『Metagame』のカバーアート

Metagame

Metagame

著者： Grep News | Alex Rock
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Metagame is a data-driven podcast for venture capitalists, private equity professionals, and institutional allocators who need to understand what global capital deployment actually means for portfolio strategy. Every quarter, we analyze every SEC Form D filing and decode the patterns, so you can see around the corner. We track market forces at work and produce info-packed 10 minute episodes, so you can keep moving money. No founder interviews. No prediction tracking. Just patterns in the data delivered with the energy of our AI host, Alex Rock. New episodes drop on Tuesdays and Thursdays. Subscribe if your job depends on knowing what just happened and why it matters. Available on YouTube, Spotify, or Apple Podcasts. Metagame is for information and entertainment only. Nothing on this show is investment advice. https://grep.news/podcast/metagame© 2026 Tamez Labs. All rights reserved. 個人ファイナンス 政治・政府 経済学
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  • Blackstone and Airbus's $1.2B Quantum Systems Series D

    Blackstone and Airbus's $1.2B Quantum Systems Series D
    2026/07/07
    Quantum Systems just closed a $1.2 billion Series D with Blackstone and Airbus co-leading the same round — an arrangement that breaks every rule about how these two types of capital behave. Alex Rock unpacks what it means when private equity and corporate strategics start writing infrastructure-sized checks into defense tech startups, and why the same pattern is showing up from Ottawa to Paris inside a single month.
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    8 分
  • 77% of leaders cite privacy as an AI barrier, up from 53%

    77% of leaders cite privacy as an AI barrier, up from 53%
    2026/06/18
    91% of enterprise leaders now say data security, privacy, and risk will define their AI strategy over the next six months—and 77% call privacy a direct barrier to deployment, up from 53% a quarter ago. Privacy isn't a compliance checkbox anymore; it's a first-order investment category with real pricing power, and the privacy-by-design layer is separating into its own stack. Are you backing the gatekeepers, or still treating this as a feature play?
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    10 分
  • China's $16.5B Q1: Why agents are winning where megarounds aren't

    China's $16.5B Q1: Why agents are winning where megarounds aren't
    2026/06/16
    Asian VC hit $27.4B in Q1 — the highest quarterly total in over three years, with China accounting for $16.5B and claiming its third straight quarter of growth. The largest rounds went to AI-focused companies: StepFun's foundation model, Moonshot's agentic platform, and Galaxy Bot's robotics stack. The US owns the megarounds, China owns the agents — so where does your geographic thesis stand in a bipolar AI world?
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    7 分
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