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The Private Ledger

The Private Ledger, Learning.Investing.Thriving.
Tens of paid subscribers

The definitive research feed for the IPO pipeline. Analyzing late stage private giants before they hit the ticker. Tracking the world’s most valuable unicorns - OpenAI, SpaceX, Anthropic, and the next wave of compounders.

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Substack
PricingFreemiumPublishesWeekly
Issues20Founded4 months agoLast Issue5 days ago
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Latest Issues

In Defense of the Bad Guy.

Capitalism has become the bad guy.

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What Google's $10 Billion VC Arm Can Teach You About Investing

Google’s venture capital wing is one of the most successful of all time.

Google’s venture capital wing is wildly successful and one that is worth learning from. One branch of it, Google Ventures - or GV for short, was founded in 2009 with...

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The Breakdown: OpenAI

On November 30th 2022, one tweet consisting of fewer than 10 words changed life as we knew it.1

“today we launched ChatGPT. try talking with it here:

ChatGPT was introduced and it immediately took the world by storm. Within only five days...

a month ago
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The Numbers Don’t Show a Substack Collapse

Last week I read a thought-provoking piece that has gone viral on Substack recently. In it, the author - Scott Carney, argued that Substack “will collapse” and will no longer be a viable option for writers looking to generate significant in...

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The Breakdown: Saronic

On June 8th, Iran shot down a U.S. Apache helicopter over the Strait of Hormuz. Within two hours, the pilots were rescued.

The rescue mission was hugely significant both strategically and technologically as it marked the first ever time an...

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  • The Private Ledger

    Understand the world's most influential private companies and the impact they have on public markets. Deep dives into SpaceX, Anthropic, Stripe, and the next wave of compounders.

  • Learning.Investing.Thriving.

    Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.

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