KNOWLEDGE DROP
RESOURCES
Oct 22, 2026
Plus: Apollo pauses 2028 on-cycle recruiting, Xbox’s reported $100B valuation, and Anthropic could file for IPO as soon as tomorrow.
Oct 21, 2026
Plus: Anthropic’s potential $750 billion compute bill, Salesforce buys Braze, and Nashville’s $35 million estates.
Oct 7, 2026
Plus: Bankers will eat good this year with IB bonuses tracking up 20%+, LIV Golf found a lifeline in private equity, and Dimon says one AI model made cyber risk 10x worse.
Sep 28, 2026
Plus: Millennium raised $30 billion, Oura is four times oversubscribed, and a JPMorgan alum made $640,000 running a NYC run club.
Sep 18, 2026
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.
Sep 4, 2026
Plus: Nvidia is buying Hugging Face, Blackstone is rationing redemptions for the second time, and Bitcoin crossed $80,000.
Aug 27, 2026
Plus: Nvidia crushes earnings and projects 70% revenue growth in 2028, FDA approves drug that doubles pancreatic cancer survival, and Bill Gates wants to pump the brakes on AI.
Aug 21, 2026
Plus: Anthropic is gearing up to match or beat SpaceX's record IPO, Ackman gave $400 million to brain research after a family health scare, and California pulled in $366 billion in venture funding.
Aug 18, 2026
Plus: a16z under DOJ investigation, General Atlantic is going public, and Nvidia is backing a $105 billion data center in Ohio.
Aug 13, 2026
Plus: Africa is having a record funding year, Goldman buys ETF provider for $2.3B and Alex Cooper raises at a $500M valuation.
Aug 10, 2026
Plus: The jobs report missed badly, private credit defaults hit a record, and inside one of Berkshire’s first big post-Buffett bets on housing.
Jul 24, 2026
Plus: Tesla just had its worst single-day market cap loss, peptides about to go more mainstream, and Substack is betting on humans.
Jul 13, 2026
Plus: A startup that builds AI agents used one to raise $100M, Apollo outbids a rival for budget airline, and private chef salaries reach $300,000.
Jul 9, 2026
Plus: Nvidia lost $1 trillion in market value and is now its cheapest since before the AI boom, Blue Origin valued at $130 billion, and BofA is lending OpenAI half a billion.
Jul 6, 2026
Plus: Singapore is becoming a major Wall Street hub, Balogun red card rescinded after Trump call, and Elliott is minting the next generation of hedge fund giants.
Jun 29, 2026
Plus: OpenAI delaying going public, SpaceX's bondholders are already underwater, and MBA salaries are sliding
Jun 16, 2026
Plus: SpaceX keeps climbing, Nvidia is borrowing $20 billion to keep up with AI demand, and two investment banks just fought over a sovereign debt deal.
Jun 15, 2026
Plus: The Harvard grad now playing for US soccer, Musk becomes a trillionaire, JPMorgan threw a party with dessert "in the stars," and Vanguard dethrones BlackRock.
Jun 10, 2026
Plus: PE’s $35 billion AI infrastructure bet, Goldman rejecting over 99% of applicants, and banks quietly gutting their junior ranks.
Jun 1, 2026
Plus: UBS still doing Credit Suisse-related job cuts, Americans fall behind on credit card bills, and Jefferies sued for a water bond fraud.
May 29, 2026
Plus: Anthropic surpasses OpenAI valuation, Microsoft's AI chief is giving white-collar work 18 months, and Goldman is heading for record dealmaking.
May 27, 2026
Plus: Pope called for AI to be "disarmed" in a message detectors flagged as up to 46% AI-written, Wall Street's Claude habit is getting expensive, and Strait of Hormuz looks stuck for months.
May 20, 2026
Plus: JPM exec Lorna Hajdini suing Chirayu Rana for defamation, Mamdani meets with Dimon and Solomon, and a hedge fund no one's heard of is about to make $10 billion.
May 12, 2026
Plus: Blackstone wants to build 50,000 homes a year, KKR is bailing out its own credit fund, and OpenAI allows employees to sell up to $30M worth of stock.
May 5, 2026
Plus: GameStop swung for a $56B acquisition it couldn’t explain how to pay for, Palantir is growing faster than ever, and someone stole $80K of mac & cheese from Chick-fil-A.
