Managing Partner, LFG Ventures
Nov 6, 2026
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5 min read
Starlink's carrier play, Anthropic's fine print, and a second Marauder in the water.
Oct 30, 2026
4 min read
Anthropic's S-1, SpaceX's $40B GPU lease, Anduril's laptop, and Kalshi's big week.
Oct 23, 2026
Anthropic's S-1 leaks, SpaceXAI turns a profit, and Kalshi wants its GPU markets back.
Oct 16, 2026
Anthropic shows its cash flow, Anduril marks $90B, Kraken buys a bank, and Kalshi takes its fight national.
Oct 9, 2026
Anthropic's roadshow invites, OpenAI's agent problem, Anduril's sub shipyard, and SpaceXAI's $40B chip bill.
Oct 2, 2026
Anthropic's leaked filing, Saronic's shipyard, Starship in orbit, and Kalshi's $40B talks.
Sep 25, 2026
Sep 18, 2026
6 min read
Sep 11, 2026
Agents win a Millennium Prize, Nasdaq buys into Kraken, and the DOJ reads Nvidia's fine print
Sep 4, 2026
The pauses were real. So was the most capable model ever shipped.
Aug 28, 2026
Aug 21, 2026
Aug 14, 2026
SpaceX's first public quarter, Kalshi's preemption shield cracks, and the AI buildout gets financed on credit.
Aug 7, 2026
Jul 31, 2026
First Fury off the line, a $250B Nvidia backstop, and a model that breaks crypto.
Jul 24, 2026
A 2-gigawatt chip deal, a model that broke containment, and a $3.2B shipyard.
Jul 17, 2026
A wave of IPO news, the first American sea-drone kill, and a $53B swing at PayPal.
Jul 10, 2026
Aalo goes critical, GPT-5.6 goes global, and SpaceX joins the Nasdaq-100.
Jul 3, 2026
Export bans lifted, an $8B bank, and a $40B raise.
Jun 26, 2026
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