Financial Markets News

Where’s the Beef? Blackstone's Jon Gray on the Payoff From the Enormous AI CapEx Spend | Sept '26 — Skeptics question whether significant investments in AI CapEx will deliver for investors. Blackstone President & COO Jon Gray addresses that question in a presentation to more than 100 top investors.

Charts of the Week: So Many Apps, So Little Time — New Breed of Unicorn; Citrini Called the Bottom; MA and CA Make it Very Expensive to Start a Business

2026 NVCA Yearbook 2026 NVCA Yearbook - National Venture Capital Association — NVCA 2026 Yearbook | The Venture Industry in Transition NVCA 2026 Yearbook The Venture Industry in Transition $320 billion deployed. 65% in AI. 859 unicorns waiting. The 2025 venture market was two markets stacked on top of each other. Download Full Report Public Data Pack $320BCapital Deployed51% increase YoY 65.4%AI Share of Deal ValueUp from

Private Equity’s Reality Check: The GP Outlook for 2026 — What do general partners expect in the year ahead? Bain and StepStone surveyed investment professionals on multiples, margin assumptions, management fees, and more.

Some Simple Economics of Open versus Closed AI — If the weights are free, who pays for the next run, and who will keep us safe?

AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing? — $3 Million USD dataset open sourced, 1 Mil+ Context Length, Multiturn, Sub Agents 95%+ KVCache HitRate, GB300 NVL72, MI355, B200

Patrick O'Shaughnessy on X: conversation with Neil Movva — A detailed, 401-level conversation on AI inference infrastructure with Neil Movva of Sail Research, ex-Nvidia GPU/kernels engineer. Covers token factories, background agents, chips, memory, and power infrastructure for AI data centers.

China's CXMT Is Set to Challenge DRAM Incumbents — SemiAnalysis on how China's CXMT is closing the gap with Samsung, SK Hynix, and Micron in memory chips.

Rogo | Meet Felix — A look at Rogo's AI agent built specifically for investment banking and finance research workflows.

Take-Two Interactive Quick Pitch — A concise investment thesis on Take-Two Interactive's gaming portfolio and valuation.

Portfolio Review - May 2026 — A monthly recap of portfolio performance and position changes.

Prof Investor on SpaceX / IPO Pattern — A thread analyzing SpaceX's trajectory against historical patterns of late-stage private companies heading toward IPO.

Ray Dalio: China, AI, and Productivity — Dalio connects historical great-power dynamics to today's AI-driven productivity race between the US and China.

Forge — A marketplace for buying and selling private (pre-IPO) market shares.

Kubera — A net-worth tracking tool built as a real-time balance sheet for people managing their own wealth across accounts and assets.

Aleta — A next-generation wealth management platform aimed at modernizing advisor and client workflows.

Who Has the Hardest Fist in China's AI Valuation Race? — An analysis of which Chinese AI companies are commanding the steepest valuations and why.

High Frequency Trading Strategies — A Stanford course report surveying common high-frequency trading strategy designs.

Agentic commerce: The rise of the delegated buyer — Bessemer's thesis on AI agents taking over routine purchasing decisions on behalf of consumers and businesses.

A Citrini Research analysis triggered a 7% drop in DoorDash's stock valuation, underscoring the growing influence of independent research firms on public market sentiment and investor behavior.

Year in Review 2025 Year In Review

Finance App and Wealthfolio

Finance App and Wealthfolio

Fantasy VC Portfolio use this outline to build an app which lets you play being a VC publicly.

Charts of the week (11/7) Its all about charts.

Surviving the AI Capex Boom

2025 RAISE Global Summit

start a new civilization

ASML: AI Momentum Sets a Floor for 2026

The Succession: What’s Next for Mercado Libre Mercado Libre has dominated Latin America. They’ve beaten Amazon in multiple markets. Yet when Chinese competitors entered Brazil, Marcos didn’t defend conservatively, he doubled down. The company announced a **76% reduction in free shipping costs** (from R$79 to R$19 in Brazil) during his final act as CEO. The lessons here about organisational design, discipline, and founder evolution are timeless.

The Succession: What’s Next for Mercado Libre Mercado Libre has dominated Latin America. They’ve beaten Amazon in multiple markets. Yet when Chinese competitors entered Brazil, Marcos didn’t defend conservatively, he doubled down. The company announced a **76% reduction in free shipping costs** (from R$79 to R$19 in Brazil) during his final act as CEO. The lessons here about organisational design, discipline, and founder evolution are timeless.

PE deal of EA

Fermi proves you don’t need revenue to IPO in the AI era — just the right mix of hype, grid talk, and a Washington Rolodex.

Newsletter - How The One Big Beautiful Bill Might Make You Millions QBI (Qualified Business Income) Deduction Made Permanent

The TikTok Trend of Writing in Margins Is Based on Real Neuroscience

Developing an open standard for agentic commerce

Emad Mostaque on the End of Capitalism

Private Equity Playbook

Value Creation Playbook

Reading a 10k

Reading a S1

Death of American Capitalism — Feudalism

What’s Happening to the Economy Is Obvious to Anyone Paying Attention Stagflation?

The Cloud 100 Benchmarks Report 2025

My Investment Philosophy

OpportunityZones.com - The Leader In Opportunity Zone Investing Tax-advantaged real estate and business investments

Novoco Opportunity Funds Listing

UpMarket FAQ - Alternative Investments Platform Alternative investments for individual investors

How to Get the Highest Return from Your Cash

Cache: A Modern Brokerage for Your Large Stock Positions Tax-efficient diversification for concentrated stock positions

No Capital Gains Tax in Puerto Rico

HSA Hacks HSA becomes IRA at age 65

Stablecoin Wars With Stripe And Circle Racing To Control Payments

Invest in Siren Biotechnology: Turning deadly cancers into treatable diseases, backed by Founders Fund consider investing.

Award-Winning Fund Administration Services & Technology

'The Wiz effect': North American VCs crowd into Israel's cybersecurity scene

Bain Capital-backed Heartflow valued at $2.27 billion in solid Nasdaq debut

How Much Capital Does It Take for a Cybersecurity Company to Go Public?

Why Chase Sapphire Reserve Business - Brian Kelly Interview

Math Meets Money Newsletter

Nat Friedman

Patrick Collison's Advice

Money left on table!

Figma stock soars 250% in first day of trading, valuing company north of $45 billion

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