EconomyEconomy
🍋 The Great Protein Squeeze

🍋 The Great Protein Squeeze

Plus: Jake Paul wants to raise a VC fund 13x the size of his last one, Accenture just had its best day ever on AI consulting demand, and Anthropic could be a public company by next month.

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EconomyEconomy
🍋 Ken Griffin University

🍋 Ken Griffin University

Plus: Micron's revenue grew eleven-fold, Sydney Sweeney turned a viral ad into a $2 billion valuation, and Ackman is taking a page from Buffett's playbook.

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Short Squeez
Investment BankingInvestment Banking
🍋 Piper Weinberg?

🍋 Piper Weinberg?

Plus: Oura pulled its IPO, a Google founder is betting $100 million against California's wealth tax, and Larry Ellison bought eight houses.

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Short Squeez
EconomyEconomy
🍋 OpenAI Hits the Brakes

🍋 OpenAI Hits the Brakes

Plus: MongoDB got Zucked, Goldman is lining up John Waldron to succeed David Solomon, and Nvidia is buying back another $150B of shares.

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InsidersInsiders
+1+1
Insiders:💰Private Equity Outlook
Premium

Insiders:💰Private Equity Outlook

Plus: Five-year expected returns, wobbly house of cards, and building investing superintelligence.

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Short Squeez
Private EquityPrivate Equity
🍋 The Carry Crunch

🍋 The Carry Crunch

Plus: Millennium raised $30 billion, Oura is four times oversubscribed, and a JPMorgan alum made $640,000 running a NYC run club.

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Investment BankingInvestment Banking
+1+1
🍋 Private Credit Wants JPMorgan’s Rejects

🍋 Private Credit Wants JPMorgan’s Rejects

Plus: Ken Griffin running into opposition over plans to build a personal heliport in Miami, Oracle is invoking force majeure on a Stargate data center, and Aschenbrenner's fund has paid Goldman $200 million in fees.

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Investment BankingInvestment Banking
🍋 Bro Attached Everything

🍋 Bro Attached Everything

Plus: The wealthy are spending billions to live longer, and enjoying life is becoming a new marker of financial success for Americans.

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Short Squeez
VCVC
+1+1
🍋 a16z Is Starting a School

🍋 a16z Is Starting a School

Plus: PE's exit drought is pushing junior partners out the door, rocket supply can't keep up with space demand, and Wall Street is souring on data centers.

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Short Squeez
Investment BankingInvestment Banking
🍋 BofA’s AI Bet Backfires

🍋 BofA’s AI Bet Backfires

Plus: Meta's AI agent Muse climbs to No. 1 in US app charts, Apollo is buying into the Yankees, and a single cut cable grounded flights across three cities.

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Short Squeez
InvestingInvesting
+1+1
🍋 Buffett Bows Out

🍋 Buffett Bows Out

Plus: Anthropic is closing in on $100 billion in revenue, New York's wealthy are at war over helicopter noise, and 55% chance of another rate hike next month.

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Short Squeez
Private EquityPrivate Equity
🍋 PE’s Exit Problem Just Got Worse

🍋 PE’s Exit Problem Just Got Worse

Plus: Barclays hit by staff backlash over return-to-office rules, JPMorgan can't model oil, and private credit default rates vary by 18 percentage points depending on the source.

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