deals through Aug. 28... on track to surpass last year's record of $5.21 billion, generated by 31 deals.”
“The adoption of agentic AI... is a huge driver of funding, said senior analyst and author of the report, Dimitri Zabelin.”
“how the OpenAI and Anthropic delays are reshaping capital deployment and allocation decisions as LPs weigh whether to hold steady through Q4.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.