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

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Substack
PricingOnly free issuesPublishesWeekly
Issues5Foundeda month agoLast Issue7 days ago
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Latest Issues

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...

7 days ago
9

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...

14 days ago
15

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...

21 days ago
10
1

Issue 002: The $1.5T Recall, Equity Replaces Endorsements, Venture's Missing Middle

Welcome to Issue 002 of ~~Uninvited~~.

In this week’s edition:

  • What Anthropic’s lawyers and Charli XCX have in common this week

  • Why media people are landing partner seats at top venture funds

  • Five things we heard off the rec...

a month ago
6
1

By the time it IPOs, you've missed it

Welcome to Issue 001 of ~~Uninvited~~.

Every Wednesday going forward, you’ll get one issue with a long read on the week in private markets, five things we heard off the record, and what we couldn’t post anywhere else.

Thanks for reading!...

a month ago
10

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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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