Quite a week. SpaceX got advertised next to the sea moss at Erewhon. OpenAI announced its S-1 with a shrug: “we expect it to leak so we’re just announc...

13 days ago

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Issue 005: Anthropic Joins the Race & the Crowd’s Pricing Faster Than the Bankers

Hello to the uninvited.

This is Rosie, and welcome to Issue 005 of ~~Uninvited~~. I’m back with and this week.

We had a long week. Another big name joined the IPO race, and yes, I’m talking about Anthropic.

Two of the biggest private...

20 days ago

source

Issue 004: How GPs Read Founders, Where Scarcity Moved, and Polymarket Pricing SpaceX

Hello to the uninvited.

This is Rosie, welcome to Issue 004 of ~~Uninvited~~.

You’re getting a longer one this week, because a lot happened. SpaceX filed an S-1 at a $1.75 trillion valuation, which would make it the biggest IPO in history...

a month ago

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Issue 003: Wall Street's New Doors, the $2T Moon Mission, and an Hour with Talok Capital

Welcome to Issue 003 of ~~Uninvited~~.

In this week’s edition:

Three new retail vehicles for private markets trading 3,000% above their net asset value
Four onchain venues pricing a pre-IPO SpaceX at $2 trillion
First interv...

a month ago

source

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Rosie

Long reads, weekly intel, and interviews with the people moving capital.

Redphone

Storyteller for deeptech startups

Wazz

shadowy super speculator https://x.com/WazzCrypto

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