KNOWLEDGE DROP
RESOURCES
Oct 2, 2026
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.
Oct 1, 2026
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.
Sep 29, 2026
Plus: MongoDB got Zucked, Goldman is lining up John Waldron to succeed David Solomon, and Nvidia is buying back another $150B of shares.
Sep 23, 2026
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.
Sep 21, 2026
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.
Sep 17, 2026
Plus: Hardware is back in fashion, Apollo is flagging risk in hyperscaler debt, and companies can't explain what their AI spending is returning.
Sep 16, 2026
Plus: Americans are handing over their stock portfolios to AI agents, Wall Street is questioning how long the data center boom lasts, and hedge funds are becoming the Treasury market's new anchor.
Sep 1, 2026
Plus: LIV Golf is heading toward bankruptcy, HSBC is cutting senior bankers at crisis-era levels, and job interviews now include proving you're not a North Korean deepfake
Aug 31, 2026
Plus: Citadel just had its best quarter ever, Advent and Stripe walked away from a $50 billion PayPal deal, and Drake's streetwear brand is now owned by a private equity-backed IP firm.
Aug 25, 2026
Plus: The SEC is probing Situational Awareness, Goldman is warning AI is eroding bankers' judgment, and Silicon Valley parents are keeping screens away from their own children.
Aug 20, 2026
Plus: A backflipping robot stock surged 600% in its market debut, national debt crossed $40 trillion, and Honey Deuce prices are not increasing this year.
Aug 19, 2026
Plus: Google bought bankrupt Spirit Airlines' emails for $10 million, UC offloaded PE stakes at a discount, and 25,000 New Yorkers are waiting to get their bodies scanned.
Aug 14, 2026
Plus: Anthropic is heading toward a $2 trillion IPO valuation, potentially the largest software buyout in history, and a hedge fund divorce just became a $6 billion negotiation.
Jul 16, 2026
Plus: BlackRock crossed $15 trillion, Stripe is bidding $53 billion for PayPal, and a dating app is replacing human choice with AI entirely.
Jul 1, 2026
Plus: Zyn can now be marketed as a safe alternative to cigarettes and Jalen Brunson is now a salad mogul.
Jun 30, 2026
Plus: Trump bought Axon stock right before a $220 million ICE Taser deal, Rocket Lab is trying to catch up to SpaceX, and the consultant's billable hour is under existential threat.
Jun 24, 2026
Plus: Anthropic drops Claude for Slack, Wimbledon debenture seats are now fetching over $500,000, and Oracle cut 21K jobs over the past year.
Jun 23, 2026
Plus: SpaceX disclosed $100 billion in cash, the stock still dropped 16%, and Bain & Co. is using AI vibe coding to build software replicas for private equity due diligence.
Jun 19, 2026
Plus: Blankfein is day-trading without a computer, private credit redemptions keep accelerating, and Allbirds' AI rebranding.
Jun 2, 2026
Plus: Alphabet needs $80 billion to keep up in AI, Barry Diller wants to take MGM private, and a room full of billionaire heirs is paying to find meaning.
May 19, 2026
Plus: A $67 billion utility merger, BDCs pricing in Covid-level pain, and xAI stiffing its own employees on $420 tax reimbursements
May 18, 2026
Plus: A new Fed Chair, the biggest IPO in history on the horizon, and the DOJ probing private credit valuations.
May 13, 2026
Plus: Anthropic is closing in on a $900 billion valuation, eBay swatted away GameStop, and Goldman's own president is calling the bank a human assembly line.
May 7, 2026
Plus: JPM's sex scandal accuser rejected a $1M settlement, Anthropic is doing compute deals in space, and Wall Street is lining up data center IPOs.
May 6, 2026
Plus: Anthropic is coming for the analyst class, bots are taking over bond trading, and Morgan Stanley's Budapest operation is under federal scrutiny.
