The world's largest asset manager.
- Private markets vs. the S&P 500
- The tech vertical taking off in Europe
- Anthropic's Quarterly Revenue Numbers Jump 45%
- Inside Schwab’s private market push
- Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries
- 260+ Institutional LPs That Back VC Funds in 2026
- 💥Top Employers to Create Outlier Founders, State of Pre-Seed, Cost of AI Talent, Tech Stack Ownership & More
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- 👾 Agent apocalypse
- Nvidia’s Risky Business (Stratechery Article 8-11-2026)
- VC (finally) lands a glove on PE 🥊
- Feds Lift Anthropic Export Restrictions
“Raises $200M Series D Round from Moderne Ventures, Norwest Venture Partners, Moonshots Capital, Tiger Global, Baillie Gifford, BlackRock, Capital Factory”
“Firms including BlackRock and Fidelity Management & Research are set to take anchoring stakes in digital services company Jio Platforms' $3.2 billion IPO.”
Source→“Icon, a nine-year-old Austin startup that develops robotic systems, software, and materials for constructing homes, commercial buildings, and defense infrastructure, raised a $200 million Series D round co-led by Baillie Gifford and BlackRock...”
Source→“Icon, an Austin, Texas-based robotic construction startup, raised $200m in Series D funding. Baillie Gifford and BlackRock led”
“to manage and operate nearly 150 CareWell Senior Primary Care clinics.”
“BlackRock and Capital Group are buying into the IPO of Philippines-based Mynt... expected to raise about 60 billion pesos ($957 million) in the listing.”
Source→“Tony Kim — Portfolio manager at BlackRock; referenced by Molly O'Shea as a source for cross-validating the theme of physical industries.”
Source→“Adani Group (India) — Airport infrastructure. Largest India round, showing infrastructure investment scale. Raises $1B from BlackRock, Temasek Holdings”
“BlackRock Private Equity Partners - US-based institutional LP. Named in the database as backing Accel, Lightspeed Venture Partners, Benchmark, and 10+ ranked VC managers”
Source→“Global VC AUM sits at roughly $1.3 trillion, versus $11.5 trillion at BlackRock, ~$8 trillion in US private equity, and ~$4.5 trillion in hedge funds.”
Source→“Nvidia raising $500B via Wall Street partnerships (Goldman Sachs, BlackRock) signals it is building a financial infrastructure layer around AI compute — potentially positioning itself to control not just the hardware but the *financing* of the AI buildout.”
Source→“Nvidia yesterday announced plans to raise around $500 billion to help finance AI infrastructure buildouts, in partnership with six of North America's largest investment firms.”
“Nvidia announced plans to raise ~$500 billion to finance AI infrastructure buildouts, partnering with six of North America's largest investment firms. The mechanism mirrors structured finance instruments from other capital-intensive industries.”
“Nvidia is partnering with Wall Street giants to get $500 billion for its AI ambitions.”
Source→“Together, we are creating repeatable financing platforms to help the AI ecosystem build the factories it needs.”
Source→“Nvidia is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to unlock $500B+ in third-party capital for AI infrastructure”
Source→“BlackRock CEO Larry Fink has extolled model portfolios as the path to shift asset allocations from the traditional 60/40 stocks-and-bonds mix to a 50/30 approach that allocates 20% to alternatives.”
Source→“Alternative fund managers are increasingly working to woo wealth advisers by designing off-the-shelf 'model' portfolios that contain pre-set sleeves for public stocks and bonds, alongside private ones.”
Source→“Lots of gigantic financial institutions have rushed in. BlackRock, JP Morgan, Visa itself, MasterCard.”
Source→“Influence Media Partners, a BlackRock-backed music rights acquirer, agreed to buy the music catalogs of Anthem Entertainment, including albums by Britney Spears and Justin Timberlake, for $600m.”
