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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Fink's MBS Comparison | Shadow Defaults | Iran Blockade Escalates

Aug 11, 2026

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6 min read

Fink's MBS Comparison | Shadow Defaults | Iran Blockade Escalates

Larry Fink compared Nvidia's $500 billion financing platform to the birth of the mortgage-backed securities market. Private credit firms are clamping down on deferred interest loans. US forces fired on a ship breaking the Iran blockade.

Dio Pouerie, +1

Anthropic Is Racing Toward a $965 Billion IPO. The Compute Commitments Behind It Just Hit $64 Billion.

Aug 11, 2026

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5 min read

Anthropic Is Racing Toward a $965 Billion IPO. The Compute Commitments Behind It Just Hit $64 Billion.

WSJ reports Anthropic is meeting investors ahead of a September or early October IPO that could be the largest of all time. Bloomberg reports Anthropic just signed a $9.1 billion deal with Bitcoin miner Riot Platforms running through 2048. Nvidia and six Wall Street firms coordinated a $500 billion financing platform. The SEC exempted data center bonds from key securitization rules. Leveraged ETFs now hold 58% of their exposure in AI stocks.

Dio Pouerie, +1

Meta's $1B Community Fund | Intel Raises $15B | Retail Sells SpaceX

Aug 10, 2026

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5 min read

Meta's $1B Community Fund | Intel Raises $15B | Retail Sells SpaceX

Zuckerberg published a 6,500-word essay committing $1 billion to data center communities. Intel announced a $15 billion stock offering. Retail investors sold SpaceX for the first time ever. Blackstone is buying MarineMax for $1.5 billion.

Dio Pouerie, +1

Private Credit Defaults Just Hit Five-Year Highs at Ares, Blackstone, Blue Owl, and Golub.

Aug 10, 2026

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5 min read

Private Credit Defaults Just Hit Five-Year Highs at Ares, Blackstone, Blue Owl, and Golub.

A WSJ analysis found loan defaults at the biggest private credit funds are at their highest level since at least 2021. Blackstone leads the $46 billion Anthropic debt stack the letter tracked last week. Buffett's successor deployed $20 billion. Nvidia bought into Blackstone-backed Lancium. And three AI breaches all traced back to one Israeli startup.

Dio Pouerie, +1

The Week the Payrolls Print Meets the CPI Print Meets the Fed

Aug 9, 2026

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6 min read

The Week the Payrolls Print Meets the CPI Print Meets the Fed

Seven Fed officials now publicly back higher rates. Then Friday's payrolls print landed at negative 23,000. Wednesday's CPI is the next number every one of them has to answer. Cisco, Applied Materials, and Super Micro all report into it.

Dio Pouerie, +1

The Week Seven Fed Officials Broke Cover and the Buildout Named Its Price

Aug 8, 2026

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7 min read

The Week Seven Fed Officials Broke Cover and the Buildout Named Its Price

Seven Fed officials now publicly back higher rates, the sharpest split since 2016. SpaceX spent $15.8 billion on AI in a single quarter and went exclusive to Nvidia. One-third of US economic growth now rides on the AI buildout. Then Friday's payrolls print landed.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Fink's MBS Comparison | Shadow Defaults | Iran Blockade Escalates

Anthropic Is Racing Toward a $965 Billion IPO. The Compute Commitments Behind It Just Hit $64 Billion.

Meta's $1B Community Fund | Intel Raises $15B | Retail Sells SpaceX

Private Credit Defaults Just Hit Five-Year Highs at Ares, Blackstone, Blue Owl, and Golub.

The Week the Payrolls Print Meets the CPI Print Meets the Fed

The Week Seven Fed Officials Broke Cover and the Buildout Named Its Price

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