Latest trends on
pre-IPO companies.
News on portfolio companies and sectors we cover.
Become a Member →
China-US Shift: Who Builds What, and implications for Venture Investing.
China’s retreat from U.S. Treasuries, combined with its rise in global manufacturing and tech, signals a rebalancing of power. This macro shift has deep implications for venture investing, supporting critical infrastructure, energy and defense.
IPO Returns: How Are The Latest Ten Tech IPOs faring in the Public Market
FatPipe and CoreWeave deliver triple-digit gains post-IPO, capturing attention in early secondary markets. Meanwhile, Ibotta and MNTN show sharp losses. We analyze short-term IPO returns and identify emerging winners for secondary venture capital investors.
Crusoe Energy’s big AI Pivot
Crusoe Energy is making a bold pivot to AI infrastructure, developing a 4 million sq. ft. hyperscale data center campus in Texas and securing collaborations with OpenAI, Oracle, and Google. As AI overtakes energy as its primary revenue stream, Crusoe is emerging as a critical enabler of sustainable, high-performance compute.