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

SpaceX Answered One Question. Anthropic Has to Answer the Next One.

Jun 12, 2026

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5 min read

SpaceX Answered One Question. Anthropic Has to Answer the Next One.

SpaceX opened 24% above its IPO price and widened the Morningstar gap rather than closing it. The ECB named a three-hike path on listing day. And Anthropic doubled its flagship model price while enterprise commodity migration accelerated. The business thesis now lives in the prospectus.

Dio Pouerie, +1

SpaceX Opens Today. $70 Billion in Retail Demand Redirects to the First Trade.

Jun 12, 2026

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5 min read

SpaceX Opens Today. $70 Billion in Retail Demand Redirects to the First Trade.

SpaceX opens at $135 with $70 billion in unfulfilled retail demand behind the first trade, the AI price war arrived in enterprise data with DeepSeek at 17% adoption, and four state pension funds challenged the index rule changes in writing on listing day.

Dio Pouerie, +1

SpaceX Lists | Wholesale Spikes | World Bank Warns

Jun 11, 2026

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4 min read

SpaceX Lists | Wholesale Spikes | World Bank Warns

SpaceX priced at $135 with $70 billion in retail orders alone. PPI hit 6.5%, the highest since 2022. Strategic oil reserves face a July deadline.

Dio Pouerie, +1

Check What Backs Oracle's $638 Billion Backlog

Jun 11, 2026

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5 min read

Check What Backs Oracle's $638 Billion Backlog

Oracle beat every line and fell on single-customer exposure, Hormuz traffic hit zero as US and Iranian forces exchanged strikes, and the ECB hikes today before SpaceX prices tonight.

Dio Pouerie, +1

The Highest Print in Three Years. Welcome, Warsh.

Jun 10, 2026

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4 min read

The Highest Print in Three Years. Welcome, Warsh.

CPI landed at 4.2%, the highest in three years. Apollo said PE will have to capitulate at its own industry conference. Dark tankers are moving oil official data cannot see.

Dio Pouerie, +1

Name Which Assumption Your Position Depends On

Jun 10, 2026

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5 min read

Name Which Assumption Your Position Depends On

SpaceX drew $250 billion in orders for a $75 billion raise, SoftBank's OpenAI margin loan stalled nine months before a $40 billion bridge deadline, and Google cut the US AI subscription floor to $4.99.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

SpaceX Answered One Question. Anthropic Has to Answer the Next One.

SpaceX Opens Today. $70 Billion in Retail Demand Redirects to the First Trade.

SpaceX Lists | Wholesale Spikes | World Bank Warns

Check What Backs Oracle's $638 Billion Backlog

The Highest Print in Three Years. Welcome, Warsh.

Name Which Assumption Your Position Depends On

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