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

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Substack
PricingOnly free issuesPublishesWeekly
Issues20Founded5 months agoLast Issue8 days ago
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Latest Issues

Infrastructure is the trend and another spoon bent

Hello to the uninvited.

This is Wazz, welcome to Issue 020 of ~~Uninvited.~~

In this issue

  1. Raises. Infrastructure out-raised AI itself 1.8x. the biggest AI numbers were debt.

  2. Hot this week. Anthropic’s $2T listing; prediction...

8 days ago
4
1

Copy-trading the mega funds is for losers

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 019 of ~~Uninvited.~~

Who is winning this investing cycle?

The firms everyone follows are not the firms beating this cycle. Judged on what they have bought since 2023 ra...

15 days ago
6

Prediction markets price everything except themselves

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 018 of ~~Uninvited.~~

In this issue

  1. Raises. 269 rounds, $5.9B: down 13% on count, 37% on capital. Median cheque up 43%.

  2. AI. Round share steady at one in six; dol...

22 days ago
7

Nvidia buys a hug, venture buys megawatts, and a humanoid takes a fall

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 017 of ~~Uninvited.~~

In this issue:

  1. Raises. Venture dollars fell 48% in the last 60 days and the whole fall is AI (-71%, everything else -6%). Power, chips and fiber...
a month ago
8

Pricing the biggest IPO ever, blindfolded

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 016 of ~~Uninvited.~~

Today, we’re diving into what might become the biggest IPO ever, and the very weird problem with trying to put a price on it.

The situation: TL;DR...

a month ago
9

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  • Uninvited Capital

    Private markets are invite-only. This is your way in. Weekly scoops, fund deep-dives, and interviews with the people moving capital before the deals go public. Posted for free every Wednesday.

  • Wazz

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

  • rosie

    pattern-spotting in private markets, crypto, and life

  • Redphone

    Storyteller for deeptech startups

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