『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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  • Biopharma's $1.1B Late-Stage Surge Inside a Down Quarter

    Biopharma's $1.1B Late-Stage Surge Inside a Down Quarter
    2026/09/01
    Q1 2026 biopharma venture data looks ugly on the surface — fewer deals, less total capital. But buried inside the same dataset is a story of radical selectivity: late-stage funding nearly quadrupled while the Series C middle got gutted. Alex Rock breaks down what the numbers actually signal and what it means for where capital is flowing next.
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    8 分
  • Whatnot's $545M Series G and the 74% Step-Up

    Whatnot's $545M Series G and the 74% Step-Up
    2026/08/25
    Whatnot just closed a $545 million Series G at a $20 billion valuation — in a capital market its own CEO called 99.99% AI. Alex Rock breaks down what the deal's investor lineup, valuation discipline, and billion-order milestone reveal about where growth capital is actually flowing beneath the AI megaround headlines.
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    8 分
  • Etched's $10.3B Bet on Transformers vs. Nvidia and Intel

    Etched's $10.3B Bet on Transformers vs. Nvidia and Intel
    2026/07/29
    Etched built a chip hardwired exclusively for transformer models — and that single-minded focus is both the entire value proposition and the entire risk. Alex maps the twelve-day window of moves from Nvidia, Intel, and the Commerce Department that reveal just how fast the AI hardware frontier is consolidating around a handful of names. The episode breaks down why betting on concentration and betting on one architecture aren't the same wager, even when they look identical from the outside.
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    7 分
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