Dec 26, 2025
The INVEST Act passed. Nobody noticed. But it changes everything about my previous prediction - secondaries just got regulatory rocket fuel.
Dec 19, 2025
They're raising $2.2B to invest in AI. All while warning investors that AI valuations are "elevated and unsupported by fundamentals." Here's what that means.
Dec 12, 2025
Everyone's celebrating "funding is back." Nobody's noticing only mega-rounds are back. Here's why 95% of startups are now unfundable.
