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LFG Ventures presents a weekly newsletter delivering private market (pre-IPO) insights across tech and frontier industries.

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Filings, Fighters, & Fleets

Nov 6, 2026

•

5 min read

Filings, Fighters, & Fleets

Starlink's carrier play, Anthropic's fine print, and a second Marauder in the water.

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Leases, Laptops, & Leagues

Oct 30, 2026

•

4 min read

Leases, Laptops, & Leagues

Anthropic's S-1, SpaceX's $40B GPU lease, Anduril's laptop, and Kalshi's big week.

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Dirt, Dogs, & Disclosures

Oct 23, 2026

•

5 min read

Dirt, Dogs, & Disclosures

Anthropic's S-1 leaks, SpaceXAI turns a profit, and Kalshi wants its GPU markets back.

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Cash, Charters, & Courts

Oct 16, 2026

•

5 min read

Cash, Charters, & Courts

Anthropic shows its cash flow, Anduril marks $90B, Kraken buys a bank, and Kalshi takes its fight national.

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Shipyards, Subpoenas, & Silicon

Oct 9, 2026

•

5 min read

Shipyards, Subpoenas, & Silicon

Anthropic's roadshow invites, OpenAI's agent problem, Anduril's sub shipyard, and SpaceXAI's $40B chip bill.

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Prospectus, Ports, & Payloads

Oct 2, 2026

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5 min read

Prospectus, Ports, & Payloads

Anthropic's leaked filing, Saronic's shipyard, Starship in orbit, and Kalshi's $40B talks.

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Cuts, CRISPR, & Countdowns

Sep 25, 2026

•

5 min read

Cuts, CRISPR, & Countdowns

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Orbits, Odds, & Offerings

Sep 18, 2026

•

6 min read

Orbits, Odds, & Offerings

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
Proofs, Perps, & Probes

Sep 11, 2026

•

6 min read

Proofs, Perps, & Probes

Agents win a Millennium Prize, Nasdaq buys into Kraken, and the DOJ reads Nvidia's fine print

Rob Madelmayer
Chris Bordeaux
Rob Madelmayer, +1
...
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The Markup

LFG Ventures presents a weekly newsletter delivering private market (pre-IPO) insights and signals across tech and frontier industries.


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