“Tony was sort of framing... what all of these different things mean and what Lumentum's role is in all of that... one of the bright minds in the industry”
Source→“Fluidstack is building AI cloud and GPU infrastructure for training and inference at a moment when compute capacity is the binding constraint for frontier labs and enterprises. An $830M Series A led by Situational Awareness, with BlackRock, Google, and Jane Street in the round”
“"The trillion dollars of CapEx this year and the $10T over the next 5 years that are coming, is to move data centimeters and millimeters. That's AI."”
“BlackRock World's largest asset manager, $15.3T AUM Kim's employer and platform; context for the scale of capital allocating into these themes. iShares ETF platform exceeds $6T; alternatives book at $715B growing fastest.”
“Raised $43.8M Series D led by Decarbonization Partners (BlackRock/Temasek JV)”
“udaan.com raised $160M from M&G Investments, Lightspeed, and BlackRock”
“SambaNova, a San Jose, Calif.-based AI chipmaker, held a first close on what it plans to be a $1b Series F round at an $11b post-money valuation. General Atlantic led, joined by Seligman Ventures, T. Rowe Price Associates, Capital Group... BlackRock... Vista Equity Partners, and Volantis.”
Source→“Debt is increasingly part of Series A structures. Two deals this week — hallo theo (BlackRock debt facility) and Apothékary (RSF Social Finance debt) — included non-dilutive debt alongside equity.”
“hallo theo raised $28.5 million from existing backer Insight Partners and a debt facility from funds and accounts managed by BlackRock.”
“Visa, Stripe, Coinbase, Mastercard, BlackRock, and more than 100 other companies are joining an industry consortium called Open Standard to launch Open USD, a stablecoin launching later this year that will directly challenge the economics behind dominant stablecoin issuers like Circle and Tether.”
Source→“That tool that BlackRock created makes around 6 billion dollars per year and BlackRock is one of the largest asset managers.”
Source→“Chinese self-driving software company Momenta launched a Hong Kong IPO seeking up to $751 million, with Mercedes-Benz, BlackRock funds, GIC, Fidelity, Oaktree, and others lined up as cornerstone investors amid renewed demand for China tech listings.”
Source→“Platform for institutional investors to trade private equity derivatives. Notable for bringing derivatives infrastructure to private markets.”
“$16M raise backed by BlackRock and Fin Capital; platform for institutional investors to trade private equity derivatives.”
“Investors including Blackrock's Artificial Intelligence Infrastructure Partnership, Brookfield Asset Management and KKR are considering acquisitions of Stack Infrastructure's Asia-based data centers.”
Source→“Caplight Technologies...$16M Series A co-led by BlackRock; connects investors to trade venture stakes”
Source→“Caplight Technologies, a VC data and transaction platform, raised $16m in Series A funding. BlackRock and Fin Capital led, joined by UBS.”
Source→“There is growing political anxiety over data centers that underlie the AI revolution, particularly as energy prices rise, and private equity's involvement pours populist fuel on the fire.”
“Senator Warren's letters to BlackRock, Blackstone, Brookfield Infrastructure Partners, and KKR signal that congressional scrutiny of private equity's data center footprint is intensifying.”
“Jason Miller, CEO of Foresight, who spent years unifying data at BlackRock, Point72, and Greycroft before building a platform to solve it for everyone else.”
Source→“Jeff Bezos' AI startup, Prometheus, secured a $12 billion round from investors including JPMorgan, Goldman Sachs and BlackRock at a $41 billion valuation.”
Source→“BlackRock ordered at least $5 billion worth of shares, per the Wall Street Journal — other buyers included sovereign wealth funds, family offices, and retail investors who reportedly requested more than $100 billion.”
Source→“The company raised $75 billion, making it the largest IPO of all time. It's a wide collection of investors in the round, which Bloomberg reported was four times oversubscribed.”
Source→“Prometheus, Jeff Bezos's industrial AI startup, raised $12 billion in Series B funding at a $41 billion post-money valuation — from blue-chip institutional investors including JPMorgan, BlackRock, and Goldman Sachs.”
“Prometheus raised $12B in Series B funding at a $41B valuation, backed by JPMorgan, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.