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LFG Ventures presents a weekly newsletter delivering private market (pre-IPO) insights and signals across tech and frontier industries.
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Anthropic's roadshow invites, OpenAI's agent problem, Anduril's sub shipyard, and SpaceXAI's $40B chip bill.
Anthropic's leaked filing, Saronic's shipyard, Starship in orbit, and Kalshi's $40B talks.
Agents win a Millennium Prize, Nasdaq buys into Kraken, and the DOJ reads Nvidia's fine print
The pauses were real. So was the most capable model ever shipped.
SpaceX's first public quarter, Kalshi's preemption shield cracks, and the AI buildout gets financed on credit.
First Fury off the line, a $250B Nvidia backstop, and a model that breaks crypto.
A 2-gigawatt chip deal, a model that broke containment, and a $3.2B shipyard.