Biz editor @Axios. Pro Rata newsletter. [email protected]. Native Masshole. DM for Signal/Telegram.
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Updated lineup for Axios BFD (more to come):
Garrett Langley, founder and CEO of Flock
Omeed Malik & Donald Trump Jr, partners at 1789 Capital
Tarek Mansour, co-founder and CEO of Kalshi
Kim Posnett, global co-head of investment banking at Goldman Sachs
Alex Rodriguez, CEO of A-Rod Corp/chair of Minnesota T-Wolves and Lynx
Robert F. Smith, CEO of Vista Equity Partners
Chris Sacca, founder of Lowercarbon Capital
Joan Solotar, Blackstone's global head of private wealth
axiosbfd2026interest.splasht…
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.
Dan Primack retweeted
Anthropic to investors: Trump hates us so much axios.com/2026/10/26/anthrop…
I wrote in newsletter that the $ANT IPO will be viewed as a referendum on the business of AI.
But that doesn't mean it SHOULD be viewed that way. This is one company -- yes, a big one w/ lots of counterparties -- but it's still just one company and one securities offering.
Claude says Anthropic's IPO is a buy. ChatGPT disagrees axios.com/2026/10/26/claude-…
WOW
"Our operating efficiency is demonstrated by TTM revenue per employee of over $6.6 million as of September 30, 2026, compared to $1.4 million as of September 30, 2025"
"To build the best tools for science, our teams need direct experience doing scientific research and drug discovery." -- Anthropic S-1
Today's newsletter is out. Whatever is there to write about?
axios.com/newsletters/axios-…
