// OVERVIEW
Asset manager and largest outside non-executive stakeholder in Cerebras at ~11%.
Discussed in
- Apple Falls Victim to a Ransomware Attack
- Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- Vanguard
- SpaceX Accelerates Its IPO Timeline
- The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
// RECENT MENTIONS
// SIGNALS
14 SIGNALS
01
funding·StrictlyVC·JUNE 30, 2026
“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→02
funding·Axios Pro Rata·JUNE 22, 2026
“Nearfield Instruments... $380M Series D at $1.6B valuation; Fidelity-led.”
03
mention·Axios Pro Rata·JUNE 11, 2026
“Kardigan set IPO terms targeting a $1.6B fully diluted value; backed by Arch Venture Partners, Perceptive, Fidelity, T. Rowe Price, and Sequoia Heritage.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.