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Jul 1, 2026
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5 min read
This is getting out of hands with Mythos 5, now China is getting involved + Cap Table Dilution and this week's best picks from The Stack.
Jun 22, 2026
Plus: SpaceX's $60B Cursor deal and the SAFE cap math thatsurprises every founder.
Jun 15, 2026
6 min read
Plus: The War is Over, the World Cup, Continuation Funds, and five AI tools reshaping how modern investors source deals and run diligence.
Jun 8, 2026
Plus: Pro Rata Rights and what to look for, and this week's standout AI deal-sourcing tool for the modern investor.
May 4, 2026
Plus: What this means to your Chinese founder port-cos, OpenAI is building a phone, and $650M into defense
Apr 27, 2026
Plus: Where AI capex actually lands, why Cursor doubled to $50B in 5 months, and the Sequoia thesis already showing up in deal memos.
