Biz editor @Axios. Pro Rata newsletter. [email protected]. Native Masshole. DM for Signal/Telegram.
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Updated lineup for Axios BFD on Nov. 17 in NYC (more to come)
Omeed Malik & Donald Trump Jr, partners at 1789 Capital
Robert F. Smith, CEO of Vista Equity Partners
Kim Posnett, global co-head of investment banking at Goldman Sachs
Tarek Mansour, co-founder and CEO of Kalshi
Lia Dean, Capital One's president of banking & premium products, with tennis champ Maria Sharapova
Chris Sacca, founder of Lowercarbon Capital
Joan Solotar, Blackstone's global head of private wealth
Alex Rodriguez, CEO of A-Rod Corp/chair of Minnesota T-Wolves and Lynx
axiosbfd2026interest.splasht…
Don't look now, but the Trump admin beginning to get more aggressive on antitrust (after sitting one the sidelines for most of the last 18 months).
Last week the playground deal. This week the staffing uniforms deal. Now the biggest:
reuters.com/world/us-doj-is-…
Dan Primack retweeted
BREAKING @FT
Weil, Gotshal & Manges plans to tell partners on Wednesday afternoon the law firm should dissolve, a decision that marks a stunning downfall for what was until recently one of the US’s largest and most prestigious.
ft.com/content/0476f216-0060…
Exclusive: Controversial ad backfiring on Ramaswamy, GOP poll finds axios.com/2026/10/28/gop-pol… by @axiosalex
When it comes to AI unicorns, any large funding announcement is really just marketing for the new, bigger round that's already underway.
Private equity's political problem axios.com/2026/10/28/private…
Upwind Security closes $400M Series C at $3.8B valuation axios.com/pro/enterprise-sof…
Dan Primack retweeted
First Scoop: OpenAI is buying Google's AI chips.
It's a big win for Google’s TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers.
Talk to Barwick, folks!
theinformation.com/articles/…
Dan Primack retweeted
Amanda Seyfried might- in addition to her Emmy for portraying Elizabeth Holmes- win an Oscar for portraying Elizabeth Holmes. That means she'll only need to win a Tony for Theranos: The Musical and a Grammy for Diagnose My Heart (feat Pitbull) to get the EEGOT (Elizabeth EGOT)
Dan Primack retweeted
Five thoughts on the Anthropic IPO axios.com/2026/10/27/anthrop…
Five more thoughts on the Anthropic IPO axios.com/2026/10/27/anthrop…
Wonder if the Day 1 retail run on Anthropic won't mirror SpaceX, given how burned a bunch of those investors got. In other words, smaller pop.
There's been some talk about why Spark Capital is the only VC firm mentioned in the Anthropic filing. It's ot because Spark has 5% -- it doesn't -- but rather that it has a board director (i.e., related party).
Kind of remarkable comment for someone who's had homes in both Provincetown and the Hamptons.
Bon Secours is buying Surgery Partners for $5.7 billion axios.com/2026/10/26/bon-sec…
Dan Primack retweeted
NEW: Anthropic is telling investors it could be singled out for government retaliation over its AI safety positions -- and it has no plans to back down.
axios.com/2026/10/26/anthrop…
$ANT filing includes very little about conversion prices, preference stacks, etc in its financing rounds. Save for some stuff about Spark Capital, because it has a director/related party.
Upshot is that it's hard to know VC/strategic ROI just based on topline valuations.